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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
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

AWM
Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
ZF
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
ST
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
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
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Financial Symmetry's VT Position: Q2 2026 in Review

Financial Symmetry reduced its Vanguard Total World Stock ETF (VT) stake by 0.95% in Q2 2026, selling an estimated $94.1K and leaving 64,183 shares worth $10.1M. The position accounts for 3.36% of the portfolio, ranked #8.

Financial Symmetry first reported a position in VT in Q4 2023 and has held it in 11 quarters since. 596 funds tracked by Wall St. Rank hold VT as of Q2 2026.

  • Financial Symmetry held 64,183 shares of Vanguard Total World Stock ETF worth $10.1M as of Q2 2026.
  • Financial Symmetry sold 617 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $94.1K.
  • Vanguard Total World Stock ETF made up 3.36% of Financial Symmetry's portfolio in Q2 2026, its #8 holding.
  • Financial Symmetry first reported a position in Vanguard Total World Stock ETF in Q4 2023 and has held it in 11 quarters since.
  • 596 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Financial Symmetry's 13F filing for Q2 2026, filed 14 Jul 2026.