Everhart Financial Group
VT icon

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

Everhart 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 		$298K Sell
1,885
-6
-0.3% -$952 0.02% 384
2026
Q2 		$297K Sell
1,891
-18
-0.9% -$2.75K 0.02% 370
2026
Q1 		$264K Sell
1,909
-2
-0.1% -$288 0.02% 384
2025
Q4 		$270K Sell
1,911
-140
-7% -$19.6K 0.03% 349
2025
Q3 		$283K Buy
+2,051
New +$273K 0.03% 324

Other funds holding VT

Rakuten Investment Management
Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Mass General Brigham
Mass General Brigham Somerville, Massachusetts $456M AUM 27.51% 1-Year Est. Return
Angeles Wealth Management
Angeles Wealth Management Santa Monica, California $2.27B AUM 17.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
OneDigital Investment Advisors
OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return
Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return

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

Everhart Financial Group reduced its Vanguard Total World Stock ETF (VT) stake by 0.32% in Q3 2026, selling an estimated $952 and leaving 1,885 shares worth $298K. The position accounts for 0.02% of the portfolio, ranked #384.

Everhart Financial Group first reported a position in VT in Q3 2025 and has held it in 5 quarters since. 924 funds tracked by Wall St. Rank hold VT as of Q3 2026.

  • Everhart Financial Group held 1,885 shares of Vanguard Total World Stock ETF worth $298K as of Q3 2026.
  • Everhart Financial Group sold 6 Vanguard Total World Stock ETF shares in Q3 2026, an estimated $952.
  • Vanguard Total World Stock ETF made up 0.02% of Everhart Financial Group's portfolio in Q3 2026, its #384 holding.
  • Everhart Financial Group first reported a position in Vanguard Total World Stock ETF in Q3 2025 and has held it in 5 quarters since.
  • 924 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q3 2026.

Based on Everhart Financial Group's 13F filing for Q3 2026, filed 8 Oct 2026.