GEN Financial Management’s Vanguard Total World Stock ETF VT Stock Holding History

GEN Financial 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 Q2	$1.26M	Buy	8,004 +475	+6%	+$72.5K	0.75%	17
2026 Q1	$1.04M	Buy	7,529 +26	+0.3%	+$3.74K	0.64%	22
2025 Q4	$1.06M	Buy	7,503 +82	+1%	+$11.5K	0.67%	19
2025 Q3	$1.02M	Sell	7,421 -1,338	-15%	-$178K	0.88%	19
2025 Q2	$1.13M	Sell	8,759 -892	-9%	-$107K	0.92%	17
2025 Q1	$1.12M	Buy	9,651 +232	+2%	+$27.8K	0.76%	13
2024 Q4	$1.11M	Buy	+9,419	New	+$1.13M	0.72%	16

Other funds holding VT

AWM

Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return

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

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

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 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 Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

GEN Financial Management's VT Position: Q2 2026 in Review

GEN Financial Management increased its Vanguard Total World Stock ETF (VT) stake by 6.3% in Q2 2026, buying an estimated $72.5K and bringing the position to 8,004 shares worth $1.26M. The position accounts for 0.75% of the portfolio, ranked #17.

GEN Financial Management first reported a position in VT in Q4 2024 and has held it in 7 quarters since. 631 funds tracked by Wall St. Rank hold VT as of Q2 2026.

GEN Financial Management held 8,004 shares of Vanguard Total World Stock ETF worth $1.26M as of Q2 2026.
GEN Financial Management bought 475 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $72.5K.
Vanguard Total World Stock ETF made up 0.75% of GEN Financial Management's portfolio in Q2 2026, its #17 holding.
GEN Financial Management first reported a position in Vanguard Total World Stock ETF in Q4 2024 and has held it in 7 quarters since.
631 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on GEN Financial Management's 13F filing for Q2 2026, filed 24 Jul 2026.