C1AG
VT icon

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
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

FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 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
TCK
Topor & Co Korea Seoul $127M AUM
GWM
GoalFusion Wealth Management Austin, Texas $248M AUM 17.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
AFA
AA Financial Advisors Columbus, Ohio $832M AUM 20.55% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

Client 1st Advisory Group's VT Position: Q2 2026 in Review

Client 1st Advisory Group reduced its Vanguard Total World Stock ETF (VT) stake by 5.7% in Q2 2026, selling an estimated $50.3K and leaving 5,501 shares worth $863K. The position accounts for 0.23% of the portfolio, ranked #56.

Client 1st Advisory Group first reported a position in VT in Q1 2020 and has held it in 26 quarters since. The position peaked at $1.29M in Q1 2020. 271 funds tracked by Wall St. Rank hold VT as of Q2 2026.

  • Client 1st Advisory Group held 5,501 shares of Vanguard Total World Stock ETF worth $863K as of Q2 2026.
  • Client 1st Advisory Group sold 330 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $50.3K.
  • Vanguard Total World Stock ETF made up 0.23% of Client 1st Advisory Group's portfolio in Q2 2026, its #56 holding.
  • Client 1st Advisory Group first reported a position in Vanguard Total World Stock ETF in Q1 2020 and has held it in 26 quarters since.
  • Client 1st Advisory Group's Vanguard Total World Stock ETF position peaked at $1.29M in Q1 2020.
  • 271 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Client 1st Advisory Group's 13F filing for Q2 2026, filed 13 Jul 2026.