Fiduciary Financial Group
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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
Q3 		$1.26M Hold
7,972
– – 0.15% 96
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

Rakuten Investment Management
Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return
Angeles Wealth Management
Angeles Wealth Management Santa Monica, California $2.27B AUM 17.57% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return
Sageworth Trust
Sageworth Trust Lancaster, Pennsylvania $2.65B AUM 15.5% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Bernzott Capital Advisors
Bernzott Capital Advisors Camarillo, California $233M AUM 9.08% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
YC
Yarbrough Capital Franklin, Tennessee $3.58B AUM 26% 1-Year Est. Return

Fiduciary Financial Group's VT Position: Q3 2026 in Review

Fiduciary Financial Group held its Vanguard Total World Stock ETF (VT) position steady in Q3 2026 at 7,972 shares worth $1.26M. The position accounts for 0.15% of the portfolio, ranked #96.

Fiduciary Financial Group first reported a position in VT in Q2 2024 and has held it in 10 quarters since. 587 funds tracked by Wall St. Rank hold VT as of Q3 2026.

  • Fiduciary Financial Group held 7,972 shares of Vanguard Total World Stock ETF worth $1.26M as of Q3 2026.
  • Fiduciary Financial Group left its Vanguard Total World Stock ETF share count unchanged in Q3 2026.
  • Vanguard Total World Stock ETF made up 0.15% of Fiduciary Financial Group's portfolio in Q3 2026, its #96 holding.
  • Fiduciary Financial Group first reported a position in Vanguard Total World Stock ETF in Q2 2024 and has held it in 10 quarters since.
  • 587 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q3 2026.

Based on Fiduciary Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.