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

Certior 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
Q3 		– Sell
-12,335
Closed -$1.94M – 156
2026
Q2 		$1.94M Buy
12,335
+921
+8% +$141K 1.06% 23
2026
Q1 		$1.58M Buy
11,414
+445
+4% +$64K 1.01% 26
2025
Q4 		$1.55M Sell
10,969
-8,595
-44% -$1.2M 1.05% 30
2025
Q3 		$2.7M Buy
+19,564
New +$2.6M 1.79% 16

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Barings
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Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Bernzott Capital Advisors
Bernzott Capital Advisors Camarillo, California $233M AUM 9.08% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
YC
Yarbrough Capital Franklin, Tennessee $3.58B AUM 26% 1-Year Est. Return
BIP Wealth
BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
Prentice Wealth Management
Prentice Wealth Management Rochester, New York $493M AUM 7.72% 1-Year Est. Return

Certior Financial Group's VT Position: Q3 2026 in Review

Certior Financial Group sold out of Vanguard Total World Stock ETF (VT) in Q3 2026, closing a stake of 12,335 shares — an estimated $1.94M sold.

Certior Financial Group first reported a position in VT in Q3 2025 and held it in 4 quarters. The position peaked at $2.7M in Q3 2025. 561 funds tracked by Wall St. Rank hold VT as of Q3 2026.

  • Certior Financial Group reported no remaining Vanguard Total World Stock ETF position as of Q3 2026 after selling out during the quarter.
  • Certior Financial Group sold 12,335 Vanguard Total World Stock ETF shares in Q3 2026, an estimated $1.94M.
  • Certior Financial Group first reported a position in Vanguard Total World Stock ETF in Q3 2025 and held it in 4 quarters.
  • Certior Financial Group's Vanguard Total World Stock ETF position peaked at $2.7M in Q3 2025.
  • 561 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q3 2026.

Based on Certior Financial Group's 13F filing for Q3 2026, filed 19 Oct 2026.