Urban Financial Advisory Corp’s Vanguard Total World Stock ETF VT Stock Holding History

Urban Financial Advisory Corp’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	$1.09M	Buy	6,975 +4,807	+222%	+$733K	0.3%	19
2026 Q1	$300K	Buy	2,168 +315	+17%	+$45.3K	0.11%	30
2025 Q4	$261K	Buy	1,853 +1,001	+117%	+$140K	0.1%	31
2025 Q3	$117K	Sell	852 -100	-11%	-$13.3K	0.05%	36
2025 Q2	$122K	Sell	952 -1,046	-52%	-$125K	0.06%	32
2025 Q1	$232K	Buy	1,998 +3	+0.2%	+$359	0.13%	26
2024 Q4	$234K	Buy	1,995 +388	+24%	+$46.6K	0.13%	21
2024 Q3	$192K	Sell	1,607 -979	-38%	-$113K	0.11%	23
2024 Q2	$291K	Sell	2,586 -1,349	-34%	-$149K	0.18%	21
2024 Q1	$435K	Buy	3,935 +1,679	+74%	+$178K	0.27%	20
2023 Q4	$232K	Buy	+2,256	New	+$217K	0.18%	21

Other funds holding VT

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Brandywine Trust Hockessin, Delaware $621M AUM 15.59% 1-Year Est. Return

Urban Financial Advisory Corp's VT Position: Q2 2026 in Review

Urban Financial Advisory Corp increased its Vanguard Total World Stock ETF (VT) stake by 222% in Q2 2026, buying an estimated $733K and bringing the position to 6,975 shares worth $1.09M. The position accounts for 0.3% of the portfolio, ranked #19.

Urban Financial Advisory Corp first reported a position in VT in Q4 2023 and has held it in 11 quarters since. 1,315 funds tracked by Wall St. Rank hold VT as of Q2 2026.

Urban Financial Advisory Corp held 6,975 shares of Vanguard Total World Stock ETF worth $1.09M as of Q2 2026.
Urban Financial Advisory Corp bought 4,807 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $733K.
Vanguard Total World Stock ETF made up 0.3% of Urban Financial Advisory Corp's portfolio in Q2 2026, its #19 holding.
Urban Financial Advisory Corp first reported a position in Vanguard Total World Stock ETF in Q4 2023 and has held it in 11 quarters since.
1,315 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Urban Financial Advisory Corp's 13F filing for Q2 2026, filed 6 Aug 2026.