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Cahill Financial Advisors’s Vanguard Total World Stock ETF VT Stock Holding History

Cahill Financial Advisors’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 		$624K Buy
3,973
+14
+0.4% +$2.14K 0.06% 163
2026
Q1 		$548K Buy
3,959
+9
+0.2% +$1.29K 0.06% 171
2025
Q4 		$557K Sell
3,950
-363
-8% -$50.7K 0.06% 166
2025
Q3 		$594K Buy
4,313
+660
+18% +$87.7K 0.07% 158
2025
Q2 		$469K Buy
3,653
+104
+3% +$12.4K 0.06% 180
2025
Q1 		$411K Hold
3,549
– – 0.06% 188
2024
Q4 		$417K Hold
3,549
– – 0.06% 176
2024
Q3 		$425K Sell
3,549
-3,444
-49% -$396K 0.06% 179
2024
Q2 		$788K Buy
6,993
+507
+8% +$55.9K 0.11% 141
2024
Q1 		$717K Sell
6,486
-938
-13% -$99.2K 0.1% 150
2023
Q4 		$764K Buy
7,424
+1,952
+36% +$188K 0.11% 137
2023
Q3 		$510K Buy
5,472
+239
+5% +$23.2K 0.08% 158
2023
Q2 		$508K Buy
5,233
+32
+0.6% +$3K 0.08% 160
2023
Q1 		$479K Sell
5,201
-329
-6% -$29.8K 0.09% 155
2022
Q4 		$477K Sell
5,530
-345
-6% -$29.5K 0.09% 154
2022
Q3 		$463K Sell
5,875
-1,137
-16% -$99.9K 0.1% 155
2022
Q2 		$598K Buy
7,012
+617
+10% +$57K 0.13% 138
2022
Q1 		$648K Buy
6,395
+1,017
+19% +$103K 0.12% 142
2021
Q4 		$578K Sell
5,378
-395
-7% -$42K 0.11% 153
2021
Q3 		$588K Buy
5,773
+4
+0.1% +$419 0.12% 145
2021
Q2 		$598K Sell
5,769
-1,546
-21% -$158K 0.13% 134
2021
Q1 		$712K Buy
7,315
+1,106
+18% +$106K 0.17% 113
2020
Q4 		$575K Sell
6,209
-28
-0.4% -$2.43K 0.15% 116
2020
Q3 		$503K Buy
6,237
+69
+1% +$5.54K 0.18% 105
2020
Q2 		$462K Buy
6,168
+1,659
+37% +$117K 0.18% 103
2020
Q1 		$284K Buy
4,509
+7
+0.2% +$528 0.13% 124
2019
Q4 		$365K Buy
4,502
+25
+0.6% +$1.95K 0.13% 126
2019
Q3 		$336K Buy
4,477
+81
+2% +$6.05K 0.13% 123
2019
Q2 		$331K Sell
4,396
-260
-6% -$19.3K 0.13% 118
2019
Q1 		$341K Buy
4,656
+208
+5% +$14.8K 0.14% 117
2018
Q4 		$292K Buy
4,448
+39
+0.9% +$2.73K 0.15% 121
2018
Q3 		$335K Buy
4,409
+352
+9% +$26.5K 0.15% 125
2018
Q2 		$298K Sell
4,057
-88
-2% -$6.56K 0.14% 131
2018
Q1 		$306K Buy
4,145
+10
+0.2% +$758 0.15% 126
2017
Q4 		$308K Sell
4,135
-253
-6% -$18.4K 0.15% 114
2017
Q3 		$311K Buy
4,388
+456
+12% +$31.6K 0.16% 112
2017
Q2 		$266K Buy
3,932
+30
+0.8% +$2.01K 0.15% 119
2017
Q1 		$255K Buy
3,902
+104
+3% +$6.65K 0.15% 113
2016
Q4 		$232K Sell
3,798
-138
-4% -$8.34K 0.14% 114
2016
Q3 		$240K Sell
3,936
-213
-5% -$12.8K 0.16% 111
2016
Q2 		$241K Sell
4,149
-45
-1% -$2.61K 0.17% 105
2016
Q1 		$242K Buy
4,194
+23
+0.6% +$1.25K 0.18% 100
2015
Q4 		$241K Buy
4,171
+266
+7% +$15.6K 0.2% 92
2015
Q3 		$216K Sell
3,905
-236
-6% -$14K 0.18% 98
2015
Q2 		$255K Buy
4,141
+313
+8% +$19.8K 0.19% 95
2015
Q1 		$236K Sell
3,828
-1,132
-23% -$69.1K 0.18% 96
2014
Q4 		$299K Sell
4,960
-3,108
-39% -$187K 0.23% 85
2014
Q3 		$488K Sell
8,068
-898
-10% -$55.7K 0.39% 67
2014
Q2 		$558K Buy
8,966
+2,152
+32% +$131K 0.44% 52
2014
Q1 		$407K Sell
6,814
-4,077
-37% -$239K 0.35% 64
2013
Q4 		$647K Buy
+10,891
New +$627K 0.56% 47

Other funds holding VT

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AWM
Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PCM
Permanent Capital Management Chicago, Illinois $747M AUM 17.94% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return
ZF
Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return

Cahill Financial Advisors's VT Position: Q2 2026 in Review

Cahill Financial Advisors increased its Vanguard Total World Stock ETF (VT) stake by 0.35% in Q2 2026, buying an estimated $2.14K and bringing the position to 3,973 shares worth $624K. The position accounts for 0.06% of the portfolio, ranked #163.

Cahill Financial Advisors first reported a position in VT in Q4 2013 and has held it in 51 quarters since. The position peaked at $788K in Q2 2024. 1,017 funds tracked by Wall St. Rank hold VT as of Q2 2026.

  • Cahill Financial Advisors held 3,973 shares of Vanguard Total World Stock ETF worth $624K as of Q2 2026.
  • Cahill Financial Advisors bought 14 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $2.14K.
  • Vanguard Total World Stock ETF made up 0.06% of Cahill Financial Advisors's portfolio in Q2 2026, its #163 holding.
  • Cahill Financial Advisors first reported a position in Vanguard Total World Stock ETF in Q4 2013 and has held it in 51 quarters since.
  • Cahill Financial Advisors's Vanguard Total World Stock ETF position peaked at $788K in Q2 2024.
  • 1,017 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Cahill Financial Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.