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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
Q3 		– Sell
-15
Closed -$2.34K – 560
2026
Q2 		$2.34K Buy
+15
New +$2.29K ﹤0.01% 476

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Barings
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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
BIP Wealth
BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return
Prentice Wealth Management
Prentice Wealth Management Rochester, New York $493M AUM 7.72% 1-Year Est. Return
Simon Quick Advisors
Simon Quick Advisors Morristown, New Jersey $2.63B AUM 14.45% 1-Year Est. Return
WJ Interests
WJ Interests Sugar Land, Texas $278M AUM 10.13% 1-Year Est. Return
FSM Wealth Advisors
FSM Wealth Advisors Cleveland, Ohio $972M AUM 15.31% 1-Year Est. Return

Community Financial Services Group's VT Position: Q3 2026 in Review

Community Financial Services Group sold out of Vanguard Total World Stock ETF (VT) in Q3 2026, closing a stake of 15 shares — an estimated $2.34K sold.

Community Financial Services Group first reported a position in VT in Q2 2026 and held it in 1 quarter. The position peaked at $2.34K in Q2 2026. 489 funds tracked by Wall St. Rank hold VT as of Q3 2026.

  • Community Financial Services Group reported no remaining Vanguard Total World Stock ETF position as of Q3 2026 after selling out during the quarter.
  • Community Financial Services Group sold 15 Vanguard Total World Stock ETF shares in Q3 2026, an estimated $2.34K.
  • Community Financial Services Group first reported a position in Vanguard Total World Stock ETF in Q2 2026 and held it in 1 quarter.
  • Community Financial Services Group's Vanguard Total World Stock ETF position peaked at $2.34K in Q2 2026.
  • 489 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q3 2026.

Based on Community Financial Services Group's 13F filing for Q3 2026, filed 15 Oct 2026.