Strategic Investment Solutions’s Vanguard Total World Stock ETF VT Stock Holding History

Strategic Investment Solutions’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	$2.23M	Sell	14,193 -1,432	-9%	-$218K	0.51%	44
2026 Q1	$2.16M	Buy	15,625 +40	+0.3%	+$5.75K	0.52%	39
2025 Q4	$2.2M	Buy	15,585 +3,051	+24%	+$426K	0.53%	41
2025 Q3	$1.75M	Buy	12,534 +5,777	+85%	+$768K	0.46%	47
2025 Q2	$868K	Sell	6,757 -2,482	-27%	-$297K	0.26%	66
2025 Q1	$1.07M	Sell	9,239 -1,114	-11%	-$133K	0.31%	49
2024 Q4	$1.12M	Sell	10,353 -1,991	-16%	-$239K	0.37%	44
2024 Q3	$1.48M	Buy	12,344 +2,358	+24%	+$271K	0.44%	41
2024 Q2	$1.15M	Buy	+9,986	New	+$1.1M	0.37%	46
2023 Q4	$845K	Sell	8,210 -89,830	-92%	-$8.64M	0.15%	78
2023 Q3	$9.51M	Buy	+98,040	New	+$9.52M	0.12%	98
2023 Q2	–	Sell	-273	Closed	-$25.1K	–	978
2023 Q1	$25.1K	Buy	+273	New	+$24.7K	﹤0.01%	502

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

Strategic Investment Solutions's VT Position: Q2 2026 in Review

Strategic Investment Solutions reduced its Vanguard Total World Stock ETF (VT) stake by 9.2% in Q2 2026, selling an estimated $218K and leaving 14,193 shares worth $2.23M. The position accounts for 0.51% of the portfolio, ranked #44.

Strategic Investment Solutions first reported a position in VT in Q1 2023 and has held it in 12 quarters since. The position peaked at $9.51M in Q3 2023. 1,315 funds tracked by Wall St. Rank hold VT as of Q2 2026.

Strategic Investment Solutions held 14,193 shares of Vanguard Total World Stock ETF worth $2.23M as of Q2 2026.
Strategic Investment Solutions sold 1,432 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $218K.
Vanguard Total World Stock ETF made up 0.51% of Strategic Investment Solutions's portfolio in Q2 2026, its #44 holding.
Strategic Investment Solutions first reported a position in Vanguard Total World Stock ETF in Q1 2023 and has held it in 12 quarters since.
Strategic Investment Solutions's Vanguard Total World Stock ETF position peaked at $9.51M in Q3 2023.
1,315 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Strategic Investment Solutions's 13F filing for Q2 2026, filed 8 Jul 2026.