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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
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

SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
BCA
Bernzott Capital Advisors Camarillo, California $250M AUM 26.89% 1-Year Est. Return
TF
Threadgill Financial Spring, Texas $243M AUM 10.69% 1-Year Est. Return
PWM
Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
FWA
FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
TCK
Topor & Co Korea Seoul $127M AUM
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

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

Unify Financial Advisors increased its Vanguard Total World Stock ETF (VT) stake by 1.2% in Q2 2026, buying an estimated $9.15K and bringing the position to 5,005 shares worth $786K. The position accounts for 0.73% of the portfolio, ranked #38.

Unify Financial Advisors first reported a position in VT in Q4 2025 and has held it in 3 quarters since. 362 funds tracked by Wall St. Rank hold VT as of Q2 2026.

  • Unify Financial Advisors held 5,005 shares of Vanguard Total World Stock ETF worth $786K as of Q2 2026.
  • Unify Financial Advisors bought 60 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $9.15K.
  • Vanguard Total World Stock ETF made up 0.73% of Unify Financial Advisors's portfolio in Q2 2026, its #38 holding.
  • Unify Financial Advisors first reported a position in Vanguard Total World Stock ETF in Q4 2025 and has held it in 3 quarters since.
  • 362 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Unify Financial Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.