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

WMG 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 		$1.68M Buy
+10,702
New +$1.63M 0.63% 25

Other funds holding VT

AWM
Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
ZF
Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return
TAS
TIFF Advisory Services Radnor, Pennsylvania $408M AUM 20.34% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
DWM
Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return
Commonwealth Equity Services
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
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

WMG Financial Advisors opened a new position in Vanguard Total World Stock ETF (VT) in Q2 2026: 10,702 shares worth $1.68M. The stake represents 0.63% of the portfolio and ranks #25 among its holdings.

631 funds tracked by Wall St. Rank hold VT as of Q2 2026.

  • WMG Financial Advisors held 10,702 shares of Vanguard Total World Stock ETF worth $1.68M as of Q2 2026.
  • Vanguard Total World Stock ETF was a new WMG Financial Advisors position in Q2 2026.
  • Vanguard Total World Stock ETF made up 0.63% of WMG Financial Advisors's portfolio in Q2 2026, its #25 holding.
  • 631 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on WMG Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.