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Stegent Equity Advisors’s Vanguard Total World Stock ETF VT Stock Holding History

Stegent Equity 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 		– Sell
-1,588
Closed -$249K – 119
2026
Q2 		$249K Buy
+1,588
New +$242K 0.18% 98

Other funds holding VT

GWM
GoalFusion Wealth Management Austin, Texas $250M AUM 10.76% 1-Year Est. Return
PAM
PartnerRe Asset Management Greenwich, Connecticut $162M AUM 1.4% 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
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
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
FS
Financial Symmetry Raleigh, North Carolina $313M AUM 16.11% 1-Year Est. Return
ANBOT
American National Bank of Texas Richardson, Texas $109M AUM 11.13% 1-Year Est. Return

Stegent Equity Advisors's VT Position: Q3 2026 in Review

Stegent Equity Advisors sold out of Vanguard Total World Stock ETF (VT) in Q3 2026, closing a stake of 1,588 shares — an estimated $249K sold.

Stegent Equity Advisors first reported a position in VT in Q2 2026 and held it in 1 quarter. The position peaked at $249K in Q2 2026. 100 funds tracked by Wall St. Rank hold VT as of Q3 2026.

  • Stegent Equity Advisors reported no remaining Vanguard Total World Stock ETF position as of Q3 2026 after selling out during the quarter.
  • Stegent Equity Advisors sold 1,588 Vanguard Total World Stock ETF shares in Q3 2026, an estimated $249K.
  • Stegent Equity Advisors first reported a position in Vanguard Total World Stock ETF in Q2 2026 and held it in 1 quarter.
  • Stegent Equity Advisors's Vanguard Total World Stock ETF position peaked at $249K in Q2 2026.
  • 100 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q3 2026.

Based on Stegent Equity Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.