Community Financial Services Group’s Vanguard Total World Stock ETF VT Stock Holding History

Community Financial Services 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	$2.34K	Buy	+15	New	+$2.29K	﹤0.01%	476

Other funds holding VT

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

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

Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return

Mirae Asset Global Investments

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

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

Topor & Co Korea Seoul $127M AUM

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

GoalFusion Wealth Management Austin, Texas $248M AUM 17.33% 1-Year Est. Return

Community Financial Services Group's VT Position: Q2 2026 in Review

Community Financial Services Group opened a new position in Vanguard Total World Stock ETF (VT) in Q2 2026: 15 shares worth $2.34K. The stake represents ﹤0.01% of the portfolio and ranks #476 among its holdings.

335 funds tracked by Wall St. Rank hold VT as of Q2 2026.

Community Financial Services Group held 15 shares of Vanguard Total World Stock ETF worth $2.34K as of Q2 2026.
Vanguard Total World Stock ETF was a new Community Financial Services Group position in Q2 2026.
Vanguard Total World Stock ETF made up ﹤0.01% of Community Financial Services Group's portfolio in Q2 2026, its #476 holding.
335 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Community Financial Services Group's 13F filing for Q2 2026, filed 9 Jul 2026.