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

Ethos 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 		$34.5M Sell
226,605
-12,878
-5% -$1.96M 2.31% 5
2026
Q1 		$33.1M Buy
239,483
+24,195
+11% +$3.48M 2.42% 6
2025
Q4 		$30.4M Buy
215,288
+6,125
+3% +$856K 2.24% 7
2025
Q3 		$28.8M Sell
209,163
-1,224
-0.6% -$163K 2.26% 7
2025
Q2 		$27M Buy
210,387
+14,637
+7% +$1.75M 2.33% 6
2025
Q1 		$23M Buy
195,750
+891
+0.5% +$107K 2.2% 6
2024
Q4 		$22.9M Buy
194,859
+21,490
+12% +$2.58M 2.98% 4
2024
Q3 		$20.8M Buy
173,369
+2,636
+2% +$303K 3.42% 5
2024
Q2 		$19.2M Buy
170,733
+2,382
+1% +$263K 3.39% 4
2024
Q1 		$18.6M Buy
168,351
+3,068
+2% +$324K 3.52% 2
2023
Q4 		$17M Buy
165,283
+1,580
+1% +$152K 3.62% 2
2023
Q3 		$15.3M Buy
163,703
+23,002
+16% +$2.23M 3.95% 2
2023
Q2 		$13M Hold
140,701
– – 4.38% 3
2023
Q1 		$13M Buy
140,701
+57,345
+69% +$5.19M 4.03% 3
2022
Q4 		$7.18M Buy
+83,356
New +$7.12M 2.43% 14

Other funds holding VT

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
BT
Brandywine Trust Hockessin, Delaware $621M AUM 15.59% 1-Year Est. Return

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

Ethos Financial Group reduced its Vanguard Total World Stock ETF (VT) stake by 5.4% in Q2 2026, selling an estimated $1.96M and leaving 226,605 shares worth $34.5M. The position accounts for 2.31% of the portfolio, ranked #5.

Ethos Financial Group first reported a position in VT in Q4 2022 and has held it in 15 quarters since. 1,315 funds tracked by Wall St. Rank hold VT as of Q2 2026.

  • Ethos Financial Group held 226,605 shares of Vanguard Total World Stock ETF worth $34.5M as of Q2 2026.
  • Ethos Financial Group sold 12,878 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $1.96M.
  • Vanguard Total World Stock ETF made up 2.31% of Ethos Financial Group's portfolio in Q2 2026, its #5 holding.
  • Ethos Financial Group first reported a position in Vanguard Total World Stock ETF in Q4 2022 and has held it in 15 quarters since.
  • 1,315 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.