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 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

AWM

Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

3AM

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

BCA

Bernzott Capital Advisors Camarillo, California $250M AUM 26.89% 1-Year Est. Return

Threadgill Financial Spring, Texas $243M AUM 10.69% 1-Year Est. Return

PWM

Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return

Welch Group's VT Position: Q2 2026 in Review

Welch Group increased its Vanguard Total World Stock ETF (VT) stake by 0.12% in Q2 2026, buying an estimated $305 and bringing the position to 1,662 shares worth $261K. The position accounts for 0.01% of the portfolio, ranked #268.

Welch Group first reported a position in VT in Q2 2025 and has held it in 5 quarters since. 560 funds tracked by Wall St. Rank hold VT as of Q2 2026.

Welch Group held 1,662 shares of Vanguard Total World Stock ETF worth $261K as of Q2 2026.
Welch Group bought 2 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $305.
Vanguard Total World Stock ETF made up 0.01% of Welch Group's portfolio in Q2 2026, its #268 holding.
Welch Group first reported a position in Vanguard Total World Stock ETF in Q2 2025 and has held it in 5 quarters since.
560 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Welch Group's 13F filing for Q2 2026, filed 23 Jul 2026.