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

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

FWA

FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

TCK

Topor & Co Korea Seoul $127M AUM

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

GWM

GoalFusion Wealth Management Austin, Texas $248M AUM 17.33% 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. 329 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.
329 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.