Formidable Asset Management
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Formidable Asset Management’s Vanguard Total World Stock ETF VT Stock Holding History

Formidable Asset Management’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 		$549K Hold
3,500
– – 0.08% 228
2026
Q2 		$484K Hold
3,500
– – 0.08% 236
2026
Q1 		$494K Hold
3,500
– – 0.08% 231
2025
Q4 		$482K Hold
3,500
– – 0.07% 257
2025
Q3 		$450K Hold
3,500
– – 0.07% 260
2025
Q2 		$406K Hold
3,500
– – 0.07% 265
2025
Q1 		$406K Hold
3,500
– – 0.07% 263
2024
Q4 		$411K Sell
3,500
-89
-2% -$10.7K 0.07% 263
2024
Q3 		$430K Sell
3,589
-1
-0% -$115 0.07% 244
2024
Q2 		$404K Hold
3,590
– – 0.07% 262
2024
Q1 		$397K Sell
3,590
-94
-3% -$9.9K 0.06% 251
2023
Q4 		$379K Hold
3,684
– – 0.08% 201
2023
Q3 		$343K Sell
3,684
-308
-8% -$29.9K 0.08% 209
2023
Q2 		$357K Buy
3,992
+308
+8% +$28.9K 0.08% 202
2023
Q1 		$341K Hold
3,684
– – 0.07% 212
2022
Q4 		$318K Hold
3,684
– – 0.07% 221
2022
Q3 		$308K Hold
3,684
– – 0.07% 215
2022
Q2 		$314K Hold
3,684
– – 0.07% 225
2022
Q1 		$373K Hold
3,684
– – 0.07% 229
2021
Q4 		$398K Hold
3,684
– – 0.08% 217
2021
Q3 		$375K Hold
3,684
– – 0.07% 234
2021
Q2 		$380K Hold
3,684
– – 0.08% 200
2021
Q1 		$363K Hold
3,684
– – 0.08% 196
2020
Q4 		$339K Hold
3,684
– – 0.08% 194
2020
Q3 		$298K Hold
3,684
– – 0.09% 178
2020
Q2 		$289K Buy
+3,684
New +$260K 0.09% 182
2020
Q1 		– Sell
-3,684
Closed -$304K – 278
2019
Q4 		$304K Hold
3,684
– – 0.1% 159
2019
Q3 		$278K Hold
3,684
– – 0.26% 66
2019
Q2 		$277K Buy
+3,684
New +$273K 0.1% 161
2017
Q4 		– Sell
-3,500
Closed -$248K – 209
2017
Q3 		$248K Hold
3,500
– – 0.1% 168
2017
Q2 		$236K Hold
3,500
– – 0.12% 146
2017
Q1 		$234K Buy
+3,500
New +$224K 0.1% 160

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
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 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 15.5% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Inscription Capital
Inscription Capital Houston, Texas $906M AUM 27.95% 1-Year Est. Return

Formidable Asset Management's VT Position: Q3 2026 in Review

Formidable Asset Management held its Vanguard Total World Stock ETF (VT) position steady in Q3 2026 at 3,500 shares worth $549K. The position accounts for 0.08% of the portfolio, ranked #228.

Formidable Asset Management first reported a position in VT in Q1 2017 and has held it in 32 quarters since. 682 funds tracked by Wall St. Rank hold VT as of Q3 2026.

  • Formidable Asset Management held 3,500 shares of Vanguard Total World Stock ETF worth $549K as of Q3 2026.
  • Formidable Asset Management left its Vanguard Total World Stock ETF share count unchanged in Q3 2026.
  • Vanguard Total World Stock ETF made up 0.08% of Formidable Asset Management's portfolio in Q3 2026, its #228 holding.
  • Formidable Asset Management first reported a position in Vanguard Total World Stock ETF in Q1 2017 and has held it in 32 quarters since.
  • 682 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q3 2026.

Based on Formidable Asset Management's 13F filing for Q3 2026, filed 3 Nov 2026.