HFM Investment Advisors’s Vanguard Total World Stock ETF VT Stock Holding History

HFM Investment 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 Q2	$1.48M	Sell	9,404 -2,228	-19%	-$340K	0.52%	10
2026 Q1	$1.61M	Sell	11,632 -415	-3%	-$59.7K	0.62%	10
2025 Q4	$1.7M	Buy	12,047 +389	+3%	+$54.4K	0.66%	10
2025 Q3	$1.61M	Buy	11,658 +221	+2%	+$29.4K	0.65%	10
2025 Q2	$1.47M	Sell	11,437 -1,184,969	-99%	-$142M	0.65%	10
2025 Q1	$1.24M	Buy	+1,196,406	New	+$143M	0.6%	8

Other funds holding VT

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Brandywine Trust Hockessin, Delaware $621M AUM 15.59% 1-Year Est. Return

HFM Investment Advisors's VT Position: Q2 2026 in Review

HFM Investment Advisors reduced its Vanguard Total World Stock ETF (VT) stake by 19% in Q2 2026, selling an estimated $340K and leaving 9,404 shares worth $1.48M. The position accounts for 0.52% of the portfolio, ranked #10.

HFM Investment Advisors first reported a position in VT in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.7M in Q4 2025. 1,317 funds tracked by Wall St. Rank hold VT as of Q2 2026.

HFM Investment Advisors held 9,404 shares of Vanguard Total World Stock ETF worth $1.48M as of Q2 2026.
HFM Investment Advisors sold 2,228 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $340K.
Vanguard Total World Stock ETF made up 0.52% of HFM Investment Advisors's portfolio in Q2 2026, its #10 holding.
HFM Investment Advisors first reported a position in Vanguard Total World Stock ETF in Q1 2025 and has held it in 6 quarters since.
HFM Investment Advisors's Vanguard Total World Stock ETF position peaked at $1.7M in Q4 2025.
1,317 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.