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RTD Financial Advisors’s Vanguard Total World Stock ETF VT Stock Holding History

RTD Financial Advisors’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 		$295K Sell
1,880
-99
-5% -$15.1K 0.03% 113
2026
Q1 		$274K Buy
1,979
+472
+31% +$67.9K 0.03% 107
2025
Q4 		$213K Sell
1,507
-185
-11% -$25.9K 0.03% 113
2025
Q3 		$233K Sell
1,692
-237
-12% -$31.5K 0.03% 104
2025
Q2 		$248K Buy
1,929
+114
+6% +$13.6K 0.03% 102
2025
Q1 		$210K Buy
1,815
+52
+3% +$6.22K 0.03% 114
2024
Q4 		$207K Buy
1,763
+47
+3% +$5.64K 0.03% 113
2024
Q3 		$205K Buy
+1,716
New +$197K 0.03% 111
2023
Q4 		– Sell
-2,304
Closed -$215K – 104
2023
Q3 		$215K Sell
2,304
-635
-22% -$61.6K 0.03% 97
2023
Q2 		$285K Buy
+2,939
New +$276K 0.04% 93

Other funds holding VT

AWM
Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
ZF
Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return
TAS
TIFF Advisory Services Radnor, Pennsylvania $408M AUM 20.34% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
DWM
Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

RTD Financial Advisors's VT Position: Q2 2026 in Review

RTD Financial Advisors reduced its Vanguard Total World Stock ETF (VT) stake by 5% in Q2 2026, selling an estimated $15.1K and leaving 1,880 shares worth $295K. The position accounts for 0.03% of the portfolio, ranked #113.

RTD Financial Advisors first reported a position in VT in Q2 2023 and has held it in 10 quarters since. 631 funds tracked by Wall St. Rank hold VT as of Q2 2026.

  • RTD Financial Advisors held 1,880 shares of Vanguard Total World Stock ETF worth $295K as of Q2 2026.
  • RTD Financial Advisors sold 99 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $15.1K.
  • Vanguard Total World Stock ETF made up 0.03% of RTD Financial Advisors's portfolio in Q2 2026, its #113 holding.
  • RTD Financial Advisors first reported a position in Vanguard Total World Stock ETF in Q2 2023 and has held it in 10 quarters since.
  • 631 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on RTD Financial Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.