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GoalVest Advisory’s Vanguard Total World Stock ETF VT Stock Holding History

GoalVest Advisory’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 		$39.9K Buy
+253
New +$40.1K 0.01% 249
2023
Q1 		– Sell
-457
Closed -$39.4K – 296
2022
Q4 		$39.4K Hold
457
– – 0.03% 118
2022
Q3 		$36K Buy
+457
New +$40.2K 0.03% 126

Other funds holding VT

GWM
GoalFusion Wealth Management Austin, Texas $250M AUM 10.76% 1-Year Est. Return
PAM
PartnerRe Asset Management Greenwich, Connecticut $162M AUM 1.4% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
PPF
Pacific Park Financial Lagina Hills, California $169M AUM 11.63% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
FS
Financial Symmetry Raleigh, North Carolina $313M AUM 16.11% 1-Year Est. Return

GoalVest Advisory's VT Position: Q3 2026 in Review

GoalVest Advisory opened a new position in Vanguard Total World Stock ETF (VT) in Q3 2026: 253 shares worth $39.9K. The stake represents 0.01% of the portfolio and ranks #249 among its holdings. This is a return to the name: GoalVest Advisory previously reported a position in VT as recently as Q4 2022.

GoalVest Advisory first reported a position in VT in Q3 2022 and has held it in 3 quarters since. 106 funds tracked by Wall St. Rank hold VT as of Q3 2026.

  • GoalVest Advisory held 253 shares of Vanguard Total World Stock ETF worth $39.9K as of Q3 2026.
  • Vanguard Total World Stock ETF was a new GoalVest Advisory position in Q3 2026.
  • Vanguard Total World Stock ETF made up 0.01% of GoalVest Advisory's portfolio in Q3 2026, its #249 holding.
  • GoalVest Advisory first reported a position in Vanguard Total World Stock ETF in Q3 2022 and has held it in 3 quarters since.
  • 106 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.