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

Blackston Financial Advisory Group’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 Q1	$648K	Sell	4,687 -140	-3%	-$20.1K	0.41%	37
2025 Q4	$681K	Sell	4,827 -163	-3%	-$22.8K	0.41%	37
2025 Q3	$688K	Sell	4,990 -305	-6%	-$40.5K	0.41%	38
2025 Q2	$680K	Sell	5,295 -22	-0.4%	-$2.63K	0.43%	36
2025 Q1	$617K	Sell	5,317 -169	-3%	-$20.2K	0.42%	35
2024 Q4	$644K	Sell	5,486 -1,720	-24%	-$206K	0.32%	51
2024 Q3	$863K	Buy	+7,206	New	+$829K	0.45%	36
2024 Q1	–	Sell	-2,913	Closed	-$300K	–	97
2023 Q4	$300K	Buy	+2,913	New	+$280K	0.19%	74
2023 Q3	–	Sell	-2,118	Closed	-$205K	–	96
2023 Q2	$205K	Buy	+2,118	New	+$199K	0.15%	88

Other funds holding VT

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Blackston Financial Advisory Group's VT Position: Q1 2026 in Review

Blackston Financial Advisory Group reduced its Vanguard Total World Stock ETF (VT) stake by 2.9% in Q1 2026, selling an estimated $20.1K and leaving 4,687 shares worth $648K. The position accounts for 0.41% of the portfolio, ranked #37.

Blackston Financial Advisory Group first reported a position in VT in Q2 2023 and has held it in 9 quarters since. The position peaked at $863K in Q3 2024. 1,231 funds tracked by Wall St. Rank hold VT as of Q1 2026.

Blackston Financial Advisory Group held 4,687 shares of Vanguard Total World Stock ETF worth $648K as of Q1 2026.
Blackston Financial Advisory Group sold 140 Vanguard Total World Stock ETF shares in Q1 2026, an estimated $20.1K.
Vanguard Total World Stock ETF made up 0.41% of Blackston Financial Advisory Group's portfolio in Q1 2026, its #37 holding.
Blackston Financial Advisory Group first reported a position in Vanguard Total World Stock ETF in Q2 2023 and has held it in 9 quarters since.
Blackston Financial Advisory Group's Vanguard Total World Stock ETF position peaked at $863K in Q3 2024.
1,231 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2026.

Based on Blackston Financial Advisory Group's 13F filing for Q1 2026, filed 23 Apr 2026.