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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
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

Other funds holding VT

AWM
Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
TAS
TIFF Advisory Services Radnor, Pennsylvania $408M AUM 20.34% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
BCA
Bernzott Capital Advisors Camarillo, California $250M AUM 26.89% 1-Year Est. Return
TF
Threadgill Financial Spring, Texas $243M AUM 10.69% 1-Year Est. Return

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

Certior Financial Group increased its Vanguard Total World Stock ETF (VT) stake by 8.1% in Q2 2026, buying an estimated $141K and bringing the position to 12,335 shares worth $1.94M. The position accounts for 1.06% of the portfolio, ranked #23.

Certior Financial Group first reported a position in VT in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.7M in Q3 2025. 569 funds tracked by Wall St. Rank hold VT as of Q2 2026.

  • Certior Financial Group held 12,335 shares of Vanguard Total World Stock ETF worth $1.94M as of Q2 2026.
  • Certior Financial Group bought 921 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $141K.
  • Vanguard Total World Stock ETF made up 1.06% of Certior Financial Group's portfolio in Q2 2026, its #23 holding.
  • Certior Financial Group first reported a position in Vanguard Total World Stock ETF in Q3 2025 and has held it in 4 quarters since.
  • Certior Financial Group's Vanguard Total World Stock ETF position peaked at $2.7M in Q3 2025.
  • 569 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Certior Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.