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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
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

AWM
Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
ZF
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
ST
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
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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Trinity Financial Advisors's VT Position: Q2 2026 in Review

Trinity Financial Advisors opened a new position in Vanguard Total World Stock ETF (VT) in Q2 2026: 1,344 shares worth $211K. The stake represents 0.05% of the portfolio and ranks #95 among its holdings. This is a return to the name: Trinity Financial Advisors previously reported a position in VT as recently as Q4 2025.

Trinity Financial Advisors first reported a position in VT in Q3 2025 and has held it in 3 quarters since. The position peaked at $230K in Q4 2025. 631 funds tracked by Wall St. Rank hold VT as of Q2 2026.

  • Trinity Financial Advisors held 1,344 shares of Vanguard Total World Stock ETF worth $211K as of Q2 2026.
  • Vanguard Total World Stock ETF was a new Trinity Financial Advisors position in Q2 2026.
  • Vanguard Total World Stock ETF made up 0.05% of Trinity Financial Advisors's portfolio in Q2 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 3 quarters since.
  • Trinity Financial Advisors's Vanguard Total World Stock ETF position peaked at $230K in Q4 2025.
  • 631 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Trinity Financial Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.