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Sax Wealth Advisors’s Vanguard Total World Stock ETF VT Stock Holding History

Sax Wealth 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
Q3 		$1.69M Buy
10,723
+108
+1% +$17.1K 0.05% 221
2026
Q2 		$1.47M Sell
10,615
-119
-1% -$18.2K 0.06% 181
2026
Q1 		$1.51M Hold
10,734
– – 0.07% 142
2025
Q4 		$1.51M Buy
10,734
+338
+3% +$47.2K 0.07% 144
2025
Q3 		$1.43M Sell
10,396
-20
-0.2% -$2.66K 0.08% 138
2025
Q2 		$1.34M Sell
10,416
-1,555
-13% -$186K 0.08% 138
2025
Q1 		$1.39M Buy
11,971
+1,845
+18% +$221K 0.1% 112
2024
Q4 		$1.19M Buy
10,126
+255
+3% +$30.6K 0.09% 105
2024
Q3 		$1.18M Buy
9,871
+1,808
+22% +$208K 0.11% 80
2024
Q2 		$908K Buy
8,063
+491
+6% +$54.1K 0.09% 96
2024
Q1 		$837K Buy
7,572
+393
+5% +$41.6K 0.1% 81
2023
Q4 		$739K Buy
7,179
+59
+0.8% +$5.68K 0.12% 88
2023
Q3 		$663K Buy
7,120
+553
+8% +$53.7K 0.13% 90
2023
Q2 		$637K Sell
6,567
-66
-1% -$6.19K 0.13% 89
2023
Q1 		$611K Buy
6,633
+76
+1% +$6.88K 0.13% 91
2022
Q4 		$565K Buy
6,557
+46
+0.7% +$3.93K 0.13% 91
2022
Q3 		$514K Buy
6,511
+31
+0.5% +$2.72K 0.13% 93
2022
Q2 		$553K Buy
6,480
+51
+0.8% +$4.71K 0.14% 94
2022
Q1 		$651K Buy
6,429
+41
+0.6% +$4.15K 0.16% 84
2021
Q4 		$686K Buy
+6,388
New +$679K 0.14% 93

Other funds holding VT

GWM
GoalFusion Wealth Management Austin, Texas $250M AUM 10.76% 1-Year Est. Return
PAM
PartnerRe Asset Management Greenwich, Connecticut $162M AUM 1.4% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
PPF
Pacific Park Financial Lagina Hills, California $169M AUM 11.63% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
FS
Financial Symmetry Raleigh, North Carolina $313M AUM 16.11% 1-Year Est. Return
ANBOT
American National Bank of Texas Richardson, Texas $109M AUM 11.13% 1-Year Est. Return

Sax Wealth Advisors's VT Position: Q3 2026 in Review

Sax Wealth Advisors increased its Vanguard Total World Stock ETF (VT) stake by 1% in Q3 2026, buying an estimated $17.1K and bringing the position to 10,723 shares worth $1.69M. The position accounts for 0.05% of the portfolio, ranked #221.

Sax Wealth Advisors first reported a position in VT in Q4 2021 and has held it in 20 quarters since. 99 funds tracked by Wall St. Rank hold VT as of Q3 2026.

  • Sax Wealth Advisors held 10,723 shares of Vanguard Total World Stock ETF worth $1.69M as of Q3 2026.
  • Sax Wealth Advisors bought 108 Vanguard Total World Stock ETF shares in Q3 2026, an estimated $17.1K.
  • Vanguard Total World Stock ETF made up 0.05% of Sax Wealth Advisors's portfolio in Q3 2026, its #221 holding.
  • Sax Wealth Advisors first reported a position in Vanguard Total World Stock ETF in Q4 2021 and has held it in 20 quarters since.
  • 99 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q3 2026.

Based on Sax Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.