SWP Financial’s Vanguard Total World Stock ETF VT Stock Holding History

SWP Financial’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	$1.1M	Sell	6,991 -171	-2%	-$26.1K	0.51%	34
2026 Q1	$991K	Sell	7,162 -146	-2%	-$21K	0.51%	36
2025 Q4	$1.03M	Sell	7,308 -49	-0.7%	-$6.85K	0.52%	36
2025 Q3	$1.01M	Hold	7,357	–	–	0.52%	36
2025 Q2	$946K	Sell	7,357 -52	-0.7%	-$6.22K	0.52%	39
2025 Q1	$859K	Sell	7,409 -170	-2%	-$20.3K	0.52%	34
2024 Q4	$890K	Hold	7,579	–	–	0.54%	34
2024 Q3	$907K	Hold	7,579	–	–	0.55%	23
2024 Q2	$854K	Sell	7,579 -301	-4%	-$33.2K	0.56%	23
2024 Q1	$871K	Buy	7,880 +1,029	+15%	+$109K	0.61%	22
2023 Q4	$705K	Buy	+6,851	New	+$659K	0.55%	22

Other funds holding VT

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

AWM

Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return

TAS

TIFF Advisory Services Radnor, Pennsylvania $408M AUM 20.34% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return

DWM

Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

3AM

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

SWP Financial's VT Position: Q2 2026 in Review

SWP Financial reduced its Vanguard Total World Stock ETF (VT) stake by 2.4% in Q2 2026, selling an estimated $26.1K and leaving 6,991 shares worth $1.1M. The position accounts for 0.51% of the portfolio, ranked #34.

SWP Financial first reported a position in VT in Q4 2023 and has held it in 11 quarters since. 689 funds tracked by Wall St. Rank hold VT as of Q2 2026.

SWP Financial held 6,991 shares of Vanguard Total World Stock ETF worth $1.1M as of Q2 2026.
SWP Financial sold 171 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $26.1K.
Vanguard Total World Stock ETF made up 0.51% of SWP Financial's portfolio in Q2 2026, its #34 holding.
SWP Financial first reported a position in Vanguard Total World Stock ETF in Q4 2023 and has held it in 11 quarters since.
689 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

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