Client 1st Advisory Group
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Client 1st Advisory Group’s Vanguard Total World Stock ETF VT Stock Holding History

Client 1st Advisory 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 		$868K Hold
5,501
– – 0.22% 57
2026
Q2 		$863K Sell
5,501
-330
-6% -$50.3K 0.23% 56
2026
Q1 		$807K Buy
5,831
+1
+0% +$144 0.25% 52
2025
Q4 		$822K Buy
5,830
+1
+0% +$140 0.26% 51
2025
Q3 		$803K Sell
5,829
-171
-3% -$22.7K 0.27% 46
2025
Q2 		$771K Buy
6,000
+1
+0% +$120 0.28% 43
2025
Q1 		$696K Buy
5,999
+1
+0% +$120 0.27% 49
2024
Q4 		$705K Sell
5,998
-208
-3% -$25K 0.27% 47
2024
Q3 		$743K Buy
6,206
+2
+0% +$230 0.3% 44
2024
Q2 		$699K Sell
6,204
-86
-1% -$9.48K 0.3% 43
2024
Q1 		$695K Buy
6,290
+1
+0% +$106 0.31% 43
2023
Q4 		$647K Sell
6,289
-161
-2% -$15.5K 0.31% 43
2023
Q3 		$601K Buy
6,450
+3
+0% +$291 0.32% 44
2023
Q2 		$625K Buy
6,447
+4
+0.1% +$375 0.33% 42
2023
Q1 		$593K Buy
6,443
+2
+0% +$181 0.32% 41
2022
Q4 		$555K Buy
6,441
+4
+0.1% +$342 0.32% 42
2022
Q3 		$508K Buy
6,437
+3
+0% +$264 0.32% 42
2022
Q2 		$549K Buy
6,434
+3
+0% +$277 0.33% 37
2022
Q1 		$651K Buy
6,431
+2
+0% +$203 0.32% 42
2021
Q4 		$691K Buy
6,429
+4
+0.1% +$425 0.34% 38
2021
Q3 		$654K Sell
6,425
-443
-6% -$46.4K 0.33% 38
2021
Q2 		$712K Sell
6,868
-207
-3% -$21.1K 0.37% 33
2021
Q1 		$688K Buy
7,075
+1
+0% +$96 0.39% 35
2020
Q4 		$667K Buy
7,074
+3
+0% +$260 0.43% 26
2020
Q3 		$614K Sell
7,071
-1,564
-18% -$126K 0.43% 27
2020
Q2 		$683K Sell
8,635
-11,927
-58% -$840K 0.57% 26
2020
Q1 		$1.29M Buy
+20,562
New +$1.55M 1.36% 20

Other funds holding VT

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
Prentice Wealth Management
Prentice Wealth Management Rochester, New York $493M AUM 7.72% 1-Year Est. Return
WJ Interests
WJ Interests Sugar Land, Texas $278M AUM 10.13% 1-Year Est. Return
GoalFusion Wealth Management
GoalFusion Wealth Management Austin, Texas $250M AUM 10.76% 1-Year Est. Return
Laurel Oak Wealth Management
Laurel Oak Wealth Management Marlton, New Jersey $713M AUM 22.47% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
IFS
Intelligent Financial Strategies Excelsior, Minnesota $206M AUM 8.95% 1-Year Est. Return
PartnerRe Asset Management
PartnerRe Asset Management Greenwich, Connecticut $162M AUM 1.4% 1-Year Est. Return
AA Financial Advisors
AA Financial Advisors Columbus, Ohio $840M AUM 11.98% 1-Year Est. Return

Client 1st Advisory Group's VT Position: Q3 2026 in Review

Client 1st Advisory Group held its Vanguard Total World Stock ETF (VT) position steady in Q3 2026 at 5,501 shares worth $868K. The position accounts for 0.22% of the portfolio, ranked #57.

Client 1st Advisory Group first reported a position in VT in Q1 2020 and has held it in 27 quarters since. The position peaked at $1.29M in Q1 2020. 309 funds tracked by Wall St. Rank hold VT as of Q3 2026.

  • Client 1st Advisory Group held 5,501 shares of Vanguard Total World Stock ETF worth $868K as of Q3 2026.
  • Client 1st Advisory Group left its Vanguard Total World Stock ETF share count unchanged in Q3 2026.
  • Vanguard Total World Stock ETF made up 0.22% of Client 1st Advisory Group's portfolio in Q3 2026, its #57 holding.
  • Client 1st Advisory Group first reported a position in Vanguard Total World Stock ETF in Q1 2020 and has held it in 27 quarters since.
  • Client 1st Advisory Group's Vanguard Total World Stock ETF position peaked at $1.29M in Q1 2020.
  • 309 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q3 2026.

Based on Client 1st Advisory Group's 13F filing for Q3 2026, filed 19 Oct 2026.