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Cannon Financial Strategists’s Vanguard Total World Stock ETF VT Stock Holding History

Cannon Financial Strategists’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 		$264K Buy
1,685
+56
+3% +$8.54K 0.03% 110
2026
Q1 		$225K Buy
+1,629
New +$234K 0.03% 101

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
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
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
TAS
TIFF Advisory Services Radnor, Pennsylvania $408M AUM 20.34% 1-Year Est. Return

Cannon Financial Strategists's VT Position: Q2 2026 in Review

Cannon Financial Strategists increased its Vanguard Total World Stock ETF (VT) stake by 3.4% in Q2 2026, buying an estimated $8.54K and bringing the position to 1,685 shares worth $264K. The position accounts for 0.03% of the portfolio, ranked #110.

Cannon Financial Strategists first reported a position in VT in Q1 2026 and has held it in 2 quarters since. 867 funds tracked by Wall St. Rank hold VT as of Q2 2026.

  • Cannon Financial Strategists held 1,685 shares of Vanguard Total World Stock ETF worth $264K as of Q2 2026.
  • Cannon Financial Strategists bought 56 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $8.54K.
  • Vanguard Total World Stock ETF made up 0.03% of Cannon Financial Strategists's portfolio in Q2 2026, its #110 holding.
  • Cannon Financial Strategists first reported a position in Vanguard Total World Stock ETF in Q1 2026 and has held it in 2 quarters since.
  • 867 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Cannon Financial Strategists's 13F filing for Q2 2026, filed 7 Aug 2026.