AWE
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Avidian Wealth Enterprises’s Vanguard Total World Stock ETF VT Stock Holding History

Avidian Wealth Enterprises’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 		$759K Buy
4,805
+129
+3% +$20.5K 0.02% 387
2026
Q2 		$734K Buy
4,676
+65
+1% +$9.92K 0.02% 393
2026
Q1 		$638K Hold
4,611
– – 0.02% 390
2025
Q4 		$650K Hold
4,611
– – 0.02% 311
2025
Q3 		$635K Buy
4,611
+182
+4% +$24.2K 0.02% 313
2025
Q2 		$569K Hold
4,429
– – 0.02% 306
2025
Q1 		$514K Sell
4,429
-4
-0.1% -$479 0.02% 305
2024
Q4 		$521K Hold
4,433
– – 0.02% 288
2024
Q3 		$531K Sell
4,433
-8
-0.2% -$920 0.02% 289
2024
Q2 		$500K Buy
4,441
+8
+0.2% +$882 0.02% 294
2024
Q1 		$490K Hold
4,433
– – 0.02% 271
2023
Q4 		$456K Sell
4,433
-5,169
-54% -$497K 0.03% 278
2023
Q3 		$895K Buy
+9,602
New +$932K 0.06% 175

Other funds holding VT

GWM
GoalFusion Wealth Management Austin, Texas $250M AUM 10.76% 1-Year Est. Return
PAM
PartnerRe Asset Management Greenwich, Connecticut $162M AUM 1.4% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
PPF
Pacific Park Financial Lagina Hills, California $169M AUM 11.63% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
FS
Financial Symmetry Raleigh, North Carolina $313M AUM 16.11% 1-Year Est. Return
ANBOT
American National Bank of Texas Richardson, Texas $109M AUM 11.13% 1-Year Est. Return

Avidian Wealth Enterprises's VT Position: Q3 2026 in Review

Avidian Wealth Enterprises increased its Vanguard Total World Stock ETF (VT) stake by 2.8% in Q3 2026, buying an estimated $20.5K and bringing the position to 4,805 shares worth $759K. The position accounts for 0.02% of the portfolio, ranked #387.

Avidian Wealth Enterprises first reported a position in VT in Q3 2023 and has held it in 13 quarters since. The position peaked at $895K in Q3 2023. 100 funds tracked by Wall St. Rank hold VT as of Q3 2026.

  • Avidian Wealth Enterprises held 4,805 shares of Vanguard Total World Stock ETF worth $759K as of Q3 2026.
  • Avidian Wealth Enterprises bought 129 Vanguard Total World Stock ETF shares in Q3 2026, an estimated $20.5K.
  • Vanguard Total World Stock ETF made up 0.02% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #387 holding.
  • Avidian Wealth Enterprises first reported a position in Vanguard Total World Stock ETF in Q3 2023 and has held it in 13 quarters since.
  • Avidian Wealth Enterprises's Vanguard Total World Stock ETF position peaked at $895K in Q3 2023.
  • 100 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.