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

Strategic Wealth Partners’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 		$32K Sell
231
-306
-57% -$44K ﹤0.01% 603
2025
Q4 		$75.7K Buy
537
+311
+138% +$43.5K 0.01% 449
2025
Q3 		$31.1K Sell
226
-200
-47% -$26.6K ﹤0.01% 643
2025
Q2 		$54.8K Buy
+426
New +$51K ﹤0.01% 485

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

Strategic Wealth Partners's VT Position: Q1 2026 in Review

Strategic Wealth Partners reduced its Vanguard Total World Stock ETF (VT) stake by 57% in Q1 2026, selling an estimated $44K and leaving 231 shares worth $32K. The position accounts for ﹤0.01% of the portfolio, ranked #603.

Strategic Wealth Partners first reported a position in VT in Q2 2025 and has held it in 4 quarters since. The position peaked at $75.7K in Q4 2025. 1,229 funds tracked by Wall St. Rank hold VT as of Q1 2026.

  • Strategic Wealth Partners held 231 shares of Vanguard Total World Stock ETF worth $32K as of Q1 2026.
  • Strategic Wealth Partners sold 306 Vanguard Total World Stock ETF shares in Q1 2026, an estimated $44K.
  • Vanguard Total World Stock ETF made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #603 holding.
  • Strategic Wealth Partners first reported a position in Vanguard Total World Stock ETF in Q2 2025 and has held it in 4 quarters since.
  • Strategic Wealth Partners's Vanguard Total World Stock ETF position peaked at $75.7K in Q4 2025.
  • 1,229 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.