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Affiance Financial’s Vanguard Total World Stock ETF VT Stock Holding History

Affiance Financial’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 		$5.31M Buy
33,815
+96
+0.3% +$14.6K 0.76% 19
2026
Q1 		$4.66M Buy
33,719
+540
+2% +$77.7K 0.76% 19
2025
Q4 		$4.68M Sell
33,179
-4
-0% -$559 0.75% 19
2025
Q3 		$4.57M Buy
33,183
+1,827
+6% +$243K 0.83% 17
2025
Q2 		$4.03M Buy
31,356
+1,795
+6% +$215K 0.82% 17
2025
Q1 		$3.43M Buy
29,561
+3,007
+11% +$360K 0.8% 19
2024
Q4 		$3.12M Buy
26,554
+1,146
+5% +$138K 0.75% 21
2024
Q3 		$3.04M Buy
25,408
+154
+0.6% +$17.7K 0.74% 22
2024
Q2 		$2.84M Sell
25,254
-316
-1% -$34.8K 0.74% 22
2024
Q1 		$2.83M Buy
25,570
+1,056
+4% +$112K 0.77% 21
2023
Q4 		$2.52M Buy
24,514
+1,525
+7% +$147K 0.73% 22
2023
Q3 		$2.14M Sell
22,989
-423
-2% -$41.1K 1.09% 18
2023
Q2 		$2.27M Buy
23,412
+1,645
+8% +$154K 1.11% 18
2023
Q1 		$2M Sell
21,767
-581
-3% -$52.6K 1.06% 19
2022
Q4 		$1.93M Buy
22,348
+702
+3% +$60K 0.78% 27
2022
Q3 		$1.71M Buy
21,646
+1,133
+6% +$99.6K 0.96% 18
2022
Q2 		$1.75M Buy
20,513
+2,503
+14% +$231K 0.94% 20
2022
Q1 		$1.82M Sell
18,010
-402
-2% -$40.7K 0.89% 22
2021
Q4 		$1.98M Sell
18,412
-1,656
-8% -$176K 0.83% 27
2021
Q3 		$2.04M Buy
20,068
+507
+3% +$53.1K 0.89% 23
2021
Q2 		$2.03M Buy
19,561
+265
+1% +$27K 0.86% 24
2021
Q1 		$1.88M Buy
19,296
+4,108
+27% +$395K 0.84% 25
2020
Q4 		$1.41M Buy
15,188
+1,378
+10% +$120K 0.73% 29
2020
Q3 		$1.11M Buy
13,810
+2,424
+21% +$195K 0.64% 34
2020
Q2 		$852K Buy
11,386
+2,844
+33% +$200K 0.46% 38
2020
Q1 		$536K Buy
8,542
+6,271
+276% +$473K 0.37% 42
2019
Q4 		$184K Buy
+2,271
New +$177K 0.1% 92

Other funds holding VT

AWM
Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
ZF
Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return
TAS
TIFF Advisory Services Radnor, Pennsylvania $408M AUM 20.34% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
DWM
Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Affiance Financial's VT Position: Q2 2026 in Review

Affiance Financial increased its Vanguard Total World Stock ETF (VT) stake by 0.28% in Q2 2026, buying an estimated $14.6K and bringing the position to 33,815 shares worth $5.31M. The position accounts for 0.76% of the portfolio, ranked #19.

Affiance Financial first reported a position in VT in Q4 2019 and has held it in 27 quarters since. 611 funds tracked by Wall St. Rank hold VT as of Q2 2026.

  • Affiance Financial held 33,815 shares of Vanguard Total World Stock ETF worth $5.31M as of Q2 2026.
  • Affiance Financial bought 96 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $14.6K.
  • Vanguard Total World Stock ETF made up 0.76% of Affiance Financial's portfolio in Q2 2026, its #19 holding.
  • Affiance Financial first reported a position in Vanguard Total World Stock ETF in Q4 2019 and has held it in 27 quarters since.
  • 611 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Affiance Financial's 13F filing for Q2 2026, filed 9 Jul 2026.