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SC&H Financial Advisors’s Vanguard Total World Stock ETF VT Stock Holding History

SC&H 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
Q3 		$2.03M Sell
12,863
-2,517
-16% -$399K 0.28% 46
2026
Q2 		$2.41M Buy
15,380
+158
+1% +$24.1K 0.32% 37
2026
Q1 		$2.11M Sell
15,222
-264
-2% -$38K 0.32% 38
2025
Q4 		$2.18M Buy
15,486
+747
+5% +$104K 0.34% 37
2025
Q3 		$2.03M Sell
14,739
-1,480
-9% -$197K 0.33% 40
2025
Q2 		$2.08M Sell
16,219
-163
-1% -$19.5K 0.36% 38
2025
Q1 		$1.9M Sell
16,382
-975
-6% -$117K 0.37% 37
2024
Q4 		$2.04M Buy
17,357
+764
+5% +$91.7K 0.42% 34
2024
Q3 		$1.99M Buy
16,593
+163
+1% +$18.7K 0.43% 33
2024
Q2 		$1.85M Sell
16,430
-133
-0.8% -$14.7K 0.45% 33
2024
Q1 		$1.83M Sell
16,563
-1,544
-9% -$163K 0.48% 33
2023
Q4 		$1.86M Buy
18,107
+4
+0% +$385 0.54% 32
2023
Q3 		$1.69M Sell
18,103
-337
-2% -$32.7K 0.56% 30
2023
Q2 		$1.79M Sell
18,440
-675
-4% -$63.3K 0.59% 29
2023
Q1 		$1.76M Sell
19,115
-1,372
-7% -$124K 0.64% 29
2022
Q4 		$1.77M Sell
20,487
-6,183
-23% -$528K 0.73% 29
2022
Q3 		$2.1M Buy
26,670
+764
+3% +$67.1K 1.05% 20
2022
Q2 		$2.21M Buy
25,906
+8,029
+45% +$742K 1.03% 20
2022
Q1 		$1.81M Buy
17,877
+3,908
+28% +$396K 0.86% 26
2021
Q4 		$1.5M Buy
+13,969
New +$1.48M 0.83% 25

Other funds holding VT

WI
WJ Interests Sugar Land, Texas $278M AUM 10.13% 1-Year Est. Return
GWM
GoalFusion Wealth Management Austin, Texas $250M AUM 10.76% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
PAM
PartnerRe Asset Management Greenwich, Connecticut $162M AUM 1.4% 1-Year Est. Return
WC
Weil Company San Diego, California $580M AUM 14.7% 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
FG
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 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

SC&H Financial Advisors's VT Position: Q3 2026 in Review

SC&H Financial Advisors reduced its Vanguard Total World Stock ETF (VT) stake by 16% in Q3 2026, selling an estimated $399K and leaving 12,863 shares worth $2.03M. The position accounts for 0.28% of the portfolio, ranked #46.

SC&H Financial Advisors first reported a position in VT in Q4 2021 and has held it in 20 quarters since. The position peaked at $2.41M in Q2 2026. 151 funds tracked by Wall St. Rank hold VT as of Q3 2026.

  • SC&H Financial Advisors held 12,863 shares of Vanguard Total World Stock ETF worth $2.03M as of Q3 2026.
  • SC&H Financial Advisors sold 2,517 Vanguard Total World Stock ETF shares in Q3 2026, an estimated $399K.
  • Vanguard Total World Stock ETF made up 0.28% of SC&H Financial Advisors's portfolio in Q3 2026, its #46 holding.
  • SC&H Financial Advisors first reported a position in Vanguard Total World Stock ETF in Q4 2021 and has held it in 20 quarters since.
  • SC&H Financial Advisors's Vanguard Total World Stock ETF position peaked at $2.41M in Q2 2026.
  • 151 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q3 2026.

Based on SC&H Financial Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.