Strategies Wealth Advisors’s Vanguard Total World Stock ETF VT Stock Holding History

Strategies Wealth Advisors’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	$272K	Sell	1,963 -2	-0.1%	-$288	0.03%	149
2025 Q4	$277K	Buy	1,965 +6	+0.3%	+$839	0.03%	152
2025 Q3	$270K	Buy	1,959 +31	+2%	+$4.12K	0.03%	156
2025 Q2	$248K	Buy	1,928 +3	+0.2%	+$359	0.03%	161
2025 Q1	$223K	Buy	1,925 +2	+0.1%	+$239	0.03%	161
2024 Q4	$235K	Sell	1,923 -253	-12%	-$30.4K	0.03%	117
2024 Q3	$261K	Buy	2,176 +5	+0.2%	+$575	0.03%	83
2024 Q2	$245K	Sell	2,171 -796	-27%	-$87.8K	0.04%	80
2024 Q1	$328K	Buy	2,967 +705	+31%	+$74.5K	0.05%	73
2023 Q4	$233K	Sell	2,262 -25	-1%	-$2.41K	0.04%	78
2023 Q3	$213K	Buy	2,287 +104	+5%	+$10.1K	0.04%	73
2023 Q2	$212K	Buy	+2,183	New	+$205K	0.04%	78

Other funds holding VT

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Strategies Wealth Advisors's VT Position: Q1 2026 in Review

Strategies Wealth Advisors reduced its Vanguard Total World Stock ETF (VT) stake by 0.1% in Q1 2026, selling an estimated $288 and leaving 1,963 shares worth $272K. The position accounts for 0.03% of the portfolio, ranked #149.

Strategies Wealth Advisors first reported a position in VT in Q2 2023 and has held it in 12 quarters since. The position peaked at $328K in Q1 2024. 1,231 funds tracked by Wall St. Rank hold VT as of Q1 2026.

Strategies Wealth Advisors held 1,963 shares of Vanguard Total World Stock ETF worth $272K as of Q1 2026.
Strategies Wealth Advisors sold 2 Vanguard Total World Stock ETF shares in Q1 2026, an estimated $288.
Vanguard Total World Stock ETF made up 0.03% of Strategies Wealth Advisors's portfolio in Q1 2026, its #149 holding.
Strategies Wealth Advisors first reported a position in Vanguard Total World Stock ETF in Q2 2023 and has held it in 12 quarters since.
Strategies Wealth Advisors's Vanguard Total World Stock ETF position peaked at $328K in Q1 2024.
1,231 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2026.

Based on Strategies Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.