Values Added Financial
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Values Added Financial’s Vanguard Total World Stock ETF VT Stock Holding History

Values Added Financial’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
Q3 		– Sell
-1,315
Closed -$206K – 148
2026
Q2 		$206K Sell
1,315
-140
-10% -$21.4K 0.07% 143
2026
Q1 		$201K Buy
+1,455
New +$209K 0.08% 133
2025
Q3 		– Sell
-2,423
Closed -$311K – 130
2025
Q2 		$311K Buy
2,423
+1
+0% +$120 0.15% 96
2025
Q1 		$281K Buy
2,422
+1
+0% +$120 0.16% 94
2024
Q4 		$284K Buy
2,421
+3
+0.1% +$360 0.16% 95
2024
Q3 		$289K Buy
+2,418
New +$278K 0.18% 84

Other funds holding VT

Angeles Wealth Management
Angeles Wealth Management Santa Monica, California $2.27B AUM 17.57% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return
Sageworth Trust
Sageworth Trust Lancaster, Pennsylvania $2.65B AUM 15.5% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Bernzott Capital Advisors
Bernzott Capital Advisors Camarillo, California $233M AUM 9.08% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
YC
Yarbrough Capital Franklin, Tennessee $3.58B AUM 26% 1-Year Est. Return
BIP Wealth
BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

Values Added Financial's VT Position: Q3 2026 in Review

Values Added Financial sold out of Vanguard Total World Stock ETF (VT) in Q3 2026, closing a stake of 1,315 shares — an estimated $206K sold.

Values Added Financial first reported a position in VT in Q3 2024 and held it in 6 quarters. The position peaked at $311K in Q2 2025. 585 funds tracked by Wall St. Rank hold VT as of Q3 2026.

  • Values Added Financial reported no remaining Vanguard Total World Stock ETF position as of Q3 2026 after selling out during the quarter.
  • Values Added Financial sold 1,315 Vanguard Total World Stock ETF shares in Q3 2026, an estimated $206K.
  • Values Added Financial first reported a position in Vanguard Total World Stock ETF in Q3 2024 and held it in 6 quarters.
  • Values Added Financial's Vanguard Total World Stock ETF position peaked at $311K in Q2 2025.
  • 585 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q3 2026.

Based on Values Added Financial's 13F filing for Q3 2026, filed 28 Oct 2026.