Burkett Financial Services’s Vanguard Total World Stock ETF VT Stock Holding History

Burkett Financial Services’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	$1.17M	Buy	7,460 +368	+5%	+$56.1K	0.37%	23
2026 Q1	$981K	Buy	7,092 +1,133	+19%	+$163K	0.34%	26
2025 Q4	$841K	Buy	5,959 +225	+4%	+$31.5K	0.29%	30
2025 Q3	$790K	Buy	5,734 +209	+4%	+$27.8K	0.27%	32
2025 Q2	$710K	Buy	5,525 +516	+10%	+$61.7K	0.26%	32
2025 Q1	$581K	Buy	5,009 +1,025	+26%	+$123K	0.24%	33
2024 Q4	$468K	Buy	3,984 +222	+6%	+$26.6K	0.19%	34
2024 Q3	$450K	Sell	3,762 -650	-15%	-$74.7K	0.19%	35
2024 Q2	$497K	Buy	4,412 +617	+16%	+$68K	0.26%	31
2024 Q1	$419K	Buy	3,795 +376	+11%	+$39.8K	0.22%	33
2023 Q4	$352K	Buy	+3,419	New	+$329K	0.2%	36

Other funds holding VT

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Brandywine Trust Hockessin, Delaware $621M AUM 15.59% 1-Year Est. Return

Burkett Financial Services's VT Position: Q2 2026 in Review

Burkett Financial Services increased its Vanguard Total World Stock ETF (VT) stake by 5.2% in Q2 2026, buying an estimated $56.1K and bringing the position to 7,460 shares worth $1.17M. The position accounts for 0.37% of the portfolio, ranked #23.

Burkett Financial Services first reported a position in VT in Q4 2023 and has held it in 11 quarters since. 1,317 funds tracked by Wall St. Rank hold VT as of Q2 2026.

Burkett Financial Services held 7,460 shares of Vanguard Total World Stock ETF worth $1.17M as of Q2 2026.
Burkett Financial Services bought 368 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $56.1K.
Vanguard Total World Stock ETF made up 0.37% of Burkett Financial Services's portfolio in Q2 2026, its #23 holding.
Burkett Financial Services first reported a position in Vanguard Total World Stock ETF in Q4 2023 and has held it in 11 quarters since.
1,317 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Burkett Financial Services's 13F filing for Q2 2026, filed 2 Jul 2026.