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McCarley & Cook Financial Planners’s Vanguard Total World Stock ETF VT Stock Holding History

McCarley & Cook Financial Planners’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 		$17.8K Hold
113
– – 0.01% 143
2026
Q2 		$17.7K Hold
113
– – 0.01% 138
2026
Q1 		$15.6K Hold
113
– – 0.01% 144
2025
Q4 		$15.9K Buy
+113
New +$15.8K 0.01% 135

Other funds holding VT

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
Prentice Wealth Management
Prentice Wealth Management Rochester, New York $493M AUM 7.72% 1-Year Est. Return
WJ Interests
WJ Interests Sugar Land, Texas $278M AUM 10.13% 1-Year Est. Return
Topor & Co Korea
Topor & Co Korea Seoul $127M AUM 13.22% 1-Year Est. Return
GoalFusion Wealth Management
GoalFusion Wealth Management Austin, Texas $250M AUM 10.76% 1-Year Est. Return
Laurel Oak Wealth Management
Laurel Oak Wealth Management Marlton, New Jersey $713M AUM 22.47% 1-Year Est. Return

McCarley & Cook Financial Planners's VT Position: Q3 2026 in Review

McCarley & Cook Financial Planners held its Vanguard Total World Stock ETF (VT) position steady in Q3 2026 at 113 shares worth $17.8K. The position accounts for 0.01% of the portfolio, ranked #143.

McCarley & Cook Financial Planners first reported a position in VT in Q4 2025 and has held it in 4 quarters since. 419 funds tracked by Wall St. Rank hold VT as of Q3 2026.

  • McCarley & Cook Financial Planners held 113 shares of Vanguard Total World Stock ETF worth $17.8K as of Q3 2026.
  • McCarley & Cook Financial Planners left its Vanguard Total World Stock ETF share count unchanged in Q3 2026.
  • Vanguard Total World Stock ETF made up 0.01% of McCarley & Cook Financial Planners's portfolio in Q3 2026, its #143 holding.
  • McCarley & Cook Financial Planners first reported a position in Vanguard Total World Stock ETF in Q4 2025 and has held it in 4 quarters since.
  • 419 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q3 2026.

Based on McCarley & Cook Financial Planners's 13F filing for Q3 2026, filed 21 Oct 2026.