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Strategic Family Wealth Counselors’s Vanguard Total World Stock ETF VT Stock Holding History

Strategic Family Wealth Counselors’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 		$3.93M Buy
25,031
+3,451
+16% +$527K 0.91% 34
2026
Q1 		$2.98M Buy
21,580
+1,562
+8% +$225K 0.78% 37
2025
Q4 		$2.85M Buy
20,018
+887
+5% +$124K 0.64% 41
2025
Q3 		$2.64M Buy
19,131
+785
+4% +$104K 0.68% 38
2025
Q2 		$2.36M Buy
18,346
+3,550
+24% +$425K 0.67% 39
2025
Q1 		$1.72M Buy
14,796
+11
+0.1% +$1.32K 0.56% 43
2024
Q4 		$1.74M Buy
14,785
+721
+5% +$86.5K 0.57% 43
2024
Q3 		$1.68M Buy
14,064
+438
+3% +$50.4K 0.59% 43
2024
Q2 		$1.53M Buy
13,626
+1,265
+10% +$139K 0.58% 43
2024
Q1 		$1.37M Buy
12,361
+1,313
+12% +$139K 0.54% 42
2023
Q4 		$1.14M Sell
11,048
-1,840
-14% -$177K 0.48% 47
2023
Q3 		$1.2M Sell
12,888
-152
-1% -$14.8K 0.58% 40
2023
Q2 		$1.26M Sell
13,040
-11
-0.1% -$1.03K 0.58% 37
2023
Q1 		$1.2M Buy
13,051
+1,718
+15% +$156K 0.57% 39
2022
Q4 		$977K Sell
11,333
-4,555
-29% -$389K 0.48% 41
2022
Q3 		$1.25M Sell
15,888
-701
-4% -$61.6K 0.61% 35
2022
Q2 		$1.42M Buy
16,589
+768
+5% +$71K 0.68% 33
2022
Q1 		$1.6M Sell
15,821
-3,055
-16% -$309K 0.65% 32
2021
Q4 		$2.03M Buy
18,876
+7,855
+71% +$835K 0.65% 33
2021
Q3 		$1.12M Buy
11,021
+79
+0.7% +$8.28K 0.38% 36
2021
Q2 		$1.13M Hold
10,942
– – 0.37% 35
2021
Q1 		$1.06M Hold
10,942
– – 0.4% 35
2020
Q4 		$1.01M Sell
10,942
-35
-0.3% -$3.04K 0.52% 36
2020
Q3 		$885K Sell
10,977
-91
-0.8% -$7.3K 0.5% 36
2020
Q2 		$828K Buy
11,068
+291
+3% +$20.5K 0.52% 36
2020
Q1 		$677K Buy
10,777
+6,923
+180% +$522K 0.51% 35
2019
Q4 		$312K Buy
3,854
+169
+5% +$13.1K 0.25% 51
2019
Q3 		$276K Buy
3,685
+88
+2% +$6.57K 0.21% 53
2019
Q2 		$270K Hold
3,597
– – 0.21% 53
2019
Q1 		$263K Buy
+3,597
New +$255K 0.21% 53

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

Strategic Family Wealth Counselors's VT Position: Q2 2026 in Review

Strategic Family Wealth Counselors increased its Vanguard Total World Stock ETF (VT) stake by 16% in Q2 2026, buying an estimated $527K and bringing the position to 25,031 shares worth $3.93M. The position accounts for 0.91% of the portfolio, ranked #34.

Strategic Family Wealth Counselors first reported a position in VT in Q1 2019 and has held it in 30 quarters since. 1,315 funds tracked by Wall St. Rank hold VT as of Q2 2026.

  • Strategic Family Wealth Counselors held 25,031 shares of Vanguard Total World Stock ETF worth $3.93M as of Q2 2026.
  • Strategic Family Wealth Counselors bought 3,451 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $527K.
  • Vanguard Total World Stock ETF made up 0.91% of Strategic Family Wealth Counselors's portfolio in Q2 2026, its #34 holding.
  • Strategic Family Wealth Counselors first reported a position in Vanguard Total World Stock ETF in Q1 2019 and has held it in 30 quarters since.
  • 1,315 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Strategic Family Wealth Counselors's 13F filing for Q2 2026, filed 14 Aug 2026.