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Sunpointe’s Vanguard Total World Stock ETF VT Stock Holding History

Sunpointe’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 		$258K Sell
1,646
-67
-4% -$10.2K 0.07% 231
2026
Q1 		$237K Sell
1,713
-3
-0.2% -$431 0.08% 229
2025
Q4 		$242K Buy
+1,716
New +$240K 0.08% 225

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

Sunpointe's VT Position: Q2 2026 in Review

Sunpointe reduced its Vanguard Total World Stock ETF (VT) stake by 3.9% in Q2 2026, selling an estimated $10.2K and leaving 1,646 shares worth $258K. The position accounts for 0.07% of the portfolio, ranked #231.

Sunpointe first reported a position in VT in Q4 2025 and has held it in 3 quarters since. 1,317 funds tracked by Wall St. Rank hold VT as of Q2 2026.

  • Sunpointe held 1,646 shares of Vanguard Total World Stock ETF worth $258K as of Q2 2026.
  • Sunpointe sold 67 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $10.2K.
  • Vanguard Total World Stock ETF made up 0.07% of Sunpointe's portfolio in Q2 2026, its #231 holding.
  • Sunpointe first reported a position in Vanguard Total World Stock ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,317 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Sunpointe's 13F filing for Q2 2026, filed 24 Jul 2026.