Valmark Advisers’s Vanguard Total World Stock ETF VT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $7.4M | Buy |
47,172
+1,798
| +4% | +$274K | 0.08% | 115 |
|
|
2026
Q1 | $6.28M | Buy |
45,374
+5,521
| +14% | +$794K | 0.07% | 111 |
|
|
2025
Q4 | $5.62M | Buy |
39,853
+5,390
| +16% | +$753K | 0.07% | 123 |
|
|
2025
Q3 | $4.75M | Buy |
34,463
+3,585
| +12% | +$476K | 0.06% | 130 |
|
|
2025
Q2 | $3.97M | Buy |
30,878
+3,012
| +11% | +$360K | 0.06% | 135 |
|
|
2025
Q1 | $3.23M | Buy |
27,866
+8,449
| +44% | +$1.01M | 0.05% | 145 |
|
|
2024
Q4 | $2.28M | Buy |
19,417
+3,262
| +20% | +$392K | 0.04% | 190 |
|
|
2024
Q3 | $1.93M | Sell |
16,155
-265
| -2% | -$30.5K | 0.03% | 203 |
|
|
2024
Q2 | $1.85M | Sell |
16,420
-9
| -0.1% | -$992 | 0.03% | 189 |
|
|
2024
Q1 | $1.82M | Sell |
16,429
-161
| -1% | -$17K | 0.03% | 183 |
|
|
2023
Q4 | $1.71M | Buy |
16,590
+1,083
| +7% | +$104K | 0.03% | 183 |
|
|
2023
Q3 | $1.44M | Buy |
15,507
+805
| +5% | +$78.1K | 0.03% | 180 |
|
|
2023
Q2 | $1.43M | Buy |
14,702
+459
| +3% | +$43K | 0.03% | 186 |
|
|
2023
Q1 | $1.31M | Buy |
14,243
+5,442
| +62% | +$493K | 0.03% | 193 |
|
|
2022
Q4 | $759K | Sell |
8,801
-29
| -0.3% | -$2.48K | 0.02% | 246 |
|
|
2022
Q3 | $696K | Buy |
8,830
+841
| +11% | +$73.9K | 0.01% | 234 |
|
|
2022
Q2 | $682K | Sell |
7,989
-1,037
| -11% | -$95.9K | 0.01% | 251 |
|
|
2022
Q1 | $914K | Buy |
9,026
+1
| +0% | +$101 | 0.02% | 220 |
|
|
2021
Q4 | $970K | Buy |
9,025
+1,095
| +14% | +$116K | 0.02% | 203 |
|
|
2021
Q3 | $808K | Buy |
7,930
+123
| +2% | +$12.9K | 0.01% | 213 |
|
|
2021
Q2 | $809K | Sell |
7,807
-3,037
| -28% | -$310K | 0.01% | 219 |
|
|
2021
Q1 | $1.05M | Sell |
10,844
-1,299
| -11% | -$125K | 0.02% | 180 |
|
|
2020
Q4 | $1.12M | Sell |
12,143
-243
| -2% | -$21.1K | 0.02% | 155 |
|
|
2020
Q3 | $999K | Buy |
12,386
+601
| +5% | +$48.2K | 0.02% | 134 |
|
|
2020
Q2 | $881K | Sell |
11,785
-92
| -0.8% | -$6.48K | 0.02% | 125 |
|
|
2020
Q1 | $746K | Sell |
11,877
-951
| -7% | -$71.7K | 0.02% | 116 |
|
|
2019
Q4 | $1.04M | Sell |
12,828
-589
| -4% | -$45.8K | 0.02% | 97 |
|
|
2019
Q3 | $1M | Sell |
13,417
-446
| -3% | -$33.3K | 0.02% | 99 |
|
|
2019
Q2 | $1.04M | Sell |
13,863
-544
| -4% | -$40.3K | 0.02% | 96 |
|
|
2019
Q1 | $1.05M | Buy |
14,407
+8,524
| +145% | +$605K | 0.02% | 94 |
|
|
2018
Q4 | $385K | Buy |
5,883
+2,755
| +88% | +$193K | 0.01% | 139 |
|
|
2018
Q3 | $237K | Buy |
+3,128
| New | +$235K | 0.01% | 177 |
|
Other funds holding VT
RIM
CA
BT
Valmark Advisers's VT Position: Q2 2026 in Review
Valmark Advisers increased its Vanguard Total World Stock ETF (VT) stake by 4% in Q2 2026, buying an estimated $274K and bringing the position to 47,172 shares worth $7.4M. The position accounts for 0.08% of the portfolio, ranked #115.
Valmark Advisers first reported a position in VT in Q3 2018 and has held it in 32 quarters since. 1,315 funds tracked by Wall St. Rank hold VT as of Q2 2026.
- Valmark Advisers held 47,172 shares of Vanguard Total World Stock ETF worth $7.4M as of Q2 2026.
- Valmark Advisers bought 1,798 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $274K.
- Vanguard Total World Stock ETF made up 0.08% of Valmark Advisers's portfolio in Q2 2026, its #115 holding.
- Valmark Advisers first reported a position in Vanguard Total World Stock ETF in Q3 2018 and has held it in 32 quarters since.
- 1,315 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.
Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.