Hegarty Advisors
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Hegarty Advisors’s Vanguard Total World Stock ETF VT Stock Holding History

Hegarty Advisors’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 		$5.83M Sell
36,908
-200
-0.5% -$31.7K 3.6% 7
2026
Q2 		$5.82M Buy
37,108
+126
+0.3% +$19.2K 4.01% 6
2026
Q1 		$5.12M Sell
36,982
-615
-2% -$88.5K 4.03% 5
2025
Q4 		$5.3M Buy
+37,597
New +$5.26M 4.6% 5

Other funds holding VT

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UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Mass General Brigham
Mass General Brigham Somerville, Massachusetts $456M AUM 27.51% 1-Year Est. Return
Angeles Wealth Management
Angeles Wealth Management Santa Monica, California $2.27B AUM 17.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
OneDigital Investment Advisors
OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return
Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return

Hegarty Advisors's VT Position: Q3 2026 in Review

Hegarty Advisors reduced its Vanguard Total World Stock ETF (VT) stake by 0.54% in Q3 2026, selling an estimated $31.7K and leaving 36,908 shares worth $5.83M. The position accounts for 3.6% of the portfolio, ranked #7.

Hegarty Advisors first reported a position in VT in Q4 2025 and has held it in 4 quarters since. 924 funds tracked by Wall St. Rank hold VT as of Q3 2026.

  • Hegarty Advisors held 36,908 shares of Vanguard Total World Stock ETF worth $5.83M as of Q3 2026.
  • Hegarty Advisors sold 200 Vanguard Total World Stock ETF shares in Q3 2026, an estimated $31.7K.
  • Vanguard Total World Stock ETF made up 3.6% of Hegarty Advisors's portfolio in Q3 2026, its #7 holding.
  • Hegarty Advisors first reported a position in Vanguard Total World Stock ETF in Q4 2025 and has held it in 4 quarters since.
  • 924 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q3 2026.

Based on Hegarty Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.