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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
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

FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
BCA
Bernzott Capital Advisors Camarillo, California $250M AUM 26.89% 1-Year Est. Return
TF
Threadgill Financial Spring, Texas $243M AUM 10.69% 1-Year Est. Return
PWM
Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return
FWA
FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
TCK
Topor & Co Korea Seoul $127M AUM
GWM
GoalFusion Wealth Management Austin, Texas $248M AUM 17.33% 1-Year Est. Return
LOWM
Laurel Oak Wealth Management Marlton, New Jersey $687M AUM
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Sax Wealth Advisors's VT Position: Q2 2026 in Review

Sax Wealth Advisors reduced its Vanguard Total World Stock ETF (VT) stake by 1.1% in Q2 2026, selling an estimated $18.2K and leaving 10,615 shares worth $1.47M. The position accounts for 0.06% of the portfolio, ranked #181.

Sax Wealth Advisors first reported a position in VT in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.51M in Q1 2026. 296 funds tracked by Wall St. Rank hold VT as of Q2 2026.

  • Sax Wealth Advisors held 10,615 shares of Vanguard Total World Stock ETF worth $1.47M as of Q2 2026.
  • Sax Wealth Advisors sold 119 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $18.2K.
  • Vanguard Total World Stock ETF made up 0.06% of Sax Wealth Advisors's portfolio in Q2 2026, its #181 holding.
  • Sax Wealth Advisors first reported a position in Vanguard Total World Stock ETF in Q4 2021 and has held it in 19 quarters since.
  • Sax Wealth Advisors's Vanguard Total World Stock ETF position peaked at $1.51M in Q1 2026.
  • 296 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.