Benchmark Financial’s Vanguard Total World Stock ETF VT Stock Holding History

Benchmark Financial’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	$1.09M	Buy	+6,908	New	+$1.1M	0.84%	25

Other funds holding VT

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

WJ Interests Sugar Land, Texas $278M AUM 10.13% 1-Year Est. Return

GWM

GoalFusion Wealth Management Austin, Texas $250M AUM 10.76% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

IFS

Intelligent Financial Strategies Excelsior, Minnesota $206M AUM 8.95% 1-Year Est. Return

PAM

PartnerRe Asset Management Greenwich, Connecticut $162M AUM 1.4% 1-Year Est. Return

Weil Company San Diego, California $580M AUM 14.7% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Benchmark Financial's VT Position: Q3 2026 in Review

Benchmark Financial opened a new position in Vanguard Total World Stock ETF (VT) in Q3 2026: 6,908 shares worth $1.09M. The stake represents 0.84% of the portfolio and ranks #25 among its holdings.

224 funds tracked by Wall St. Rank hold VT as of Q3 2026.

Benchmark Financial held 6,908 shares of Vanguard Total World Stock ETF worth $1.09M as of Q3 2026.
Vanguard Total World Stock ETF was a new Benchmark Financial position in Q3 2026.
Vanguard Total World Stock ETF made up 0.84% of Benchmark Financial's portfolio in Q3 2026, its #25 holding.
224 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q3 2026.

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