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Seamount Financial Group’s Vanguard Total World Stock ETF VT Stock Holding History

Seamount Financial Group’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 		$4.14M Buy
26,357
+163
+0.6% +$24.9K 1.67% 15
2026
Q1 		$3.62M Sell
26,194
-198
-0.8% -$28.5K 1.63% 17
2025
Q4 		$3.72M Buy
26,392
+299
+1% +$41.8K 1.69% 16
2025
Q3 		$3.6M Buy
26,093
+106
+0.4% +$14.1K 1.7% 15
2025
Q2 		$3.34M Buy
25,987
+3,929
+18% +$470K 1.72% 15
2025
Q1 		$2.56M Sell
22,058
-282
-1% -$33.7K 1.74% 18
2024
Q4 		$2.62M Sell
22,340
-1,102
-5% -$132K 1.81% 14
2024
Q3 		$2.81M Sell
23,442
-457
-2% -$52.6K 2.11% 12
2024
Q2 		$2.69M Buy
23,899
+330
+1% +$36.4K 2.2% 12
2024
Q1 		$2.6M Buy
23,569
+1,144
+5% +$121K 2.28% 11
2023
Q4 		$2.31M Buy
+22,425
New +$2.16M 2.21% 12

Other funds holding VT

SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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
SCP
Sivia Capital Partners Mill Valley, California $822M AUM 48.82% 1-Year Est. Return

Seamount Financial Group's VT Position: Q2 2026 in Review

Seamount Financial Group increased its Vanguard Total World Stock ETF (VT) stake by 0.62% in Q2 2026, buying an estimated $24.9K and bringing the position to 26,357 shares worth $4.14M. The position accounts for 1.67% of the portfolio, ranked #15.

Seamount Financial Group first reported a position in VT in Q4 2023 and has held it in 11 quarters since. 433 funds tracked by Wall St. Rank hold VT as of Q2 2026.

  • Seamount Financial Group held 26,357 shares of Vanguard Total World Stock ETF worth $4.14M as of Q2 2026.
  • Seamount Financial Group bought 163 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $24.9K.
  • Vanguard Total World Stock ETF made up 1.67% of Seamount Financial Group's portfolio in Q2 2026, its #15 holding.
  • Seamount Financial Group first reported a position in Vanguard Total World Stock ETF in Q4 2023 and has held it in 11 quarters since.
  • 433 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Seamount Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.