Diversify Wealth Management
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Diversify Wealth Management’s Vanguard Total World Stock ETF VT Stock Holding History

Diversify Wealth Management’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 		$5.9M Sell
37,240
-447,217
-92% -$70.9M 0.09% 201
2026
Q2 		$74.8M Sell
484,457
-2,259
-0.5% -$345K 1.25% 11
2026
Q1 		$72.5M Buy
+486,716
New +$70M 1.29% 12
2025
Q4 		– Sell
-1,722
Closed -$242K – 636
2025
Q3 		$242K Buy
+1,722
New +$229K 0.01% 489

Other funds holding VT

SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return
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
WJ Interests
WJ Interests Sugar Land, Texas $278M AUM 10.13% 1-Year Est. Return
Topor & Co Korea
Topor & Co Korea Seoul $127M AUM 13.22% 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

Diversify Wealth Management's VT Position: Q3 2026 in Review

Diversify Wealth Management reduced its Vanguard Total World Stock ETF (VT) stake by 92% in Q3 2026, selling an estimated $70.9M and leaving 37,240 shares worth $5.9M. The position accounts for 0.09% of the portfolio, ranked #201.

Diversify Wealth Management first reported a position in VT in Q3 2025 and has held it in 4 quarters since. The position peaked at $74.8M in Q2 2026. 419 funds tracked by Wall St. Rank hold VT as of Q3 2026.

  • Diversify Wealth Management held 37,240 shares of Vanguard Total World Stock ETF worth $5.9M as of Q3 2026.
  • Diversify Wealth Management sold 447,217 Vanguard Total World Stock ETF shares in Q3 2026, an estimated $70.9M.
  • Vanguard Total World Stock ETF made up 0.09% of Diversify Wealth Management's portfolio in Q3 2026, its #201 holding.
  • Diversify Wealth Management first reported a position in Vanguard Total World Stock ETF in Q3 2025 and has held it in 4 quarters since.
  • Diversify Wealth Management's Vanguard Total World Stock ETF position peaked at $74.8M in Q2 2026.
  • 419 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q3 2026.

Based on Diversify Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.