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

Embree Financial 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 		$366K Buy
2,318
+3
+0.1% +$476 0.04% 200
2026
Q2 		$363K Buy
2,315
+38
+2% +$5.8K 0.04% 201
2026
Q1 		$315K Buy
2,277
+3
+0.1% +$431 0.04% 200
2025
Q4 		$321K Sell
2,274
-92
-4% -$12.9K 0.04% 188
2025
Q3 		$326K Sell
2,366
-125
-5% -$16.6K 0.04% 175
2025
Q2 		$320K Buy
2,491
+7
+0.3% +$837 0.05% 169
2025
Q1 		$288K Buy
2,484
+40
+2% +$4.79K 0.05% 167
2024
Q4 		$287K Buy
2,444
+17
+0.7% +$2.04K 0.05% 160
2024
Q3 		$291K Buy
2,427
+232
+11% +$26.7K 0.05% 155
2024
Q2 		$247K Sell
2,195
-2,998
-58% -$331K 0.05% 163
2024
Q1 		$574K Sell
5,193
-946
-15% -$100K 0.11% 107
2023
Q4 		$632K Buy
+6,139
New +$591K 0.13% 95

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

Embree Financial Group's VT Position: Q3 2026 in Review

Embree Financial Group increased its Vanguard Total World Stock ETF (VT) stake by 0.13% in Q3 2026, buying an estimated $476 and bringing the position to 2,318 shares worth $366K. The position accounts for 0.04% of the portfolio, ranked #200.

Embree Financial Group first reported a position in VT in Q4 2023 and has held it in 12 quarters since. The position peaked at $632K in Q4 2023. 419 funds tracked by Wall St. Rank hold VT as of Q3 2026.

  • Embree Financial Group held 2,318 shares of Vanguard Total World Stock ETF worth $366K as of Q3 2026.
  • Embree Financial Group bought 3 Vanguard Total World Stock ETF shares in Q3 2026, an estimated $476.
  • Vanguard Total World Stock ETF made up 0.04% of Embree Financial Group's portfolio in Q3 2026, its #200 holding.
  • Embree Financial Group first reported a position in Vanguard Total World Stock ETF in Q4 2023 and has held it in 12 quarters since.
  • Embree Financial Group's Vanguard Total World Stock ETF position peaked at $632K in Q4 2023.
  • 419 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q3 2026.

Based on Embree Financial Group's 13F filing for Q3 2026, filed 22 Oct 2026.