Carr Financial Group’s Vanguard Total World Stock ETF VT Stock Holding History

Carr Financial Group’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	Sell	1,679 -13	-0.8%	-$1.98K	0.06%	160
2026 Q1	$234K	Buy	1,692 +14	+0.8%	+$2.01K	0.06%	159
2025 Q4	$237K	Sell	1,678 -53	-3%	-$7.41K	0.06%	162
2025 Q3	$239K	Sell	1,731 -5	-0.3%	-$664	0.07%	164
2025 Q2	$223K	Hold	1,736	–	–	0.07%	174
2025 Q1	$201K	Hold	1,736	–	–	0.07%	174
2024 Q4	$204K	Sell	1,736 -18	-1%	-$2.16K	0.06%	178
2024 Q3	$210K	Buy	+1,754	New	+$202K	0.06%	190
2023 Q1	–	Sell	-2,379	Closed	-$205K	–	181
2022 Q4	$205K	Buy	+2,379	New	+$203K	0.11%	158

Other funds holding VT

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Brandywine Trust Hockessin, Delaware $621M AUM 15.59% 1-Year Est. Return

Carr Financial Group's VT Position: Q2 2026 in Review

Carr Financial Group reduced its Vanguard Total World Stock ETF (VT) stake by 0.77% in Q2 2026, selling an estimated $1.98K and leaving 1,679 shares worth $264K. The position accounts for 0.06% of the portfolio, ranked #160.

Carr Financial Group first reported a position in VT in Q4 2022 and has held it in 9 quarters since. 1,315 funds tracked by Wall St. Rank hold VT as of Q2 2026.

Carr Financial Group held 1,679 shares of Vanguard Total World Stock ETF worth $264K as of Q2 2026.
Carr Financial Group sold 13 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $1.98K.
Vanguard Total World Stock ETF made up 0.06% of Carr Financial Group's portfolio in Q2 2026, its #160 holding.
Carr Financial Group first reported a position in Vanguard Total World Stock ETF in Q4 2022 and has held it in 9 quarters since.
1,315 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Carr Financial Group's 13F filing for Q2 2026, filed 6 Aug 2026.