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

Unify 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 		$810K Buy
5,132
+127
+3% +$20.1K 0.74% 40
2026
Q2 		$786K Buy
5,005
+60
+1% +$9.15K 0.73% 38
2026
Q1 		$684K Buy
4,945
+656
+15% +$94.4K 0.71% 42
2025
Q4 		$605K Buy
+4,289
New +$600K 0.63% 40

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
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 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 15.5% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Inscription Capital
Inscription Capital Houston, Texas $906M AUM 27.95% 1-Year Est. Return

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

Unify Financial Advisors increased its Vanguard Total World Stock ETF (VT) stake by 2.5% in Q3 2026, buying an estimated $20.1K and bringing the position to 5,132 shares worth $810K. The position accounts for 0.74% of the portfolio, ranked #40.

Unify Financial Advisors first reported a position in VT in Q4 2025 and has held it in 4 quarters since. 745 funds tracked by Wall St. Rank hold VT as of Q3 2026.

  • Unify Financial Advisors held 5,132 shares of Vanguard Total World Stock ETF worth $810K as of Q3 2026.
  • Unify Financial Advisors bought 127 Vanguard Total World Stock ETF shares in Q3 2026, an estimated $20.1K.
  • Vanguard Total World Stock ETF made up 0.74% of Unify Financial Advisors's portfolio in Q3 2026, its #40 holding.
  • Unify Financial Advisors first reported a position in Vanguard Total World Stock ETF in Q4 2025 and has held it in 4 quarters since.
  • 745 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q3 2026.

Based on Unify Financial Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.