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 Q2	$309K	Buy	1,966 +3	+0.2%	+$458	0.03%	157
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 $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

Strategies Wealth Advisors's VT Position: Q2 2026 in Review

Strategies Wealth Advisors increased its Vanguard Total World Stock ETF (VT) stake by 0.15% in Q2 2026, buying an estimated $458 and bringing the position to 1,966 shares worth $309K. The position accounts for 0.03% of the portfolio, ranked #157.

Strategies Wealth Advisors first reported a position in VT in Q2 2023 and has held it in 13 quarters since. The position peaked at $328K in Q1 2024. 1,320 funds tracked by Wall St. Rank hold VT as of Q2 2026.

Strategies Wealth Advisors held 1,966 shares of Vanguard Total World Stock ETF worth $309K as of Q2 2026.
Strategies Wealth Advisors bought 3 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $458.
Vanguard Total World Stock ETF made up 0.03% of Strategies Wealth Advisors's portfolio in Q2 2026, its #157 holding.
Strategies Wealth Advisors first reported a position in Vanguard Total World Stock ETF in Q2 2023 and has held it in 13 quarters since.
Strategies Wealth Advisors's Vanguard Total World Stock ETF position peaked at $328K in Q1 2024.
1,320 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Strategies Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.