Financial Symmetry
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Financial Symmetry’s Vanguard Total World Stock ETF VT Stock Holding History

Financial Symmetry’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 		$10M Sell
63,330
-853
-1% -$135K 3.19% 10
2026
Q2 		$10.1M Sell
64,183
-617
-1% -$94.1K 3.36% 8
2026
Q1 		$9.8M Sell
64,800
-1,539
-2% -$221K 3.48% 8
2025
Q4 		$9.36M Sell
66,339
-407
-0.6% -$56.9K 3.82% 7
2025
Q3 		$9.2M Buy
66,746
+80
+0.1% +$10.6K 4.12% 7
2025
Q2 		$8.57M Sell
66,666
-795
-1% -$95.1K 4.43% 6
2025
Q1 		$7.82M Sell
67,461
-645
-0.9% -$77.2K 4.8% 6
2024
Q4 		$8M Sell
68,106
-450
-0.7% -$54K 5.42% 4
2024
Q3 		$8.21M Sell
68,556
-1,267
-2% -$146K 5.73% 4
2024
Q2 		$7.86M Sell
69,823
-2,285
-3% -$252K 6.12% 3
2024
Q1 		$7.97M Sell
72,108
-2,416
-3% -$255K 6.97% 3
2023
Q4 		$7.67M Buy
+74,524
New +$7.17M 7.55% 3

Other funds holding VT

Rakuten Investment Management
Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return
Mass General Brigham
Mass General Brigham Somerville, Massachusetts $456M AUM 27.51% 1-Year Est. Return
Angeles Wealth Management
Angeles Wealth Management Santa Monica, California $2.27B AUM 17.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 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 15.53% 1-Year Est. Return
AA
Alta Advisers London, United Kingdom $675M AUM 36.05% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Financial Symmetry's VT Position: Q3 2026 in Review

Financial Symmetry reduced its Vanguard Total World Stock ETF (VT) stake by 1.3% in Q3 2026, selling an estimated $135K and leaving 63,330 shares worth $10M. The position accounts for 3.19% of the portfolio, ranked #10.

Financial Symmetry first reported a position in VT in Q4 2023 and has held it in 12 quarters since. The position peaked at $10.1M in Q2 2026. 821 funds tracked by Wall St. Rank hold VT as of Q3 2026.

  • Financial Symmetry held 63,330 shares of Vanguard Total World Stock ETF worth $10M as of Q3 2026.
  • Financial Symmetry sold 853 Vanguard Total World Stock ETF shares in Q3 2026, an estimated $135K.
  • Vanguard Total World Stock ETF made up 3.19% of Financial Symmetry's portfolio in Q3 2026, its #10 holding.
  • Financial Symmetry first reported a position in Vanguard Total World Stock ETF in Q4 2023 and has held it in 12 quarters since.
  • Financial Symmetry's Vanguard Total World Stock ETF position peaked at $10.1M in Q2 2026.
  • 821 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q3 2026.

Based on Financial Symmetry's 13F filing for Q3 2026, filed 6 Oct 2026.