GoalFusion Wealth Management
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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
Q3 		$32.2M Buy
204,268
+2,419
+1% +$384K 12.89% 3
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% +$4.34K 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

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
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
YC
Yarbrough Capital Franklin, Tennessee $3.58B AUM 26% 1-Year Est. Return
BIP Wealth
BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return
Prentice Wealth Management
Prentice Wealth Management Rochester, New York $493M AUM 7.72% 1-Year Est. Return
WJ Interests
WJ Interests Sugar Land, Texas $278M AUM 10.13% 1-Year Est. Return
Topor & Co Korea
Topor & Co Korea Seoul $127M AUM 13.22% 1-Year Est. Return
Laurel Oak Wealth Management
Laurel Oak Wealth Management Marlton, New Jersey $713M AUM 22.47% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

GoalFusion Wealth Management's VT Position: Q3 2026 in Review

GoalFusion Wealth Management increased its Vanguard Total World Stock ETF (VT) stake by 1.2% in Q3 2026, buying an estimated $384K and bringing the position to 204,268 shares worth $32.2M. The position accounts for 12.89% of the portfolio, ranked #3.

GoalFusion Wealth Management first reported a position in VT in Q4 2021 and has held it in 20 quarters since. 419 funds tracked by Wall St. Rank hold VT as of Q3 2026.

  • GoalFusion Wealth Management held 204,268 shares of Vanguard Total World Stock ETF worth $32.2M as of Q3 2026.
  • GoalFusion Wealth Management bought 2,419 Vanguard Total World Stock ETF shares in Q3 2026, an estimated $384K.
  • Vanguard Total World Stock ETF made up 12.89% of GoalFusion Wealth Management's portfolio in Q3 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 20 quarters since.
  • 419 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q3 2026.

Based on GoalFusion Wealth Management's 13F filing for Q3 2026, filed 6 Oct 2026.