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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

FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
BCA
Bernzott Capital Advisors Camarillo, California $250M AUM 26.89% 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
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 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
LOWM
Laurel Oak Wealth Management Marlton, New Jersey $687M AUM
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 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. 295 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.
  • 295 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.