Seamount Financial Group
VT icon

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
Q3 		$4.18M Buy
26,472
+115
+0.4% +$18.2K 1.64% 18
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

Angeles Wealth Management
Angeles Wealth Management Santa Monica, California $2.27B AUM 17.57% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
YC
Yarbrough Capital Franklin, Tennessee $3.58B AUM 26% 1-Year Est. Return
BIP Wealth
BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return
Prentice Wealth Management
Prentice Wealth Management Rochester, New York $493M AUM 7.72% 1-Year Est. Return
Simon Quick Advisors
Simon Quick Advisors Morristown, New Jersey $2.63B AUM 14.45% 1-Year Est. Return
WJ Interests
WJ Interests Sugar Land, Texas $278M AUM 10.13% 1-Year Est. Return
Topor & Co Korea
Topor & Co Korea Seoul $127M AUM 13.22% 1-Year Est. Return

Seamount Financial Group's VT Position: Q3 2026 in Review

Seamount Financial Group increased its Vanguard Total World Stock ETF (VT) stake by 0.44% in Q3 2026, buying an estimated $18.2K and bringing the position to 26,472 shares worth $4.18M. The position accounts for 1.64% of the portfolio, ranked #18.

Seamount Financial Group first reported a position in VT in Q4 2023 and has held it in 12 quarters since. 456 funds tracked by Wall St. Rank hold VT as of Q3 2026.

  • Seamount Financial Group held 26,472 shares of Vanguard Total World Stock ETF worth $4.18M as of Q3 2026.
  • Seamount Financial Group bought 115 Vanguard Total World Stock ETF shares in Q3 2026, an estimated $18.2K.
  • Vanguard Total World Stock ETF made up 1.64% of Seamount Financial Group's portfolio in Q3 2026, its #18 holding.
  • Seamount Financial Group first reported a position in Vanguard Total World Stock ETF in Q4 2023 and has held it in 12 quarters since.
  • 456 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q3 2026.

Based on Seamount Financial Group's 13F filing for Q3 2026, filed 21 Oct 2026.