Beacon Financial Advisory
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Beacon Financial Advisory’s Vanguard Total World Stock ETF VT Stock Holding History

Beacon Financial Advisory’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 		$360K Buy
2,283
+94
+4% +$14.9K 0.07% 307
2026
Q2 		$344K Buy
2,189
+122
+6% +$18.6K 0.07% 312
2026
Q1 		$286K Buy
2,067
+1
+0% +$144 0.06% 315
2025
Q4 		$291K Buy
2,066
+24
+1% +$3.36K 0.07% 302
2025
Q3 		$281K Buy
2,042
+1
+0% +$133 0.07% 306
2025
Q2 		$262K Buy
2,041
+2
+0.1% +$239 0.07% 293
2025
Q1 		$236K Sell
2,039
-606
-23% -$72.5K 0.07% 289
2024
Q4 		$311K Buy
2,645
+5
+0.2% +$600 0.1% 220
2024
Q3 		$316K Buy
2,640
+1
+0% +$115 0.11% 210
2024
Q2 		$297K Buy
2,639
+1
+0% +$110 0.11% 214
2024
Q1 		$291K Sell
2,638
-121
-4% -$12.8K 0.14% 186
2023
Q4 		$284K Buy
2,759
+4
+0.1% +$385 0.14% 190
2023
Q3 		$257K Sell
2,755
-9
-0.3% -$874 0.14% 189
2023
Q2 		$268K Buy
2,764
+1
+0% +$94 0.15% 180
2023
Q1 		$254K Buy
2,763
+1
+0% +$91 0.16% 169
2022
Q4 		$238K Sell
2,762
-773
-22% -$66K 0.17% 161
2022
Q3 		$279K Sell
3,535
-3,105
-47% -$273K 0.2% 149
2022
Q2 		$567K Sell
6,640
-17,000
-72% -$1.57M 0.32% 104
2022
Q1 		$2.39M Buy
23,640
+1,837
+8% +$186K 1.14% 14
2021
Q4 		$2.34M Sell
21,803
-1,136
-5% -$121K 1.08% 19
2021
Q3 		$2.34M Sell
22,939
-857
-4% -$89.8K 1.21% 15
2021
Q2 		$2.47M Sell
23,796
-49
-0.2% -$5K 1.33% 13
2021
Q1 		$2.32M Sell
23,845
-5,416
-19% -$521K 1.33% 13
2020
Q4 		$2.71M Sell
29,261
-8,958
-23% -$777K 1.76% 8
2020
Q3 		$3.08M Buy
38,219
+1,474
+4% +$118K 2.68% 3
2020
Q2 		$2.75M Buy
36,745
+1,712
+5% +$121K 2.99% 2
2020
Q1 		$2.2M Buy
35,033
+1,140
+3% +$85.9K 2.8% 3
2019
Q4 		$2.74M Buy
+33,893
New +$2.64M 2.35% 6

Other funds holding VT

Rakuten Investment Management
Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return
Mass General Brigham
Mass General Brigham Somerville, Massachusetts $456M AUM 27.51% 1-Year Est. Return
Angeles Wealth Management
Angeles Wealth Management Santa Monica, California $2.27B AUM 17.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return
Sageworth Trust
Sageworth Trust Lancaster, Pennsylvania $2.65B AUM 15.53% 1-Year Est. Return
AA
Alta Advisers London, United Kingdom $675M AUM 36.05% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Beacon Financial Advisory's VT Position: Q3 2026 in Review

Beacon Financial Advisory increased its Vanguard Total World Stock ETF (VT) stake by 4.3% in Q3 2026, buying an estimated $14.9K and bringing the position to 2,283 shares worth $360K. The position accounts for 0.07% of the portfolio, ranked #307.

Beacon Financial Advisory first reported a position in VT in Q4 2019 and has held it in 28 quarters since. The position peaked at $3.08M in Q3 2020. 816 funds tracked by Wall St. Rank hold VT as of Q3 2026.

  • Beacon Financial Advisory held 2,283 shares of Vanguard Total World Stock ETF worth $360K as of Q3 2026.
  • Beacon Financial Advisory bought 94 Vanguard Total World Stock ETF shares in Q3 2026, an estimated $14.9K.
  • Vanguard Total World Stock ETF made up 0.07% of Beacon Financial Advisory's portfolio in Q3 2026, its #307 holding.
  • Beacon Financial Advisory first reported a position in Vanguard Total World Stock ETF in Q4 2019 and has held it in 28 quarters since.
  • Beacon Financial Advisory's Vanguard Total World Stock ETF position peaked at $3.08M in Q3 2020.
  • 816 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q3 2026.

Based on Beacon Financial Advisory's 13F filing for Q3 2026, filed 16 Oct 2026.