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 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

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

Morling Financial Advisors's VT Position: Q2 2026 in Review

Morling Financial Advisors increased its Vanguard Total World Stock ETF (VT) stake by 0.5% in Q2 2026, buying an estimated $153 and bringing the position to 202 shares worth $31.7K. The position accounts for 0.01% of the portfolio, ranked #104.

Morling Financial Advisors first reported a position in VT in Q4 2023 and has held it in 7 quarters since. 1,317 funds tracked by Wall St. Rank hold VT as of Q2 2026.

Morling Financial Advisors held 202 shares of Vanguard Total World Stock ETF worth $31.7K as of Q2 2026.
Morling Financial Advisors bought 1 Vanguard Total World Stock ETF share in Q2 2026, an estimated $153.
Vanguard Total World Stock ETF made up 0.01% of Morling Financial Advisors's portfolio in Q2 2026, its #104 holding.
Morling Financial Advisors first reported a position in Vanguard Total World Stock ETF in Q4 2023 and has held it in 7 quarters since.
1,317 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Morling Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.