Strait & Sound Wealth Management’s Vanguard Total World Stock ETF VT Stock Holding History

Strait & Sound Wealth Management’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	$1.17M	Sell	7,440 -10	-0.1%	-$1.53K	0.41%	52
2026 Q1	$1.03M	Hold	7,450	–	–	0.38%	59
2025 Q4	$1.05M	Buy	7,450 +25	+0.3%	+$3.5K	0.39%	52
2025 Q3	$1.02M	Sell	7,425 -5	-0.1%	-$664	0.39%	54
2025 Q2	$955K	Buy	+7,430	New	+$889K	0.41%	55
2024 Q4	–	Sell	-8,320	Closed	-$996K	–	152
2024 Q3	$996K	Sell	8,320 -400	-5%	-$46K	0.48%	37
2024 Q2	$982K	Hold	8,720	–	–	0.5%	33
2024 Q1	$954K	Buy	8,720 +1,320	+18%	+$140K	0.53%	33
2023 Q4	$745K	Hold	7,400	–	–	0.47%	41
2023 Q3	$690K	Hold	7,400	–	–	0.59%	37
2023 Q2	$718K	Hold	7,400	–	–	0.71%	33
2023 Q1	$681K	Buy	7,400 +100	+1%	+$9.06K	0.68%	36
2022 Q4	$665K	Buy	+7,300	New	+$624K	0.73%	33

Other funds holding VT

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Brandywine Trust Hockessin, Delaware $621M AUM 15.59% 1-Year Est. Return

Strait & Sound Wealth Management's VT Position: Q2 2026 in Review

Strait & Sound Wealth Management reduced its Vanguard Total World Stock ETF (VT) stake by 0.13% in Q2 2026, selling an estimated $1.53K and leaving 7,440 shares worth $1.17M. The position accounts for 0.41% of the portfolio, ranked #52.

Strait & Sound Wealth Management first reported a position in VT in Q4 2022 and has held it in 13 quarters since. 1,321 funds tracked by Wall St. Rank hold VT as of Q2 2026.

Strait & Sound Wealth Management held 7,440 shares of Vanguard Total World Stock ETF worth $1.17M as of Q2 2026.
Strait & Sound Wealth Management sold 10 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $1.53K.
Vanguard Total World Stock ETF made up 0.41% of Strait & Sound Wealth Management's portfolio in Q2 2026, its #52 holding.
Strait & Sound Wealth Management first reported a position in Vanguard Total World Stock ETF in Q4 2022 and has held it in 13 quarters since.
1,321 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Strait & Sound Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.