Petix & Botte Financial’s Vanguard Total World Stock ETF VT Stock Holding History

Petix & Botte Financial’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	$325K	Hold	2,062	–	–	0.07%	112
2026 Q2	$324K	Buy	2,062 +1,031	+100%	+$157K	0.07%	117
2026 Q1	$285K	Sell	1,031 -1,031	-50%	-$148K	0.06%	118
2025 Q4	$291K	Hold	2,062	–	–	0.07%	111
2025 Q3	$284K	Hold	2,062	–	–	0.07%	113
2025 Q2	$265K	Hold	2,062	–	–	0.07%	116
2025 Q1	$239K	Hold	2,062	–	–	0.06%	116
2024 Q4	$242K	Hold	2,062	–	–	0.06%	116
2024 Q3	$247K	Hold	2,062	–	–	0.07%	109
2024 Q2	$232K	Buy	+2,062	New	+$227K	0.07%	111
2024 Q1	–	Sell	-2,062	Closed	-$212K	–	167
2023 Q4	$212K	Buy	+2,062	New	+$198K	0.06%	117
2022 Q2	–	Sell	-2,212	Closed	-$224K	–	118
2022 Q1	$224K	Buy	+2,212	New	+$224K	0.07%	107
2021 Q4	–	Sell	-2,274	Closed	-$232K	–	115
2021 Q3	$232K	Buy	+2,274	New	+$238K	0.08%	100

Other funds holding VT

Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Mass General Brigham Somerville, Massachusetts $456M AUM 27.51% 1-Year Est. Return

Permanent Capital Management Chicago, Illinois $637M AUM 13.34% 1-Year Est. Return

Angeles Wealth Management Santa Monica, California $2.27B AUM 17.57% 1-Year Est. Return

SCS Capital Management Boston, Massachusetts $11.2B AUM 12.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Petix & Botte Financial's VT Position: Q3 2026 in Review

Petix & Botte Financial held its Vanguard Total World Stock ETF (VT) position steady in Q3 2026 at 2,062 shares worth $325K. The position accounts for 0.07% of the portfolio, ranked #112.

Petix & Botte Financial first reported a position in VT in Q3 2021 and has held it in 13 quarters since. 1,076 funds tracked by Wall St. Rank hold VT as of Q3 2026.

Petix & Botte Financial held 2,062 shares of Vanguard Total World Stock ETF worth $325K as of Q3 2026.
Petix & Botte Financial left its Vanguard Total World Stock ETF share count unchanged in Q3 2026.
Vanguard Total World Stock ETF made up 0.07% of Petix & Botte Financial's portfolio in Q3 2026, its #112 holding.
Petix & Botte Financial first reported a position in Vanguard Total World Stock ETF in Q3 2021 and has held it in 13 quarters since.
1,076 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q3 2026.

Based on Petix & Botte Financial's 13F filing for Q3 2026, filed 10 Nov 2026.