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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
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

RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s VT Position: Q1 2026 in Review

Sterling Investment Advisors (Pennsylvania) increased its Vanguard Total World Stock ETF (VT) stake by 7.7% in Q1 2026, buying an estimated $40.3K and bringing the position to 3,936 shares worth $544K. The position accounts for 0.1% of the portfolio, ranked #133.

Sterling Investment Advisors (Pennsylvania) first reported a position in VT in Q2 2021 and has held it in 17 quarters since. 1,229 funds tracked by Wall St. Rank hold VT as of Q1 2026.

  • Sterling Investment Advisors (Pennsylvania) held 3,936 shares of Vanguard Total World Stock ETF worth $544K as of Q1 2026.
  • Sterling Investment Advisors (Pennsylvania) bought 280 Vanguard Total World Stock ETF shares in Q1 2026, an estimated $40.3K.
  • Vanguard Total World Stock ETF made up 0.1% of Sterling Investment Advisors (Pennsylvania)'s portfolio in Q1 2026, its #133 holding.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in Vanguard Total World Stock ETF in Q2 2021 and has held it in 17 quarters since.
  • 1,229 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2026.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q1 2026, filed 4 May 2026.