Fiduciary Advisors Inc’s Vanguard Total World Stock ETF VT Stock Holding History

Fiduciary Advisors Inc’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	$425K	Sell	2,708 -623	-19%	-$95.1K	0.29%	34
2026 Q1	$461K	Buy	3,331 +717	+27%	+$103K	0.35%	34
2025 Q4	$369K	Buy	2,614 +1,794	+219%	+$251K	0.28%	36
2025 Q3	$113K	Buy	820 +1	+0.1%	+$133	0.09%	46
2025 Q2	$105K	Buy	819 +1	+0.1%	+$120	0.09%	44
2025 Q1	$94.9K	Hold	818	–	–	0.09%	41
2024 Q4	$96.1K	Buy	+818	New	+$98.2K	0.1%	42

Other funds holding VT

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Brandywine Trust Hockessin, Delaware $621M AUM 15.59% 1-Year Est. Return

Fiduciary Advisors Inc's VT Position: Q2 2026 in Review

Fiduciary Advisors Inc reduced its Vanguard Total World Stock ETF (VT) stake by 19% in Q2 2026, selling an estimated $95.1K and leaving 2,708 shares worth $425K. The position accounts for 0.29% of the portfolio, ranked #34.

Fiduciary Advisors Inc first reported a position in VT in Q4 2024 and has held it in 7 quarters since. The position peaked at $461K in Q1 2026. 1,317 funds tracked by Wall St. Rank hold VT as of Q2 2026.

Fiduciary Advisors Inc held 2,708 shares of Vanguard Total World Stock ETF worth $425K as of Q2 2026.
Fiduciary Advisors Inc sold 623 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $95.1K.
Vanguard Total World Stock ETF made up 0.29% of Fiduciary Advisors Inc's portfolio in Q2 2026, its #34 holding.
Fiduciary Advisors Inc first reported a position in Vanguard Total World Stock ETF in Q4 2024 and has held it in 7 quarters since.
Fiduciary Advisors Inc's Vanguard Total World Stock ETF position peaked at $461K in Q1 2026.
1,317 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Fiduciary Advisors Inc's 13F filing for Q2 2026, filed 24 Jul 2026.