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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
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

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
BT
Brandywine Trust Hockessin, Delaware $621M AUM 15.59% 1-Year Est. Return

SC&H Financial Advisors's VT Position: Q2 2026 in Review

SC&H Financial Advisors increased its Vanguard Total World Stock ETF (VT) stake by 1% in Q2 2026, buying an estimated $24.1K and bringing the position to 15,380 shares worth $2.41M. The position accounts for 0.32% of the portfolio, ranked #37.

SC&H Financial Advisors first reported a position in VT in Q4 2021 and has held it in 19 quarters since. 1,315 funds tracked by Wall St. Rank hold VT as of Q2 2026.

  • SC&H Financial Advisors held 15,380 shares of Vanguard Total World Stock ETF worth $2.41M as of Q2 2026.
  • SC&H Financial Advisors bought 158 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $24.1K.
  • Vanguard Total World Stock ETF made up 0.32% of SC&H Financial Advisors's portfolio in Q2 2026, its #37 holding.
  • SC&H Financial Advisors first reported a position in Vanguard Total World Stock ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,315 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on SC&H Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.