Welch Group
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Welch Group’s Vanguard Total World Stock ETF VT Stock Holding History

Welch 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 		$264K Buy
1,670
+8
+0.5% +$1.27K 0.01% 277
2026
Q2 		$261K Buy
1,662
+2
+0.1% +$305 0.01% 268
2026
Q1 		$230K Buy
1,660
+2
+0.1% +$288 0.01% 276
2025
Q4 		$234K Buy
1,658
+54
+3% +$7.55K 0.01% 276
2025
Q3 		$221K Buy
1,604
+2
+0.1% +$266 0.01% 273
2025
Q2 		$206K Buy
+1,602
New +$192K 0.01% 263

Other funds holding VT

Rakuten Investment Management
Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return
Mass General Brigham
Mass General Brigham Somerville, Massachusetts $456M AUM 27.51% 1-Year Est. Return
Angeles Wealth Management
Angeles Wealth Management Santa Monica, California $2.27B AUM 17.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 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 15.53% 1-Year Est. Return
AA
Alta Advisers London, United Kingdom $675M AUM 36.05% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Welch Group's VT Position: Q3 2026 in Review

Welch Group increased its Vanguard Total World Stock ETF (VT) stake by 0.48% in Q3 2026, buying an estimated $1.27K and bringing the position to 1,670 shares worth $264K. The position accounts for 0.01% of the portfolio, ranked #277.

Welch Group first reported a position in VT in Q2 2025 and has held it in 6 quarters since. 832 funds tracked by Wall St. Rank hold VT as of Q3 2026.

  • Welch Group held 1,670 shares of Vanguard Total World Stock ETF worth $264K as of Q3 2026.
  • Welch Group bought 8 Vanguard Total World Stock ETF shares in Q3 2026, an estimated $1.27K.
  • Vanguard Total World Stock ETF made up 0.01% of Welch Group's portfolio in Q3 2026, its #277 holding.
  • Welch Group first reported a position in Vanguard Total World Stock ETF in Q2 2025 and has held it in 6 quarters since.
  • 832 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q3 2026.

Based on Welch Group's 13F filing for Q3 2026, filed 29 Oct 2026.