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Independent Financial Group’s Vanguard Total World Stock ETF VT Stock Holding History

Independent Financial Group’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 		$3.59M Buy
22,765
+198
+0.9% +$31.4K 0.07% 295
2026
Q2 		$3.54M Buy
22,567
+1,158
+5% +$177K 0.07% 304
2026
Q1 		$2.96M Sell
21,409
-4,421
-17% -$636K 0.07% 305
2025
Q4 		$3.64M Sell
25,830
-462
-2% -$64.6K 0.08% 230
2025
Q3 		$3.62M Buy
26,292
+2,366
+10% +$314K 0.09% 215
2025
Q2 		$3.07M Buy
23,926
+10,206
+74% +$1.22M 0.08% 234
2025
Q1 		$1.59M Sell
13,720
-573
-4% -$68.6K 0.05% 350
2024
Q4 		$1.68M Buy
14,293
+140
+1% +$16.8K 0.06% 337
2024
Q3 		$1.69M Buy
14,153
+591
+4% +$68K 0.06% 307
2024
Q2 		$1.53M Buy
13,562
+1,097
+9% +$121K 0.06% 290
2024
Q1 		$1.38M Buy
12,465
+483
+4% +$51.1K 0.06% 306
2023
Q4 		$1.23M Sell
11,982
-1,075
-8% -$103K 0.07% 309
2023
Q3 		$1.22M Buy
13,057
+14
+0.1% +$1.36K 0.08% 275
2023
Q2 		$1.26M Sell
13,043
-165
-1% -$15.5K 0.09% 258
2023
Q1 		$1.22M Buy
13,208
+300
+2% +$27.2K 0.1% 243
2022
Q4 		$1.11M Sell
12,908
-492
-4% -$42K 0.1% 216
2022
Q3 		$1.06M Buy
13,400
+255
+2% +$22.4K 0.1% 216
2022
Q2 		$1.12M Sell
13,145
-258
-2% -$23.9K 0.12% 201
2022
Q1 		$1.36M Sell
13,403
-470
-3% -$47.6K 0.11% 185
2021
Q4 		$1.49M Sell
13,873
-125
-0.9% -$13.3K 0.12% 168
2021
Q3 		$1.43M Buy
13,998
+1,159
+9% +$121K 0.15% 144
2021
Q2 		$1.33M Sell
12,839
-75
-0.6% -$7.65K 0.14% 167
2021
Q1 		$1.26M Buy
12,914
+150
+1% +$14.4K 0.16% 154
2020
Q4 		$1.18M Buy
12,764
+492
+4% +$42.7K 0.17% 148
2020
Q3 		$990K Sell
12,272
-100
-0.8% -$8.03K 0.19% 135
2020
Q2 		$925K Buy
12,372
+4,625
+60% +$326K 0.2% 127
2020
Q1 		$487K Buy
+7,747
New +$584K 0.14% 175

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
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
ANBOT
American National Bank of Texas Richardson, Texas $109M AUM 11.13% 1-Year Est. Return

Independent Financial Group's VT Position: Q3 2026 in Review

Independent Financial Group increased its Vanguard Total World Stock ETF (VT) stake by 0.88% in Q3 2026, buying an estimated $31.4K and bringing the position to 22,765 shares worth $3.59M. The position accounts for 0.07% of the portfolio, ranked #295.

Independent Financial Group first reported a position in VT in Q1 2020 and has held it in 27 quarters since. The position peaked at $3.64M in Q4 2025. 99 funds tracked by Wall St. Rank hold VT as of Q3 2026.

  • Independent Financial Group held 22,765 shares of Vanguard Total World Stock ETF worth $3.59M as of Q3 2026.
  • Independent Financial Group bought 198 Vanguard Total World Stock ETF shares in Q3 2026, an estimated $31.4K.
  • Vanguard Total World Stock ETF made up 0.07% of Independent Financial Group's portfolio in Q3 2026, its #295 holding.
  • Independent Financial Group first reported a position in Vanguard Total World Stock ETF in Q1 2020 and has held it in 27 quarters since.
  • Independent Financial Group's Vanguard Total World Stock ETF position peaked at $3.64M in Q4 2025.
  • 99 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.