Trinity Financial Advisors
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Trinity Financial Advisors’s Vanguard Total World Stock ETF VT Stock Holding History

Trinity Financial 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 		$220K Buy
1,396
+52
+4% +$8.25K 0.06% 95
2026
Q2 		$211K Buy
+1,344
New +$205K 0.05% 95
2026
Q1 		– Sell
-1,629
Closed -$230K – 97
2025
Q4 		$230K Buy
1,629
+131
+9% +$18.3K 0.06% 88
2025
Q3 		$206K Buy
+1,498
New +$199K 0.06% 98

Other funds holding VT

Rakuten Investment Management
Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return
Mass General Brigham
Mass General Brigham Somerville, Massachusetts $456M AUM 27.51% 1-Year Est. Return
Angeles Wealth Management
Angeles Wealth Management Santa Monica, California $2.27B AUM 17.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return
Sageworth Trust
Sageworth Trust Lancaster, Pennsylvania $2.65B AUM 15.53% 1-Year Est. Return
AA
Alta Advisers London, United Kingdom $675M AUM 36.05% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Trinity Financial Advisors's VT Position: Q3 2026 in Review

Trinity Financial Advisors increased its Vanguard Total World Stock ETF (VT) stake by 3.9% in Q3 2026, buying an estimated $8.25K and bringing the position to 1,396 shares worth $220K. The position accounts for 0.06% of the portfolio, ranked #95.

Trinity Financial Advisors first reported a position in VT in Q3 2025 and has held it in 4 quarters since. The position peaked at $230K in Q4 2025. 816 funds tracked by Wall St. Rank hold VT as of Q3 2026.

  • Trinity Financial Advisors held 1,396 shares of Vanguard Total World Stock ETF worth $220K as of Q3 2026.
  • Trinity Financial Advisors bought 52 Vanguard Total World Stock ETF shares in Q3 2026, an estimated $8.25K.
  • Vanguard Total World Stock ETF made up 0.06% of Trinity Financial Advisors's portfolio in Q3 2026, its #95 holding.
  • Trinity Financial Advisors first reported a position in Vanguard Total World Stock ETF in Q3 2025 and has held it in 4 quarters since.
  • Trinity Financial Advisors's Vanguard Total World Stock ETF position peaked at $230K in Q4 2025.
  • 816 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q3 2026.

Based on Trinity Financial Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.