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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
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

FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
TF
Threadgill Financial Spring, Texas $243M AUM 10.69% 1-Year Est. Return
PWM
Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return
FWA
FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return
TCK
Topor & Co Korea Seoul $127M AUM
GWM
GoalFusion Wealth Management Austin, Texas $248M AUM 17.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Embree Financial Group's VT Position: Q2 2026 in Review

Embree Financial Group increased its Vanguard Total World Stock ETF (VT) stake by 1.7% in Q2 2026, buying an estimated $5.8K and bringing the position to 2,315 shares worth $363K. The position accounts for 0.04% of the portfolio, ranked #201.

Embree Financial Group first reported a position in VT in Q4 2023 and has held it in 11 quarters since. The position peaked at $632K in Q4 2023. 230 funds tracked by Wall St. Rank hold VT as of Q2 2026.

  • Embree Financial Group held 2,315 shares of Vanguard Total World Stock ETF worth $363K as of Q2 2026.
  • Embree Financial Group bought 38 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $5.8K.
  • Vanguard Total World Stock ETF made up 0.04% of Embree Financial Group's portfolio in Q2 2026, its #201 holding.
  • Embree Financial Group first reported a position in Vanguard Total World Stock ETF in Q4 2023 and has held it in 11 quarters since.
  • Embree Financial Group's Vanguard Total World Stock ETF position peaked at $632K in Q4 2023.
  • 230 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Embree Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.