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GoalFusion Wealth Management’s Vanguard Total World Stock ETF VT Stock Holding History

GoalFusion Wealth 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 		$31.7M Buy
201,849
+995
+0.5% +$152K 12.79% 3
2026
Q1 		$27.8M Buy
200,854
+1,698
+0.9% +$244K 12.6% 3
2025
Q4 		$28.1M Buy
199,156
+1,453
+0.7% +$203K 12.99% 3
2025
Q3 		$27.2M Sell
197,703
-553
-0.3% -$73.5K 13.01% 3
2025
Q2 		$25.5M Sell
198,256
-1,550
-0.8% -$185K 13.09% 3
2025
Q1 		$23.2M Buy
199,806
+1,935
+1% +$232K 12.68% 3
2024
Q4 		$23.2M Buy
197,871
+6,366
+3% +$764K 12.67% 3
2024
Q3 		$22.9M Buy
191,505
+12,875
+7% +$1.48M 12.7% 3
2024
Q2 		$20.1M Sell
178,630
-339
-0.2% -$37.4K 12.5% 3
2024
Q1 		$19.8M Buy
178,969
+41
+0% +$4.33K 12.6% 3
2023
Q4 		$18.4M Buy
178,928
+1,272
+0.7% +$122K 12.54% 3
2023
Q3 		$16.6M Buy
177,656
+2,183
+1% +$212K 12.3% 4
2023
Q2 		$17M Buy
175,473
+4,491
+3% +$421K 12.53% 4
2023
Q1 		$15.7M Sell
170,982
-21,349
-11% -$1.93M 12.37% 4
2022
Q4 		$17.8M Buy
192,331
+9,668
+5% +$826K 14.38% 4
2022
Q3 		$14.4M Buy
182,663
+12,028
+7% +$1.06M 13.63% 4
2022
Q2 		$14.6M Buy
170,635
+9,749
+6% +$901K 13.65% 4
2022
Q1 		$16.3M Buy
160,886
+11,011
+7% +$1.12M 14.05% 4
2021
Q4 		$14.6M Buy
+149,875
New +$15.9M 14.34% 3

Other funds holding VT

FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
TF
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
FWA
FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return
TCK
Topor & Co Korea Seoul $127M AUM
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
PEA
Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 1-Year Est. Return

GoalFusion Wealth Management's VT Position: Q2 2026 in Review

GoalFusion Wealth Management increased its Vanguard Total World Stock ETF (VT) stake by 0.5% in Q2 2026, buying an estimated $152K and bringing the position to 201,849 shares worth $31.7M. The position accounts for 12.79% of the portfolio, ranked #3.

GoalFusion Wealth Management first reported a position in VT in Q4 2021 and has held it in 19 quarters since. 230 funds tracked by Wall St. Rank hold VT as of Q2 2026.

  • GoalFusion Wealth Management held 201,849 shares of Vanguard Total World Stock ETF worth $31.7M as of Q2 2026.
  • GoalFusion Wealth Management bought 995 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $152K.
  • Vanguard Total World Stock ETF made up 12.79% of GoalFusion Wealth Management's portfolio in Q2 2026, its #3 holding.
  • GoalFusion Wealth Management first reported a position in Vanguard Total World Stock ETF in Q4 2021 and has held it in 19 quarters since.
  • 230 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on GoalFusion Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.