USAdvisors Wealth Management’s Vanguard Total World Stock ETF VT Stock Holding History

USAdvisors Wealth Management’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	$253K	Sell	1,613 -21	-1%	-$3.2K	0.07%	128
2026 Q1	$219K	Buy	1,634 +2	+0.1%	+$288	0.07%	125
2025 Q4	$230K	Buy	1,632 +64	+4%	+$8.95K	0.08%	127
2025 Q3	$216K	Buy	1,568 +9	+0.6%	+$1.2K	0.07%	125
2025 Q2	$200K	Buy	+1,559	New	+$186K	0.07%	130

Other funds holding VT

AWM

Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

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

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 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 Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

USAdvisors Wealth Management's VT Position: Q2 2026 in Review

USAdvisors Wealth Management reduced its Vanguard Total World Stock ETF (VT) stake by 1.3% in Q2 2026, selling an estimated $3.2K and leaving 1,613 shares worth $253K. The position accounts for 0.07% of the portfolio, ranked #128.

USAdvisors Wealth Management first reported a position in VT in Q2 2025 and has held it in 5 quarters since. 625 funds tracked by Wall St. Rank hold VT as of Q2 2026.

USAdvisors Wealth Management held 1,613 shares of Vanguard Total World Stock ETF worth $253K as of Q2 2026.
USAdvisors Wealth Management sold 21 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $3.2K.
Vanguard Total World Stock ETF made up 0.07% of USAdvisors Wealth Management's portfolio in Q2 2026, its #128 holding.
USAdvisors Wealth Management first reported a position in Vanguard Total World Stock ETF in Q2 2025 and has held it in 5 quarters since.
625 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on USAdvisors Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.