Rochester Wealth Strategies’s Vanguard Total World Stock ETF VT Stock Holding History

Rochester Wealth Strategies’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	$206K	Buy	+1,314	New	+$200K	0.11%	26

Other funds holding VT

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Bernzott Capital Advisors Camarillo, California $250M AUM 26.89% 1-Year Est. Return

Threadgill Financial Spring, Texas $243M AUM 10.69% 1-Year Est. Return

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

FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

Topor & Co Korea Seoul $127M AUM

Sivia Capital Partners Mill Valley, California $822M AUM 48.82% 1-Year Est. Return

Rochester Wealth Strategies's VT Position: Q2 2026 in Review

Rochester Wealth Strategies opened a new position in Vanguard Total World Stock ETF (VT) in Q2 2026: 1,314 shares worth $206K. The stake represents 0.11% of the portfolio and ranks #26 among its holdings.

380 funds tracked by Wall St. Rank hold VT as of Q2 2026.

Rochester Wealth Strategies held 1,314 shares of Vanguard Total World Stock ETF worth $206K as of Q2 2026.
Vanguard Total World Stock ETF was a new Rochester Wealth Strategies position in Q2 2026.
Vanguard Total World Stock ETF made up 0.11% of Rochester Wealth Strategies's portfolio in Q2 2026, its #26 holding.
380 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Rochester Wealth Strategies's 13F filing for Q2 2026, filed 22 Jul 2026.