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

Fiduciary 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 		$1.6M Buy
10,180
+3,785
+59% +$577K 0.13% 130
2026
Q1 		$885K Buy
6,395
+3,700
+137% +$532K 0.08% 168
2025
Q4 		$380K Sell
2,695
-7
-0.3% -$978 0.03% 234
2025
Q3 		$372K Hold
2,702
– – 0.03% 230
2025
Q2 		$347K Sell
2,702
-81
-3% -$9.69K 0.03% 224
2025
Q1 		$323K Hold
2,783
– – 0.03% 226
2024
Q4 		$327K Hold
2,783
– – 0.03% 225
2024
Q3 		$333K Hold
2,783
– – 0.03% 228
2024
Q2 		$313K Hold
2,783
– – 0.03% 228
2024
Q1 		$308K Hold
2,783
– – 0.03% 225
2023
Q4 		$286K Hold
2,783
– – 0.03% 228
2023
Q3 		$259K Hold
2,783
– – 0.03% 218
2023
Q2 		$270K Sell
2,783
-402
-13% -$37.7K 0.03% 214
2023
Q1 		$293K Hold
3,185
– – 0.04% 201
2022
Q4 		$275K Hold
3,185
– – 0.04% 200
2022
Q3 		$279K Buy
3,185
+302
+10% +$26.5K 0.04% 204
2022
Q2 		$268K Hold
2,883
– – 0.03% 210
2022
Q1 		$254K Hold
2,883
– – 0.03% 203
2021
Q4 		$310K Hold
2,883
– – 0.03% 193
2021
Q3 		$308K Hold
2,883
– – 0.04% 196
2021
Q2 		$302K Hold
2,883
– – 0.03% 196
2021
Q1 		$292K Hold
2,883
– – 0.04% 191
2020
Q4 		$283K Hold
2,883
– – 0.04% 187
2020
Q3 		$232K Hold
2,883
– – 0.04% 183
2020
Q2 		$216K Buy
+2,883
New +$203K 0.04% 186
2020
Q1 		– Sell
-2,883
Closed -$233K – 200
2019
Q4 		$233K Hold
2,883
– – 0.04% 182
2019
Q3 		$216K Hold
2,883
– – 0.04% 180
2019
Q2 		$217K Hold
2,883
– – 0.04% 181
2019
Q1 		$211K Buy
+2,883
New +$205K 0.04% 172

Other funds holding VT

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
BT
Brandywine Trust Hockessin, Delaware $621M AUM 15.59% 1-Year Est. Return

Fiduciary Group's VT Position: Q2 2026 in Review

Fiduciary Group increased its Vanguard Total World Stock ETF (VT) stake by 59% in Q2 2026, buying an estimated $577K and bringing the position to 10,180 shares worth $1.6M. The position accounts for 0.13% of the portfolio, ranked #130.

Fiduciary Group first reported a position in VT in Q1 2019 and has held it in 29 quarters since. 1,317 funds tracked by Wall St. Rank hold VT as of Q2 2026.

  • Fiduciary Group held 10,180 shares of Vanguard Total World Stock ETF worth $1.6M as of Q2 2026.
  • Fiduciary Group bought 3,785 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $577K.
  • Vanguard Total World Stock ETF made up 0.13% of Fiduciary Group's portfolio in Q2 2026, its #130 holding.
  • Fiduciary Group first reported a position in Vanguard Total World Stock ETF in Q1 2019 and has held it in 29 quarters since.
  • 1,317 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

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