Arlington Trust’s Vanguard Total World Stock ETF VT Stock Holding History

Arlington Trust’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	$1.13M	Sell	7,220 -1,315	-15%	-$201K	0.1%	40
2026 Q1	$1.18M	Hold	8,535	–	–	0.1%	39
2025 Q4	$1.2M	Sell	8,535 -73	-0.8%	-$10.2K	0.12%	38
2025 Q3	$1.19M	Hold	8,608	–	–	0.21%	61
2025 Q2	$1.11M	Sell	8,608 -2,083	-19%	-$249K	0.22%	61
2025 Q1	$1.24M	Sell	10,691 -437	-4%	-$52.3K	0.26%	53
2024 Q4	$1.31M	Sell	11,128 -207	-2%	-$24.8K	0.27%	49
2024 Q3	$1.36M	Sell	11,335 -2,650	-19%	-$305K	0.3%	44
2024 Q2	$1.58M	Sell	13,985 -456	-3%	-$50.3K	0.37%	33
2024 Q1	$1.6M	Hold	14,441	–	–	0.41%	33
2023 Q4	$1.49M	Buy	+14,441	New	+$1.39M	0.42%	35

Other funds holding VT

Threadgill Financial Spring, Texas $243M AUM 10.69% 1-Year Est. Return

Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return

FSM Wealth Advisors Cleveland, Ohio $932M AUM 22.84% 1-Year Est. Return

Topor & Co Korea Seoul $127M AUM

GoalFusion Wealth Management Austin, Texas $248M AUM 17.33% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return