Financial Synergies Wealth Advisors’s Vanguard Total World Stock ETF VT Stock Holding History

Financial Synergies Wealth Advisors’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	$574K	Sell	3,659 -4	-0.1%	-$610	0.05%	79
2026 Q1	$507K	Buy	3,663 +2,193	+149%	+$315K	0.05%	80
2025 Q4	$207K	Buy	+1,470	New	+$205K	0.02%	105
2024 Q2	–	Sell	-81	Closed	-$8.96K	–	468
2024 Q1	$8.96K	Buy	81 +2	+3%	+$211	﹤0.01%	255
2023 Q4	$6.81K	Sell	79 -1	-1%	-$96	﹤0.01%	203
2023 Q3	$7.47K	Hold	80	–	–	﹤0.01%	247
2023 Q2	$7.74K	Buy	80 +1	+1%	+$94	﹤0.01%	239
2023 Q1	$7.3K	Hold	79	–	–	﹤0.01%	248
2022 Q4	$6.81K	Sell	79 -9	-10%	-$769	﹤0.01%	203
2022 Q3	$6.92K	Buy	88 +1	+1%	+$88	﹤0.01%	181
2022 Q2	$7.44K	Buy	+87	New	+$8.04K	﹤0.01%	181

Other funds holding VT

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

FWIA

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

BCA

Bernzott Capital Advisors Camarillo, California $250M AUM 26.89% 1-Year Est. Return

Threadgill Financial Spring, Texas $243M AUM 10.69% 1-Year Est. Return

PWM

Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

FWA

FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

TCK

Topor & Co Korea Seoul $127M AUM

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Financial Synergies Wealth Advisors's VT Position: Q2 2026 in Review

Financial Synergies Wealth Advisors reduced its Vanguard Total World Stock ETF (VT) stake by 0.11% in Q2 2026, selling an estimated $610 and leaving 3,659 shares worth $574K. The position accounts for 0.05% of the portfolio, ranked #79.

Financial Synergies Wealth Advisors first reported a position in VT in Q2 2022 and has held it in 11 quarters since. 365 funds tracked by Wall St. Rank hold VT as of Q2 2026.

Financial Synergies Wealth Advisors held 3,659 shares of Vanguard Total World Stock ETF worth $574K as of Q2 2026.
Financial Synergies Wealth Advisors sold 4 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $610.
Vanguard Total World Stock ETF made up 0.05% of Financial Synergies Wealth Advisors's portfolio in Q2 2026, its #79 holding.
Financial Synergies Wealth Advisors first reported a position in Vanguard Total World Stock ETF in Q2 2022 and has held it in 11 quarters since.
365 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.