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Sterling Investment Advisors (Pennsylvania)’s Vanguard Total World Stock ETF VT Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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 		$600K Sell
3,821
-115
-3% -$17.5K 0.1% 134
2026
Q1 		$544K Buy
3,936
+280
+8% +$40.3K 0.1% 133
2025
Q4 		$516K Buy
3,656
+7
+0.2% +$978 0.1% 140
2025
Q3 		$503K Buy
3,649
+95
+3% +$12.6K 0.1% 133
2025
Q2 		$457K Buy
3,554
+75
+2% +$8.97K 0.1% 134
2025
Q1 		$403K Buy
3,479
+295
+9% +$35.3K 0.1% 135
2024
Q4 		$374K Buy
3,184
+32
+1% +$3.84K 0.09% 120
2024
Q3 		$377K Buy
3,152
+83
+3% +$9.54K 0.1% 114
2024
Q2 		$346K Buy
3,069
+75
+3% +$8.27K 0.09% 112
2024
Q1 		$331K Buy
2,994
+60
+2% +$6.34K 0.09% 118
2023
Q4 		$302K Buy
2,934
+350
+14% +$33.7K 0.09% 114
2023
Q3 		$241K Buy
2,584
+275
+12% +$26.7K 0.08% 119
2023
Q2 		$224K Buy
+2,309
New +$216K 0.07% 125
2022
Q3 		– Sell
-1,789
Closed -$153K – 512
2022
Q2 		$153K Buy
1,789
+594
+50% +$54.9K 0.05% 148
2022
Q1 		$121K Buy
1,195
+475
+66% +$48.1K 0.03% 178
2021
Q4 		$77K Buy
720
+270
+60% +$28.7K 0.02% 218
2021
Q3 		$46K Hold
450
– – 0.01% 259
2021
Q2 		$47K Buy
+450
New +$45.9K 0.01% 263

Other funds holding VT

Rakuten Investment Management
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
Cambridge Associates
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

Sterling Investment Advisors (Pennsylvania)'s VT Position: Q2 2026 in Review

Sterling Investment Advisors (Pennsylvania) reduced its Vanguard Total World Stock ETF (VT) stake by 2.9% in Q2 2026, selling an estimated $17.5K and leaving 3,821 shares worth $600K. The position accounts for 0.1% of the portfolio, ranked #134.

Sterling Investment Advisors (Pennsylvania) first reported a position in VT in Q2 2021 and has held it in 18 quarters since. 1,321 funds tracked by Wall St. Rank hold VT as of Q2 2026.

  • Sterling Investment Advisors (Pennsylvania) held 3,821 shares of Vanguard Total World Stock ETF worth $600K as of Q2 2026.
  • Sterling Investment Advisors (Pennsylvania) sold 115 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $17.5K.
  • Vanguard Total World Stock ETF made up 0.1% of Sterling Investment Advisors (Pennsylvania)'s portfolio in Q2 2026, its #134 holding.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in Vanguard Total World Stock ETF in Q2 2021 and has held it in 18 quarters since.
  • 1,321 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q2 2026, filed 28 Jul 2026.