Cardiff Park Advisors
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Cardiff Park Advisors’s Vanguard Total World Stock ETF VT Stock Holding History

Cardiff Park 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
Q3 		$1.17M Sell
7,427
-1,358
-15% -$215K 0.08% 110
2026
Q2 		$1.38M Buy
8,785
+34
+0.4% +$5.19K 0.11% 94
2026
Q1 		$1.21M Buy
8,751
+361
+4% +$51.9K 0.1% 104
2025
Q4 		$1.18M Buy
8,390
+1,907
+29% +$267K 0.1% 108
2025
Q3 		$893K Buy
6,483
+3,146
+94% +$418K 0.07% 133
2025
Q2 		$429K Sell
3,337
-696
-17% -$83.2K 0.04% 188
2025
Q1 		$468K Buy
4,033
+9
+0.2% +$1.08K 0.05% 171
2024
Q4 		$473K Buy
4,024
+21
+0.5% +$2.52K 0.04% 164
2024
Q3 		$479K Buy
4,003
+10
+0.3% +$1.15K 0.04% 164
2024
Q2 		$450K Buy
3,993
+14
+0.4% +$1.54K 0.04% 166
2024
Q1 		$440K Buy
3,979
+138
+4% +$14.6K 0.04% 175
2023
Q4 		$395K Buy
3,841
+21
+0.5% +$2.02K 0.04% 167
2023
Q3 		$356K Buy
3,820
+271
+8% +$26.3K 0.04% 164
2023
Q2 		$344K Buy
3,549
+15
+0.4% +$1.41K 0.04% 177
2023
Q1 		$325K Buy
3,534
+8
+0.2% +$725 0.04% 177
2022
Q4 		$304K Sell
3,526
-5,291
-60% -$452K 0.04% 194
2022
Q3 		$696K Buy
8,817
+18
+0.2% +$1.58K 0.11% 104
2022
Q2 		$751K Buy
8,799
+27
+0.3% +$2.5K 0.11% 101
2022
Q1 		$888K Buy
8,772
+311
+4% +$31.5K 0.13% 83
2021
Q4 		$909K Buy
+8,461
New +$899K 0.12% 82

Other funds holding VT

Rakuten Investment Management
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UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 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
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
OneDigital Investment Advisors
OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return
Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return

Cardiff Park Advisors's VT Position: Q3 2026 in Review

Cardiff Park Advisors reduced its Vanguard Total World Stock ETF (VT) stake by 15% in Q3 2026, selling an estimated $215K and leaving 7,427 shares worth $1.17M. The position accounts for 0.08% of the portfolio, ranked #110.

Cardiff Park Advisors first reported a position in VT in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.38M in Q2 2026. 905 funds tracked by Wall St. Rank hold VT as of Q3 2026.

  • Cardiff Park Advisors held 7,427 shares of Vanguard Total World Stock ETF worth $1.17M as of Q3 2026.
  • Cardiff Park Advisors sold 1,358 Vanguard Total World Stock ETF shares in Q3 2026, an estimated $215K.
  • Vanguard Total World Stock ETF made up 0.08% of Cardiff Park Advisors's portfolio in Q3 2026, its #110 holding.
  • Cardiff Park Advisors first reported a position in Vanguard Total World Stock ETF in Q4 2021 and has held it in 20 quarters since.
  • Cardiff Park Advisors's Vanguard Total World Stock ETF position peaked at $1.38M in Q2 2026.
  • 905 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q3 2026.

Based on Cardiff Park Advisors's 13F filing for Q3 2026, filed 9 Nov 2026.