AA Financial Advisors’s Vanguard Total World Stock ETF VT Stock Holding History

AA Financial 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 Q3	$24M	Buy	152,016 +17,781	+13%	+$2.82M	2.86%	7
2026 Q2	$21.1M	Buy	134,235 +4,073	+3%	+$621K	2.53%	8
2026 Q1	$18M	Sell	130,162 -40,557	-24%	-$5.83M	2.54%	9
2025 Q4	$24.1M	Sell	170,719 -12,808	-7%	-$1.79M	4.45%	3
2025 Q3	$25.3M	Buy	183,527 +7,526	+4%	+$1M	4.97%	3
2025 Q2	$22.6M	Buy	176,001 +19,418	+12%	+$2.32M	4.87%	3
2025 Q1	$18.2M	Buy	156,583 +150,825	+2,619%	+$18M	4.43%	3
2024 Q4	$676K	Buy	+5,758	New	+$691K	0.18%	82

Other funds holding VT

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Yarbrough Capital Franklin, Tennessee $3.58B AUM 26% 1-Year Est. Return

PWM

Prentice Wealth Management Rochester, New York $493M AUM 7.72% 1-Year Est. Return

WJ Interests Sugar Land, Texas $278M AUM 10.13% 1-Year Est. Return

GWM

GoalFusion Wealth Management Austin, Texas $250M AUM 10.76% 1-Year Est. Return

Laurel Oak Wealth Management Marlton, New Jersey $713M AUM 22.47% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

IFS

Intelligent Financial Strategies Excelsior, Minnesota $206M AUM 8.95% 1-Year Est. Return

PAM

PartnerRe Asset Management Greenwich, Connecticut $162M AUM 1.4% 1-Year Est. Return

Weil Company San Diego, California $580M AUM 14.7% 1-Year Est. Return

AA Financial Advisors's VT Position: Q3 2026 in Review

AA Financial Advisors increased its Vanguard Total World Stock ETF (VT) stake by 13% in Q3 2026, buying an estimated $2.82M and bringing the position to 152,016 shares worth $24M. The position accounts for 2.86% of the portfolio, ranked #7.

AA Financial Advisors first reported a position in VT in Q4 2024 and has held it in 8 quarters since. The position peaked at $25.3M in Q3 2025. 295 funds tracked by Wall St. Rank hold VT as of Q3 2026.

AA Financial Advisors held 152,016 shares of Vanguard Total World Stock ETF worth $24M as of Q3 2026.
AA Financial Advisors bought 17,781 Vanguard Total World Stock ETF shares in Q3 2026, an estimated $2.82M.
Vanguard Total World Stock ETF made up 2.86% of AA Financial Advisors's portfolio in Q3 2026, its #7 holding.
AA Financial Advisors first reported a position in Vanguard Total World Stock ETF in Q4 2024 and has held it in 8 quarters since.
AA Financial Advisors's Vanguard Total World Stock ETF position peaked at $25.3M in Q3 2025.
295 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q3 2026.

Based on AA Financial Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.