HFS
VT icon

Hoge Financial Services’s Vanguard Total World Stock ETF VT Stock Holding History

Hoge Financial Services’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 		$19.8M Sell
126,119
-931
-0.7% -$142K 9.48% 3
2026
Q1 		$17.6M Sell
127,050
-6,568
-5% -$945K 9.41% 3
2025
Q4 		$18.8M Buy
133,618
+4,877
+4% +$682K 10.16% 3
2025
Q3 		$17.7M Sell
128,741
-103
-0.1% -$13.7K 10.17% 3
2025
Q2 		$16.6M Buy
128,844
+1,829
+1% +$219K 10.31% 3
2025
Q1 		$14.7M Buy
127,015
+5,404
+4% +$647K 10.3% 3
2024
Q4 		$14.3M Buy
121,611
+1,902
+2% +$228K 10.46% 2
2024
Q3 		$14.3M Buy
119,709
+2,941
+3% +$338K 10.79% 2
2024
Q2 		$13.2M Buy
116,768
+3,960
+4% +$437K 10.78% 2
2024
Q1 		$12.5M Buy
112,808
+12,108
+12% +$1.28M 10.18% 2
2023
Q4 		$10.4M Buy
+100,700
New +$9.69M 10.39% 2

Other funds holding VT

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
BT
Brandywine Trust Hockessin, Delaware $621M AUM 15.59% 1-Year Est. Return

Hoge Financial Services's VT Position: Q2 2026 in Review

Hoge Financial Services reduced its Vanguard Total World Stock ETF (VT) stake by 0.73% in Q2 2026, selling an estimated $142K and leaving 126,119 shares worth $19.8M. The position accounts for 9.48% of the portfolio, ranked #3.

Hoge Financial Services first reported a position in VT in Q4 2023 and has held it in 11 quarters since. 1,317 funds tracked by Wall St. Rank hold VT as of Q2 2026.

  • Hoge Financial Services held 126,119 shares of Vanguard Total World Stock ETF worth $19.8M as of Q2 2026.
  • Hoge Financial Services sold 931 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $142K.
  • Vanguard Total World Stock ETF made up 9.48% of Hoge Financial Services's portfolio in Q2 2026, its #3 holding.
  • Hoge Financial Services first reported a position in Vanguard Total World Stock ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,317 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Hoge Financial Services's 13F filing for Q2 2026, filed 29 Jul 2026.