Dynamic Wealth Strategies
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Dynamic Wealth Strategies’s Vanguard Total World Stock ETF VT Stock Holding History

Dynamic Wealth Strategies’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 		$1.26K Hold
8
– – ﹤0.01% 298
2026
Q2 		$1.26K Hold
8
– – ﹤0.01% 287
2026
Q1 		$1.11K Hold
8
– – ﹤0.01% 282
2025
Q4 		$1.13K Buy
+8
New +$1.12K ﹤0.01% 245

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

Dynamic Wealth Strategies's VT Position: Q3 2026 in Review

Dynamic Wealth Strategies held its Vanguard Total World Stock ETF (VT) position steady in Q3 2026 at 8 shares worth $1.26K. The position accounts for ﹤0.01% of the portfolio, ranked #298.

Dynamic Wealth Strategies first reported a position in VT in Q4 2025 and has held it in 4 quarters since. 306 funds tracked by Wall St. Rank hold VT as of Q3 2026.

  • Dynamic Wealth Strategies held 8 shares of Vanguard Total World Stock ETF worth $1.26K as of Q3 2026.
  • Dynamic Wealth Strategies left its Vanguard Total World Stock ETF share count unchanged in Q3 2026.
  • Vanguard Total World Stock ETF made up ﹤0.01% of Dynamic Wealth Strategies's portfolio in Q3 2026, its #298 holding.
  • Dynamic Wealth Strategies first reported a position in Vanguard Total World Stock ETF in Q4 2025 and has held it in 4 quarters since.
  • 306 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q3 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q3 2026, filed 16 Oct 2026.