Weaver Consulting Group’s Vanguard Total World Stock ETF VT Stock Holding History

Weaver Consulting Group’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	$881K	Sell	5,584 -38	-0.7%	-$6.03K	0.17%	119
2026 Q2	$882K	Hold	5,622	–	–	0.18%	113
2026 Q1	$778K	Hold	5,622	–	–	0.19%	105
2025 Q4	$793K	Buy	5,622 +471	+9%	+$65.8K	0.19%	101
2025 Q3	$710K	Buy	5,151 +144	+3%	+$19.1K	0.18%	105
2025 Q2	$644K	Hold	5,007	–	–	0.18%	104
2025 Q1	$581K	Buy	5,007 +800	+19%	+$95.7K	0.17%	103
2024 Q4	$494K	Hold	4,207	–	–	0.15%	115
2024 Q3	$504K	Hold	4,207	–	–	0.16%	112
2024 Q2	$474K	Hold	4,207	–	–	0.17%	110
2024 Q1	$465K	Buy	4,207 +201	+5%	+$21.3K	0.17%	109
2023 Q4	$412K	Sell	4,006 -49	-1%	-$4.72K	0.17%	109
2023 Q3	$378K	Hold	4,055	–	–	0.17%	110
2023 Q2	$393K	Sell	4,055 -437	-10%	-$41K	0.17%	101
2023 Q1	$414K	Hold	4,492	–	–	0.19%	100
2022 Q4	$387K	Hold	4,492	–	–	0.2%	100
2022 Q3	$354K	Hold	4,492	–	–	0.2%	95
2022 Q2	$383K	Hold	4,492	–	–	0.21%	94
2022 Q1	$455K	Hold	4,492	–	–	0.22%	84
2021 Q4	$483K	Sell	4,492 -510	-10%	-$54.2K	0.23%	76
2021 Q3	$509K	Buy	5,002 +38	+0.8%	+$3.98K	0.28%	64
2021 Q2	$514K	Buy	4,964 +737	+17%	+$75.2K	0.29%	64
2021 Q1	$411K	Buy	4,227 +469	+12%	+$45.1K	0.25%	81
2020 Q4	$348K	Hold	3,758	–	–	0.22%	86
2020 Q3	$303K	Sell	3,758 -440	-10%	-$35.3K	0.17%	83
2020 Q2	$314K	Sell	4,198 -357	-8%	-$25.2K	0.18%	79
2020 Q1	$286K	Sell	4,555 -548	-11%	-$41.3K	0.19%	75
2019 Q4	$382K	Sell	5,103 -500	-9%	-$38.9K	0.2%	70
2019 Q3	$425K	Hold	5,603	–	–	0.23%	61
2019 Q2	$421K	Hold	5,603	–	–	0.23%	59
2019 Q1	$416K	Buy	+5,603	New	+$398K	0.12%	130

Other funds holding VT

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Yarbrough Capital Franklin, Tennessee $3.58B AUM 26% 1-Year Est. Return

WJ Interests Sugar Land, Texas $278M AUM 10.13% 1-Year Est. Return

GWM

GoalFusion Wealth Management Austin, Texas $250M AUM 10.76% 1-Year Est. Return

Laurel Oak Wealth Management Marlton, New Jersey $713M AUM 22.47% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

IFS

Intelligent Financial Strategies Excelsior, Minnesota $206M AUM 8.95% 1-Year Est. Return

PAM

PartnerRe Asset Management Greenwich, Connecticut $162M AUM 1.4% 1-Year Est. Return

AA Financial Advisors Columbus, Ohio $840M AUM 11.98% 1-Year Est. Return

Weil Company San Diego, California $580M AUM 14.7% 1-Year Est. Return

Weaver Consulting Group's VT Position: Q3 2026 in Review

Weaver Consulting Group reduced its Vanguard Total World Stock ETF (VT) stake by 0.68% in Q3 2026, selling an estimated $6.03K and leaving 5,584 shares worth $881K. The position accounts for 0.17% of the portfolio, ranked #119.

Weaver Consulting Group first reported a position in VT in Q1 2019 and has held it in 31 quarters since. The position peaked at $882K in Q2 2026. 268 funds tracked by Wall St. Rank hold VT as of Q3 2026.

Weaver Consulting Group held 5,584 shares of Vanguard Total World Stock ETF worth $881K as of Q3 2026.
Weaver Consulting Group sold 38 Vanguard Total World Stock ETF shares in Q3 2026, an estimated $6.03K.
Vanguard Total World Stock ETF made up 0.17% of Weaver Consulting Group's portfolio in Q3 2026, its #119 holding.
Weaver Consulting Group first reported a position in Vanguard Total World Stock ETF in Q1 2019 and has held it in 31 quarters since.
Weaver Consulting Group's Vanguard Total World Stock ETF position peaked at $882K in Q2 2026.
268 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q3 2026.

Based on Weaver Consulting Group's 13F filing for Q3 2026, filed 7 Oct 2026.