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Valley Forge Investment Consultants’s Vanguard Total World Stock ETF VT Stock Holding History

Valley Forge Investment Consultants’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 		$398K Buy
2,535
+1
+0% +$153 0.1% 59
2026
Q1 		$351K Sell
2,534
-1
-0% -$144 0.11% 57
2025
Q4 		$358K Buy
2,535
+2
+0.1% +$280 0.1% 56
2025
Q3 		$349K Buy
2,533
+1
+0% +$133 0.1% 60
2025
Q2 		$325K Hold
2,532
– – 0.1% 63
2025
Q1 		$294K Buy
2,532
+1
+0% +$120 0.1% 62
2024
Q4 		$297K Sell
2,531
-5
-0.2% -$600 0.1% 64
2024
Q3 		$304K Buy
2,536
+2
+0.1% +$230 0.11% 63
2024
Q2 		$285K Buy
2,534
+1
+0% +$110 0.11% 62
2024
Q1 		$280K Buy
2,533
+341
+16% +$36.1K 0.11% 63
2023
Q4 		$226K Sell
2,192
-344
-14% -$33.1K 0.1% 64
2023
Q3 		$236K Buy
2,536
+2
+0.1% +$194 0.11% 62
2023
Q2 		$246K Buy
2,534
+2
+0.1% +$187 0.12% 52
2023
Q1 		$233K Buy
2,532
+1
+0% +$91 0.12% 53
2022
Q4 		$218K Sell
2,531
-7
-0.3% -$598 0.12% 64
2022
Q3 		$200K Sell
2,538
-40
-2% -$3.52K 0.11% 68
2022
Q2 		$220K Buy
2,578
+3
+0.1% +$277 0.11% 65
2022
Q1 		$261K Buy
2,575
+42
+2% +$4.25K 0.11% 63
2021
Q4 		$272K Sell
2,533
-47
-2% -$4.99K 0.12% 60
2021
Q3 		$263K Buy
2,580
+1
+0% +$105 0.14% 58
2021
Q2 		$267K Buy
2,579
+2
+0.1% +$204 0.14% 62
2021
Q1 		$251K Buy
2,577
+21
+0.8% +$2.02K 0.17% 57
2020
Q4 		$237K Buy
+2,556
New +$222K 0.21% 54

Other funds holding VT

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AWM
Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return
ZF
Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
TAS
TIFF Advisory Services Radnor, Pennsylvania $408M AUM 20.34% 1-Year Est. Return

Valley Forge Investment Consultants's VT Position: Q2 2026 in Review

Valley Forge Investment Consultants increased its Vanguard Total World Stock ETF (VT) stake by 0.04% in Q2 2026, buying an estimated $153 and bringing the position to 2,535 shares worth $398K. The position accounts for 0.1% of the portfolio, ranked #59.

Valley Forge Investment Consultants first reported a position in VT in Q4 2020 and has held it in 23 quarters since. 873 funds tracked by Wall St. Rank hold VT as of Q2 2026.

  • Valley Forge Investment Consultants held 2,535 shares of Vanguard Total World Stock ETF worth $398K as of Q2 2026.
  • Valley Forge Investment Consultants bought 1 Vanguard Total World Stock ETF share in Q2 2026, an estimated $153.
  • Vanguard Total World Stock ETF made up 0.1% of Valley Forge Investment Consultants's portfolio in Q2 2026, its #59 holding.
  • Valley Forge Investment Consultants first reported a position in Vanguard Total World Stock ETF in Q4 2020 and has held it in 23 quarters since.
  • 873 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Valley Forge Investment Consultants's 13F filing for Q2 2026, filed 7 Aug 2026.