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

AWM

Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return

TAS

TIFF Advisory Services Radnor, Pennsylvania $408M AUM 20.34% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return

DWM

Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

3AM

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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. 596 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.
596 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.