Burkett Financial Services
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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
Q3 		$1.37M Buy
8,687
+1,227
+16% +$195K 0.41% 22
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

Rakuten Investment Management
Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return
Mass General Brigham
Mass General Brigham Somerville, Massachusetts $456M AUM 27.51% 1-Year Est. Return
Angeles Wealth Management
Angeles Wealth Management Santa Monica, California $2.27B AUM 17.57% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return
Sageworth Trust
Sageworth Trust Lancaster, Pennsylvania $2.65B AUM 15.5% 1-Year Est. Return
AA
Alta Advisers London, United Kingdom $675M AUM 36.05% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Burkett Financial Services's VT Position: Q3 2026 in Review

Burkett Financial Services increased its Vanguard Total World Stock ETF (VT) stake by 16% in Q3 2026, buying an estimated $195K and bringing the position to 8,687 shares worth $1.37M. The position accounts for 0.41% of the portfolio, ranked #22.

Burkett Financial Services first reported a position in VT in Q4 2023 and has held it in 12 quarters since. 775 funds tracked by Wall St. Rank hold VT as of Q3 2026.

  • Burkett Financial Services held 8,687 shares of Vanguard Total World Stock ETF worth $1.37M as of Q3 2026.
  • Burkett Financial Services bought 1,227 Vanguard Total World Stock ETF shares in Q3 2026, an estimated $195K.
  • Vanguard Total World Stock ETF made up 0.41% of Burkett Financial Services's portfolio in Q3 2026, its #22 holding.
  • Burkett Financial Services first reported a position in Vanguard Total World Stock ETF in Q4 2023 and has held it in 12 quarters since.
  • 775 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q3 2026.

Based on Burkett Financial Services's 13F filing for Q3 2026, filed 1 Oct 2026.