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CFS Investment Advisory Services’s Vanguard Total World Stock ETF VT Stock Holding History

CFS Investment Advisory Services’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 		$2.68M Buy
17,173
+416
+2% +$63.5K 0.18% 101
2026
Q1 		$2.53M Buy
16,757
+634
+4% +$91.2K 0.17% 108
2025
Q4 		$2.27M Buy
16,123
+498
+3% +$69.6K 0.17% 114
2025
Q3 		$2.19M Buy
15,625
+902
+6% +$120K 0.16% 113
2025
Q2 		$1.89M Buy
14,723
+632
+4% +$75.6K 0.15% 119
2025
Q1 		$1.63M Buy
14,091
+760
+6% +$90.9K 0.15% 124
2024
Q4 		$1.57M Buy
13,331
+752
+6% +$90.3K 0.14% 125
2024
Q3 		$1.51M Buy
12,579
+925
+8% +$106K 0.13% 124
2024
Q2 		$1.31M Buy
+11,654
New +$1.29M 0.11% 117
2023
Q3 		– Sell
-10,540
Closed -$1.02M – 253
2023
Q2 		$1.02M Buy
+10,540
New +$988K 0.13% 117
2022
Q3 		– Sell
-9,680
Closed -$826K – 364
2022
Q2 		$826K Sell
9,680
-969,794
-99% -$89.7M 0.13% 139
2022
Q1 		$10K Buy
979,474
+972,730
+14,424% +$98.5M 0.04% 157
2021
Q4 		$691K Buy
+6,744
New +$717K 0.09% 151

Other funds holding VT

FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 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
PWM
Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return
FWA
FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
TCK
Topor & Co Korea Seoul $127M AUM
GWM
GoalFusion Wealth Management Austin, Texas $248M AUM 17.33% 1-Year Est. Return
LOWM
Laurel Oak Wealth Management Marlton, New Jersey $687M AUM
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

CFS Investment Advisory Services's VT Position: Q2 2026 in Review

CFS Investment Advisory Services increased its Vanguard Total World Stock ETF (VT) stake by 2.5% in Q2 2026, buying an estimated $63.5K and bringing the position to 17,173 shares worth $2.68M. The position accounts for 0.18% of the portfolio, ranked #101.

CFS Investment Advisory Services first reported a position in VT in Q4 2021 and has held it in 13 quarters since. 300 funds tracked by Wall St. Rank hold VT as of Q2 2026.

  • CFS Investment Advisory Services held 17,173 shares of Vanguard Total World Stock ETF worth $2.68M as of Q2 2026.
  • CFS Investment Advisory Services bought 416 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $63.5K.
  • Vanguard Total World Stock ETF made up 0.18% of CFS Investment Advisory Services's portfolio in Q2 2026, its #101 holding.
  • CFS Investment Advisory Services first reported a position in Vanguard Total World Stock ETF in Q4 2021 and has held it in 13 quarters since.
  • 300 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on CFS Investment Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.