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SteelPeak Wealth’s Vanguard Total World Stock ETF VT Stock Holding History

SteelPeak Wealth’s Portfolio VT Stock Details VT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.34M Buy
+8,554
New +$1.31M 0.03% 279
2025
Q4 		– Sell
-32,244
Closed -$4.44M – 656
2025
Q3 		$4.44M Buy
32,244
+29,015
+899% +$3.86M 0.15% 109
2025
Q2 		$415K Buy
3,229
+729
+29% +$87.2K 0.02% 379
2025
Q1 		$290K Sell
2,500
-75,726
-97% -$9.06M 0.01% 419
2024
Q4 		$9.19M Buy
78,226
+75,581
+2,858% +$9.07M 0.37% 58
2024
Q3 		$317K Sell
2,645
-22,487
-89% -$2.59M 0.01% 384
2024
Q2 		$2.83M Buy
25,132
+22,488
+851% +$2.48M 0.13% 126
2024
Q1 		$292K Sell
2,644
-15,131
-85% -$1.6M 0.01% 365
2023
Q4 		$1.83M Buy
17,775
+15,220
+596% +$1.46M 0.11% 154
2023
Q3 		$238K Sell
2,555
-71,873
-97% -$6.98M 0.01% 362
2023
Q2 		$7.22M Buy
74,428
+53,534
+256% +$5.02M 0.43% 57
2023
Q1 		$1.92M Sell
20,894
-22,556
-52% -$2.04M 0.13% 117
2022
Q4 		$3.74M Buy
+43,450
New +$3.71M 0.27% 78
2022
Q1 		– Sell
-6,527
Closed -$701K – 492
2021
Q4 		$701K Buy
+6,527
New +$694K 0.04% 212

Other funds holding VT

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
BT
Brandywine Trust Hockessin, Delaware $621M AUM 15.59% 1-Year Est. Return

SteelPeak Wealth's VT Position: Q2 2026 in Review

SteelPeak Wealth opened a new position in Vanguard Total World Stock ETF (VT) in Q2 2026: 8,554 shares worth $1.34M. The stake represents 0.03% of the portfolio and ranks #279 among its holdings. This is a return to the name: SteelPeak Wealth previously reported a position in VT as recently as Q3 2025.

SteelPeak Wealth first reported a position in VT in Q4 2021 and has held it in 14 quarters since. The position peaked at $9.19M in Q4 2024. 1,315 funds tracked by Wall St. Rank hold VT as of Q2 2026.

  • SteelPeak Wealth held 8,554 shares of Vanguard Total World Stock ETF worth $1.34M as of Q2 2026.
  • Vanguard Total World Stock ETF was a new SteelPeak Wealth position in Q2 2026.
  • Vanguard Total World Stock ETF made up 0.03% of SteelPeak Wealth's portfolio in Q2 2026, its #279 holding.
  • SteelPeak Wealth first reported a position in Vanguard Total World Stock ETF in Q4 2021 and has held it in 14 quarters since.
  • SteelPeak Wealth's Vanguard Total World Stock ETF position peaked at $9.19M in Q4 2024.
  • 1,315 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.