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Financial & Tax Architects’s Vanguard Total World Stock ETF VT Stock Holding History

Financial & Tax Architects’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 		$861K Buy
5,486
+3,589
+189% +$548K 0.18% 73
2026
Q1 		$262K Buy
+1,897
New +$273K 0.06% 100

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

Financial & Tax Architects's VT Position: Q2 2026 in Review

Financial & Tax Architects increased its Vanguard Total World Stock ETF (VT) stake by 189% in Q2 2026, buying an estimated $548K and bringing the position to 5,486 shares worth $861K. The position accounts for 0.18% of the portfolio, ranked #73.

Financial & Tax Architects first reported a position in VT in Q1 2026 and has held it in 2 quarters since. 1,317 funds tracked by Wall St. Rank hold VT as of Q2 2026.

  • Financial & Tax Architects held 5,486 shares of Vanguard Total World Stock ETF worth $861K as of Q2 2026.
  • Financial & Tax Architects bought 3,589 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $548K.
  • Vanguard Total World Stock ETF made up 0.18% of Financial & Tax Architects's portfolio in Q2 2026, its #73 holding.
  • Financial & Tax Architects first reported a position in Vanguard Total World Stock ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,317 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Financial & Tax Architects's 13F filing for Q2 2026, filed 23 Jul 2026.