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

Nations 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 		$589K Buy
3,755
+46
+1% +$7.02K 0.03% 507
2026
Q1 		$513K Buy
3,709
+162
+5% +$23.3K 0.03% 531
2025
Q4 		$500K Buy
3,547
+15
+0.4% +$2.1K 0.03% 526
2025
Q3 		$487K Buy
3,532
+52
+1% +$6.91K 0.03% 495
2025
Q2 		$447K Sell
3,480
-1,254
-26% -$150K 0.03% 483
2025
Q1 		$549K Sell
4,734
-180
-4% -$21.5K 0.04% 407
2024
Q4 		$577K Buy
4,914
+965
+24% +$116K 0.04% 400
2024
Q3 		$473K Sell
3,949
-152
-4% -$17.5K 0.03% 455
2024
Q2 		$462K Buy
4,101
+226
+6% +$24.9K 0.04% 425
2024
Q1 		$428K Sell
3,875
-307
-7% -$32.5K 0.04% 453
2023
Q4 		$430K Buy
4,182
+211
+5% +$20.3K 0.04% 424
2023
Q3 		$370K Buy
3,971
+646
+19% +$62.7K 0.04% 442
2023
Q2 		$322K Buy
3,325
+114
+4% +$10.7K 0.03% 477
2023
Q1 		$296K Sell
3,211
-667
-17% -$60.4K 0.03% 489
2022
Q4 		$334K Buy
3,878
+911
+31% +$77.8K 0.04% 449
2022
Q3 		$234K Sell
2,967
-790
-21% -$69.4K 0.03% 461
2022
Q2 		$321K Buy
3,757
+415
+12% +$38.4K 0.04% 397
2022
Q1 		$339K Buy
3,342
+206
+7% +$20.9K 0.04% 401
2021
Q4 		$337K Buy
3,136
+15
+0.5% +$1.59K 0.04% 366
2021
Q3 		$318K Sell
3,121
-133
-4% -$13.9K 0.05% 345
2021
Q2 		$337K Buy
3,254
+210
+7% +$21.4K 0.06% 310
2021
Q1 		$296K Buy
3,044
+5
+0.2% +$481 0.07% 285
2020
Q4 		$281K Buy
3,039
+13
+0.4% +$1.13K 0.07% 266
2020
Q3 		$244K Sell
3,026
-420
-12% -$33.7K 0.08% 253
2020
Q2 		$258K Buy
3,446
+192
+6% +$13.5K 0.09% 223
2020
Q1 		$204K Buy
+3,254
New +$245K 0.09% 240
2016
Q4 		– Sell
-9,218
Closed -$561K – 162
2016
Q3 		$561K Sell
9,218
-245
-3% -$14.8K 0.56% 55
2016
Q2 		$550K Sell
9,463
-259
-3% -$15K 0.58% 53
2016
Q1 		$561K Sell
9,722
-3,470
-26% -$189K 0.65% 53
2015
Q4 		$760K Buy
+13,192
New +$774K 0.99% 30

Other funds holding VT

SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
BCA
Bernzott Capital Advisors Camarillo, California $250M AUM 26.89% 1-Year Est. Return
TF
Threadgill Financial Spring, Texas $243M AUM 10.69% 1-Year Est. Return
PWM
Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
FWA
FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
TCK
Topor & Co Korea Seoul $127M AUM
SCP
Sivia Capital Partners Mill Valley, California $822M AUM 48.82% 1-Year Est. Return

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

Nations Financial Group increased its Vanguard Total World Stock ETF (VT) stake by 1.2% in Q2 2026, buying an estimated $7.02K and bringing the position to 3,755 shares worth $589K. The position accounts for 0.03% of the portfolio, ranked #507.

Nations Financial Group first reported a position in VT in Q4 2015 and has held it in 30 quarters since. The position peaked at $760K in Q4 2015. 433 funds tracked by Wall St. Rank hold VT as of Q2 2026.

  • Nations Financial Group held 3,755 shares of Vanguard Total World Stock ETF worth $589K as of Q2 2026.
  • Nations Financial Group bought 46 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $7.02K.
  • Vanguard Total World Stock ETF made up 0.03% of Nations Financial Group's portfolio in Q2 2026, its #507 holding.
  • Nations Financial Group first reported a position in Vanguard Total World Stock ETF in Q4 2015 and has held it in 30 quarters since.
  • Nations Financial Group's Vanguard Total World Stock ETF position peaked at $760K in Q4 2015.
  • 433 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.