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

Larson 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
Q2 		$127K Buy
809
+631
+354% +$96.3K ﹤0.01% 1060
2026
Q1 		$24.6K Buy
178
+8
+5% +$1.15K ﹤0.01% 1732
2025
Q4 		$24K Sell
170
-2,999
-95% -$419K ﹤0.01% 1607
2025
Q3 		$437K Buy
3,169
+1,626
+105% +$216K 0.02% 502
2025
Q2 		$198K Buy
+1,543
New +$185K 0.01% 657
2024
Q3 		– Sell
-168
Closed -$18.9K – 2771
2024
Q2 		$18.9K Buy
+168
New +$18.5K ﹤0.01% 1067
2023
Q4 		– Sell
-68
Closed -$6.34K – 1907
2023
Q3 		$6.34K Hold
68
– – ﹤0.01% 1114
2023
Q2 		$6.59K Hold
68
– – ﹤0.01% 1041
2023
Q1 		$6.26K Buy
+68
New +$6.16K ﹤0.01% 1038
2022
Q3 		– Sell
-177
Closed -$15K – 1410
2022
Q2 		$15K Sell
177
-2,583
-94% -$239K ﹤0.01% 619
2022
Q1 		$280K Sell
2,760
-489
-15% -$49.5K 0.04% 166
2021
Q4 		$349K Buy
3,249
+3,029
+1,377% +$322K 0.06% 147
2021
Q3 		$22K Hold
220
– – ﹤0.01% 449
2021
Q2 		$23K Hold
220
– – 0.01% 416
2021
Q1 		$21K Hold
220
– – 0.01% 409
2020
Q4 		$20K Buy
220
+2
+0.9% +$173 0.01% 377
2020
Q3 		$18K Sell
218
-79
-27% -$6.34K 0.01% 348
2020
Q2 		$22K Buy
297
+115
+63% +$8.1K 0.01% 276
2020
Q1 		$11K Hold
182
– – 0.01% 284
2019
Q4 		$15K Buy
182
+1
+0.6% +$78 0.01% 260
2019
Q3 		$14K Buy
181
+104
+135% +$7.77K 0.01% 267
2019
Q2 		$6K Buy
77
+1
+1% +$74 ﹤0.01% 297
2019
Q1 		$6K Hold
76
– – ﹤0.01% 281
2018
Q4 		$5K Buy
+76
New +$5.32K ﹤0.01% 282

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

Larson Financial Group's VT Position: Q2 2026 in Review

Larson Financial Group increased its Vanguard Total World Stock ETF (VT) stake by 354% in Q2 2026, buying an estimated $96.3K and bringing the position to 809 shares worth $127K. The position accounts for ﹤0.01% of the portfolio, ranked #1060.

Larson Financial Group first reported a position in VT in Q4 2018 and has held it in 24 quarters since. The position peaked at $437K in Q3 2025. 1,315 funds tracked by Wall St. Rank hold VT as of Q2 2026.

  • Larson Financial Group held 809 shares of Vanguard Total World Stock ETF worth $127K as of Q2 2026.
  • Larson Financial Group bought 631 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $96.3K.
  • Vanguard Total World Stock ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1060 holding.
  • Larson Financial Group first reported a position in Vanguard Total World Stock ETF in Q4 2018 and has held it in 24 quarters since.
  • Larson Financial Group's Vanguard Total World Stock ETF position peaked at $437K in Q3 2025.
  • 1,315 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.