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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
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 $49.2B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fiduciary Advisors Inc's VT Position: Q1 2026 in Review

Fiduciary Advisors Inc increased its Vanguard Total World Stock ETF (VT) stake by 27% in Q1 2026, buying an estimated $103K and bringing the position to 3,331 shares worth $461K. The position accounts for 0.35% of the portfolio, ranked #34.

Fiduciary Advisors Inc first reported a position in VT in Q4 2024 and has held it in 6 quarters since. 1,229 funds tracked by Wall St. Rank hold VT as of Q1 2026.

  • Fiduciary Advisors Inc held 3,331 shares of Vanguard Total World Stock ETF worth $461K as of Q1 2026.
  • Fiduciary Advisors Inc bought 717 Vanguard Total World Stock ETF shares in Q1 2026, an estimated $103K.
  • Vanguard Total World Stock ETF made up 0.35% of Fiduciary Advisors Inc's portfolio in Q1 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 6 quarters since.
  • 1,229 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2026.

Based on Fiduciary Advisors Inc's 13F filing for Q1 2026, filed 16 Apr 2026.