Graves Light Lenhart Wealth
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Graves Light Lenhart Wealth’s Vanguard Total World Stock ETF VT Stock Holding History

Graves Light Lenhart Wealth’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 		$1.74M Hold
11,018
– – 0.16% 65
2026
Q2 		$1.73M Hold
11,018
– – 0.16% 67
2026
Q1 		$1.52M Buy
11,018
+1
+0% +$144 0.16% 70
2025
Q4 		$1.55M Buy
11,017
+20
+0.2% +$2.8K 0.16% 69
2025
Q3 		$1.52M Sell
10,997
-366
-3% -$48.6K 0.17% 70
2025
Q2 		$1.46M Buy
11,363
+24
+0.2% +$2.87K 0.17% 69
2025
Q1 		$1.31M Sell
11,339
-93
-0.8% -$11.1K 0.16% 70
2024
Q4 		$1.34M Buy
11,432
+14
+0.1% +$1.68K 0.17% 70
2024
Q3 		$1.37M Buy
11,418
+15
+0.1% +$1.72K 0.17% 71
2024
Q2 		$1.29M Buy
11,403
+1
+0% +$110 0.15% 76
2024
Q1 		$1.26M Buy
11,402
+20
+0.2% +$2.12K 0.15% 76
2023
Q4 		$1.17M Buy
11,382
+131
+1% +$12.6K 0.15% 78
2023
Q3 		$1.05M Buy
11,251
+201
+2% +$19.5K 0.14% 77
2023
Q2 		$1.07M Buy
+11,050
New +$1.04M 0.14% 85
2023
Q1 		– Sell
-11,088
Closed -$956K – 197
2022
Q4 		$956K Buy
11,088
+221
+2% +$18.9K 0.15% 84
2022
Q3 		$857K Sell
10,867
-120
-1% -$10.5K 0.14% 86
2022
Q2 		$938K Buy
10,987
+33
+0.3% +$3.05K 0.14% 83
2022
Q1 		$1.11M Sell
10,954
-515
-4% -$52.2K 0.15% 79
2021
Q4 		$1.23M Buy
11,469
+209
+2% +$22.2K 0.18% 75
2021
Q3 		$1.15M Buy
11,260
+147
+1% +$15.4K 0.18% 70
2021
Q2 		$1.15M Buy
11,113
+23
+0.2% +$2.34K 0.18% 69
2021
Q1 		$1.08M Buy
11,090
+12
+0.1% +$1.15K 0.18% 71
2020
Q4 		$1.03M Buy
11,078
+2,456
+28% +$213K 0.19% 70
2020
Q3 		$695K Buy
8,622
+48
+0.6% +$3.85K 0.15% 74
2020
Q2 		$641K Buy
8,574
+23
+0.3% +$1.62K 0.15% 76
2020
Q1 		$537K Buy
8,551
+934
+12% +$70.4K 0.14% 81
2019
Q4 		$617K Buy
7,617
+1,211
+19% +$94.2K 0.13% 90
2019
Q3 		$493K Buy
6,406
+26
+0.4% +$1.94K 0.11% 105
2019
Q2 		$480K Buy
6,380
+343
+6% +$25.4K 0.11% 97
2019
Q1 		$442K Hold
6,037
– – 0.11% 95
2018
Q4 		$395K Buy
+6,037
New +$422K 0.12% 94

Other funds holding VT

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
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
Simon Quick Advisors
Simon Quick Advisors Morristown, New Jersey $2.63B AUM 14.45% 1-Year Est. Return
WJ Interests
WJ Interests Sugar Land, Texas $278M AUM 10.13% 1-Year Est. Return
FSM Wealth Advisors
FSM Wealth Advisors Cleveland, Ohio $972M AUM 15.31% 1-Year Est. Return

Graves Light Lenhart Wealth's VT Position: Q3 2026 in Review

Graves Light Lenhart Wealth held its Vanguard Total World Stock ETF (VT) position steady in Q3 2026 at 11,018 shares worth $1.74M. The position accounts for 0.16% of the portfolio, ranked #65.

Graves Light Lenhart Wealth first reported a position in VT in Q4 2018 and has held it in 31 quarters since. 522 funds tracked by Wall St. Rank hold VT as of Q3 2026.

  • Graves Light Lenhart Wealth held 11,018 shares of Vanguard Total World Stock ETF worth $1.74M as of Q3 2026.
  • Graves Light Lenhart Wealth left its Vanguard Total World Stock ETF share count unchanged in Q3 2026.
  • Vanguard Total World Stock ETF made up 0.16% of Graves Light Lenhart Wealth's portfolio in Q3 2026, its #65 holding.
  • Graves Light Lenhart Wealth first reported a position in Vanguard Total World Stock ETF in Q4 2018 and has held it in 31 quarters since.
  • 522 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q3 2026.

Based on Graves Light Lenhart Wealth's 13F filing for Q3 2026, filed 9 Oct 2026.