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West Financial Advisors’s Vanguard Total World Stock ETF VT Stock Holding History

West Financial Advisors’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 		$398K Sell
2,535
-254
-9% -$38.8K 0.06% 49
2026
Q1 		$386K Buy
2,789
+169
+6% +$24.3K 0.07% 48
2025
Q4 		$370K Buy
+2,620
New +$366K 0.06% 49
2021
Q1 		– Sell
-114
Closed -$11K – 161
2020
Q4 		$11K Buy
+114
New +$9.89K ﹤0.01% 120

Other funds holding VT

SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
BCA
Bernzott Capital Advisors Camarillo, California $250M AUM 26.89% 1-Year Est. Return
TF
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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
FWA
FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
TCK
Topor & Co Korea Seoul $127M AUM
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

West Financial Advisors's VT Position: Q2 2026 in Review

West Financial Advisors reduced its Vanguard Total World Stock ETF (VT) stake by 9.1% in Q2 2026, selling an estimated $38.8K and leaving 2,535 shares worth $398K. The position accounts for 0.06% of the portfolio, ranked #49.

West Financial Advisors first reported a position in VT in Q4 2020 and has held it in 4 quarters since. 347 funds tracked by Wall St. Rank hold VT as of Q2 2026.

  • West Financial Advisors held 2,535 shares of Vanguard Total World Stock ETF worth $398K as of Q2 2026.
  • West Financial Advisors sold 254 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $38.8K.
  • Vanguard Total World Stock ETF made up 0.06% of West Financial Advisors's portfolio in Q2 2026, its #49 holding.
  • West Financial Advisors first reported a position in Vanguard Total World Stock ETF in Q4 2020 and has held it in 4 quarters since.
  • 347 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on West Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.