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

Fiduciary 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	$1.25M	Sell	7,972 -624	-7%	-$95.2K	0.14%	101
2026 Q1	$1.19M	Buy	8,596 +47	+0.5%	+$6.76K	0.16%	93
2025 Q4	$1.21M	Buy	8,549 +9	+0.1%	+$1.26K	0.17%	87
2025 Q3	$1.18M	Buy	8,540 +11	+0.1%	+$1.46K	0.19%	76
2025 Q2	$1.1M	Buy	8,529 +142	+2%	+$17K	0.2%	72
2025 Q1	$913K	Buy	8,387 +3,281	+64%	+$393K	0.2%	71
2024 Q4	$593K	Buy	5,106 +93	+2%	+$11.2K	0.13%	105
2024 Q3	$596K	Buy	5,013 +122	+2%	+$14K	0.14%	94
2024 Q2	$573K	Buy	+4,891	New	+$539K	0.14%	95

Other funds holding VT

AWM

Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return

TAS

TIFF Advisory Services Radnor, Pennsylvania $408M AUM 20.34% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return

DWM

Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

3AM

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Fiduciary Financial Group reduced its Vanguard Total World Stock ETF (VT) stake by 7.3% in Q2 2026, selling an estimated $95.2K and leaving 7,972 shares worth $1.25M. The position accounts for 0.14% of the portfolio, ranked #101.

Fiduciary Financial Group first reported a position in VT in Q2 2024 and has held it in 9 quarters since. 620 funds tracked by Wall St. Rank hold VT as of Q2 2026.

Fiduciary Financial Group held 7,972 shares of Vanguard Total World Stock ETF worth $1.25M as of Q2 2026.
Fiduciary Financial Group sold 624 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $95.2K.
Vanguard Total World Stock ETF made up 0.14% of Fiduciary Financial Group's portfolio in Q2 2026, its #101 holding.
Fiduciary Financial Group first reported a position in Vanguard Total World Stock ETF in Q2 2024 and has held it in 9 quarters since.
620 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Fiduciary Financial Group's 13F filing for Q2 2026, filed 10 Jul 2026.