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

Beacon Financial Strategies’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 		$221K Hold
1,406
– – 0.11% 46
2026
Q1 		$194K Hold
1,406
– – 0.11% 40
2025
Q4 		$198K Buy
+1,406
New +$197K 0.11% 40

Other funds holding VT

TF
Threadgill Financial Spring, Texas $243M AUM 10.69% 1-Year Est. Return
PWM
Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return
FWA
FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return
TCK
Topor & Co Korea Seoul $127M AUM
GWM
GoalFusion Wealth Management Austin, Texas $248M AUM 17.33% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
PEA
Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Beacon Financial Strategies's VT Position: Q2 2026 in Review

Beacon Financial Strategies held its Vanguard Total World Stock ETF (VT) position steady in Q2 2026 at 1,406 shares worth $221K. The position accounts for 0.11% of the portfolio, ranked #46.

Beacon Financial Strategies first reported a position in VT in Q4 2025 and has held it in 3 quarters since. 212 funds tracked by Wall St. Rank hold VT as of Q2 2026.

  • Beacon Financial Strategies held 1,406 shares of Vanguard Total World Stock ETF worth $221K as of Q2 2026.
  • Beacon Financial Strategies left its Vanguard Total World Stock ETF share count unchanged in Q2 2026.
  • Vanguard Total World Stock ETF made up 0.11% of Beacon Financial Strategies's portfolio in Q2 2026, its #46 holding.
  • Beacon Financial Strategies first reported a position in Vanguard Total World Stock ETF in Q4 2025 and has held it in 3 quarters since.
  • 212 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Beacon Financial Strategies's 13F filing for Q2 2026, filed 8 Jul 2026.