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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
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

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

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

Everhart Financial Group reduced its Vanguard Total World Stock ETF (VT) stake by 0.94% in Q2 2026, selling an estimated $2.75K and leaving 1,891 shares worth $297K. The position accounts for 0.02% of the portfolio, ranked #370.

Everhart Financial Group first reported a position in VT in Q3 2025 and has held it in 4 quarters since. 1,317 funds tracked by Wall St. Rank hold VT as of Q2 2026.

  • Everhart Financial Group held 1,891 shares of Vanguard Total World Stock ETF worth $297K as of Q2 2026.
  • Everhart Financial Group sold 18 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $2.75K.
  • Vanguard Total World Stock ETF made up 0.02% of Everhart Financial Group's portfolio in Q2 2026, its #370 holding.
  • Everhart Financial Group first reported a position in Vanguard Total World Stock ETF in Q3 2025 and has held it in 4 quarters since.
  • 1,317 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.