TFC Financial Management’s Vanguard Total World Stock ETF VT Stock Holding History

TFC Financial Management’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 Q1	$113K	Buy	820 +2	+0.2%	+$288	0.01%	187
2025 Q4	$115K	Buy	818 +149	+22%	+$20.8K	0.01%	188
2025 Q3	$92.2K	Buy	669 +77	+13%	+$10.2K	0.01%	213
2025 Q2	$76K	Buy	592 +3	+0.5%	+$359	0.01%	224
2025 Q1	$68.3K	Buy	589 +2	+0.3%	+$239	0.01%	228
2024 Q4	$69K	Buy	587 +33	+6%	+$3.96K	0.01%	224
2024 Q3	$66.3K	Buy	554 +30	+6%	+$3.45K	0.01%	235
2024 Q2	$59K	Sell	524 -1,018	-66%	-$112K	0.01%	225
2024 Q1	$170K	Buy	1,542 +983	+176%	+$104K	0.03%	133
2023 Q4	$57.5K	Buy	+559	New	+$53.8K	0.01%	217
2023 Q3	–	Sell	-254	Closed	-$24.7K	–	707
2023 Q2	$24.7K	Buy	+254	New	+$23.8K	0.01%	271

Other funds holding VT

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

TFC Financial Management's VT Position: Q1 2026 in Review

TFC Financial Management increased its Vanguard Total World Stock ETF (VT) stake by 0.24% in Q1 2026, buying an estimated $288 and bringing the position to 820 shares worth $113K. The position accounts for 0.01% of the portfolio, ranked #187.

TFC Financial Management first reported a position in VT in Q2 2023 and has held it in 11 quarters since. The position peaked at $170K in Q1 2024. 1,229 funds tracked by Wall St. Rank hold VT as of Q1 2026.

TFC Financial Management held 820 shares of Vanguard Total World Stock ETF worth $113K as of Q1 2026.
TFC Financial Management bought 2 Vanguard Total World Stock ETF shares in Q1 2026, an estimated $288.
Vanguard Total World Stock ETF made up 0.01% of TFC Financial Management's portfolio in Q1 2026, its #187 holding.
TFC Financial Management first reported a position in Vanguard Total World Stock ETF in Q2 2023 and has held it in 11 quarters since.
TFC Financial Management's Vanguard Total World Stock ETF position peaked at $170K in Q1 2024.
1,229 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2026.

Based on TFC Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.