NWF Advisory Services
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NWF Advisory Services’s Vanguard Total World Stock ETF VT Stock Holding History

NWF Advisory Services’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 		$8.34M Buy
52,856
+622
+1% +$98.6K 0.78% 31
2026
Q2 		$8.2M Buy
52,234
+1,988
+4% +$303K 0.77% 31
2026
Q1 		$6.95M Sell
50,246
-81
-0.2% -$11.6K 0.78% 35
2025
Q4 		$7.1M Buy
50,327
+296
+0.6% +$41.4K 0.78% 35
2025
Q3 		$6.89M Buy
50,031
+195
+0.4% +$25.9K 0.76% 35
2025
Q2 		$6.4M Buy
49,836
+326
+0.7% +$39K 0.76% 33
2025
Q1 		$5.74M Sell
49,510
-349
-0.7% -$41.8K 0.81% 32
2024
Q4 		$5.86M Sell
49,859
-670
-1% -$80.4K 0.86% 33
2024
Q3 		$6.05M Buy
50,529
+370
+0.7% +$42.6K 0.88% 29
2024
Q2 		$5.65M Buy
50,159
+131
+0.3% +$14.4K 0.9% 28
2024
Q1 		$5.53M Buy
50,028
+2,292
+5% +$242K 0.92% 29
2023
Q4 		$4.91M Buy
47,736
+145
+0.3% +$14K 0.98% 23
2023
Q3 		$4.43M Buy
47,591
+77
+0.2% +$7.48K 1.04% 23
2023
Q2 		$4.61M Hold
47,514
– – 1.07% 21
2023
Q1 		$4.61M Buy
+47,514
New +$4.3M 1.07% 21

Other funds holding VT

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
WI
WJ Interests Sugar Land, Texas $278M AUM 10.13% 1-Year Est. Return
GWM
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
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
IFS
Intelligent Financial Strategies Excelsior, Minnesota $206M AUM 8.95% 1-Year Est. Return
PAM
PartnerRe Asset Management Greenwich, Connecticut $162M AUM 1.4% 1-Year Est. Return
AA Financial Advisors
AA Financial Advisors Columbus, Ohio $840M AUM 11.98% 1-Year Est. Return
WC
Weil Company San Diego, California $580M AUM 14.7% 1-Year Est. Return

NWF Advisory Services's VT Position: Q3 2026 in Review

NWF Advisory Services increased its Vanguard Total World Stock ETF (VT) stake by 1.2% in Q3 2026, buying an estimated $98.6K and bringing the position to 52,856 shares worth $8.34M. The position accounts for 0.78% of the portfolio, ranked #31.

NWF Advisory Services first reported a position in VT in Q1 2023 and has held it in 15 quarters since. 268 funds tracked by Wall St. Rank hold VT as of Q3 2026.

  • NWF Advisory Services held 52,856 shares of Vanguard Total World Stock ETF worth $8.34M as of Q3 2026.
  • NWF Advisory Services bought 622 Vanguard Total World Stock ETF shares in Q3 2026, an estimated $98.6K.
  • Vanguard Total World Stock ETF made up 0.78% of NWF Advisory Services's portfolio in Q3 2026, its #31 holding.
  • NWF Advisory Services first reported a position in Vanguard Total World Stock ETF in Q1 2023 and has held it in 15 quarters since.
  • 268 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q3 2026.

Based on NWF Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.