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Beaird Harris Wealth Management’s Vanguard Total World Stock ETF VT Stock Holding History

Beaird Harris Wealth Management’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 		$5.34K Hold
34
– – ﹤0.01% 440
2026
Q1 		$4.7K Hold
34
– – ﹤0.01% 418
2025
Q4 		$4.8K Hold
34
– – ﹤0.01% 443
2025
Q3 		$4.69K Sell
34
-5
-13% -$664 ﹤0.01% 433
2025
Q2 		$5.01K Hold
39
– – ﹤0.01% 425
2025
Q1 		$4.52K Sell
39
-4
-9% -$479 ﹤0.01% 393
2024
Q4 		$5.05K Buy
43
+4
+10% +$480 ﹤0.01% 378
2024
Q3 		$4.67K Sell
39
-608
-94% -$69.9K ﹤0.01% 383
2024
Q2 		$72.9K Hold
647
– – 0.01% 186
2024
Q1 		$71.5K Buy
647
+7
+1% +$740 0.01% 176
2023
Q4 		$65.8K Hold
640
– – 0.01% 172
2023
Q3 		$59.6K Buy
640
+613
+2,270% +$59.5K 0.01% 163
2023
Q2 		$2.62K Hold
27
– – ﹤0.01% 359
2023
Q1 		$2.49K Hold
27
– – ﹤0.01% 365
2022
Q4 		$2.33K Buy
+27
New +$2.31K ﹤0.01% 555

Other funds holding VT

FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
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
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 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

Beaird Harris Wealth Management's VT Position: Q2 2026 in Review

Beaird Harris Wealth Management held its Vanguard Total World Stock ETF (VT) position steady in Q2 2026 at 34 shares worth $5.34K. The position accounts for ﹤0.01% of the portfolio, ranked #440.

Beaird Harris Wealth Management first reported a position in VT in Q4 2022 and has held it in 15 quarters since. The position peaked at $72.9K in Q2 2024. 230 funds tracked by Wall St. Rank hold VT as of Q2 2026.

  • Beaird Harris Wealth Management held 34 shares of Vanguard Total World Stock ETF worth $5.34K as of Q2 2026.
  • Beaird Harris Wealth Management left its Vanguard Total World Stock ETF share count unchanged in Q2 2026.
  • Vanguard Total World Stock ETF made up ﹤0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #440 holding.
  • Beaird Harris Wealth Management first reported a position in Vanguard Total World Stock ETF in Q4 2022 and has held it in 15 quarters since.
  • Beaird Harris Wealth Management's Vanguard Total World Stock ETF position peaked at $72.9K in Q2 2024.
  • 230 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.