Morling Financial Advisors
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Morling Financial Advisors’s Vanguard Total World Stock ETF VT Stock Holding History

Morling Financial 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 		$32K Buy
203
+1
+0.5% +$159 0.01% 110
2026
Q2 		$31.7K Buy
202
+1
+0.5% +$153 0.01% 104
2026
Q1 		$27.9K Buy
201
+4
+2% +$575 0.01% 94
2025
Q4 		$27.8K Sell
197
-32
-14% -$4.47K 0.01% 90
2025
Q3 		$31.6K Hold
229
– – 0.01% 89
2025
Q2 		$29.4K Buy
+229
New +$27.4K 0.01% 86
2025
Q1 		– Sell
-40
Closed -$4.7K – 134
2024
Q4 		$4.7K Buy
+40
New +$4.8K ﹤0.01% 116
2024
Q1 		– Sell
-15
Closed -$1.54K – 110
2023
Q4 		$1.54K Buy
+15
New +$1.44K ﹤0.01% 80

Other funds holding VT

Angeles Wealth Management
Angeles Wealth Management Santa Monica, California $2.27B AUM 17.57% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
YC
Yarbrough Capital Franklin, Tennessee $3.58B AUM 26% 1-Year Est. Return
BIP Wealth
BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
Prentice Wealth Management
Prentice Wealth Management Rochester, New York $493M AUM 7.72% 1-Year Est. Return
Simon Quick Advisors
Simon Quick Advisors Morristown, New Jersey $2.63B AUM 14.45% 1-Year Est. Return
WJ Interests
WJ Interests Sugar Land, Texas $278M AUM 10.13% 1-Year Est. Return

Morling Financial Advisors's VT Position: Q3 2026 in Review

Morling Financial Advisors increased its Vanguard Total World Stock ETF (VT) stake by 0.5% in Q3 2026, buying an estimated $159 and bringing the position to 203 shares worth $32K. The position accounts for 0.01% of the portfolio, ranked #110.

Morling Financial Advisors first reported a position in VT in Q4 2023 and has held it in 8 quarters since. 533 funds tracked by Wall St. Rank hold VT as of Q3 2026.

  • Morling Financial Advisors held 203 shares of Vanguard Total World Stock ETF worth $32K as of Q3 2026.
  • Morling Financial Advisors bought 1 Vanguard Total World Stock ETF share in Q3 2026, an estimated $159.
  • Vanguard Total World Stock ETF made up 0.01% of Morling Financial Advisors's portfolio in Q3 2026, its #110 holding.
  • Morling Financial Advisors first reported a position in Vanguard Total World Stock ETF in Q4 2023 and has held it in 8 quarters since.
  • 533 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q3 2026.

Based on Morling Financial Advisors's 13F filing for Q3 2026, filed 28 Oct 2026.