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BFSG LLC’s Vanguard Total World Stock ETF VT Stock Holding History

BFSG LLC’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 		$4.08K Sell
26
-2
-7% -$305 ﹤0.01% 643
2026
Q1 		$3.87K Hold
28
– – ﹤0.01% 637
2025
Q4 		$3.95K Hold
28
– – ﹤0.01% 607
2025
Q3 		$3.86K Hold
28
– – ﹤0.01% 601
2025
Q2 		$3.6K Hold
28
– – ﹤0.01% 579
2025
Q1 		$3.25K Hold
28
– – ﹤0.01% 577
2024
Q4 		$3.29K Buy
+28
New +$3.36K ﹤0.01% 581

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
AFA
AA Financial Advisors Columbus, Ohio $832M AUM 20.55% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

BFSG LLC's VT Position: Q2 2026 in Review

BFSG LLC reduced its Vanguard Total World Stock ETF (VT) stake by 7.1% in Q2 2026, selling an estimated $305 and leaving 26 shares worth $4.08K. The position accounts for ﹤0.01% of the portfolio, ranked #643.

BFSG LLC first reported a position in VT in Q4 2024 and has held it in 7 quarters since. 275 funds tracked by Wall St. Rank hold VT as of Q2 2026.

  • BFSG LLC held 26 shares of Vanguard Total World Stock ETF worth $4.08K as of Q2 2026.
  • BFSG LLC sold 2 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $305.
  • Vanguard Total World Stock ETF made up ﹤0.01% of BFSG LLC's portfolio in Q2 2026, its #643 holding.
  • BFSG LLC first reported a position in Vanguard Total World Stock ETF in Q4 2024 and has held it in 7 quarters since.
  • 275 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on BFSG LLC's 13F filing for Q2 2026, filed 20 Jul 2026.