Zhang Financial’s Vanguard Total World Stock ETF VT Stock Holding History

Zhang Financial’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	$116M	Buy	739,897 +16,024	+2%	+$2.44M	3.39%	8
2026 Q1	$100M	Buy	723,873 +6,895	+1%	+$992K	3.46%	8
2025 Q4	$101M	Buy	716,978 +4,358	+0.6%	+$609K	3.77%	8
2025 Q3	$98.2M	Buy	712,620 +18,086	+3%	+$2.4M	3.99%	7
2025 Q2	$89.3M	Buy	694,534 +76,595	+12%	+$9.16M	4.12%	7
2025 Q1	$71.7M	Buy	617,939 +24,767	+4%	+$2.96M	3.79%	7
2024 Q4	$69.7M	Buy	593,172 +49,147	+9%	+$5.9M	3.99%	7
2024 Q3	$65.1M	Buy	544,025 +15,404	+3%	+$1.77M	4.11%	7
2024 Q2	$59.5M	Buy	528,621 +20,013	+4%	+$2.21M	4.16%	7
2024 Q1	$56.2M	Buy	508,608 +25,996	+5%	+$2.75M	4.16%	7
2023 Q4	$49.7M	Buy	482,612 +37,119	+8%	+$3.57M	4.26%	6
2023 Q3	$41.6M	Buy	445,493 +12,350	+3%	+$1.2M	4.21%	6
2023 Q2	$42M	Buy	433,143 +6,686	+2%	+$627K	4.31%	6
2023 Q1	$39.3M	Buy	426,457 +28,748	+7%	+$2.6M	4.49%	5
2022 Q4	$34.3M	Sell	397,709 -4,140	-1%	-$354K	4.37%	5
2022 Q3	$31.7M	Buy	401,849 +75,503	+23%	+$6.63M	4.78%	4
2022 Q2	$27.9M	Buy	326,346 +110,536	+51%	+$10.2M	4.47%	5
2022 Q1	$21.9M	Buy	215,810 +70,191	+48%	+$7.11M	3.69%	6
2021 Q4	$15.6M	Buy	145,619 +28,473	+24%	+$3.03M	2.77%	10
2021 Q3	$11.9M	Buy	117,146 +533	+0.5%	+$55.9K	2.76%	8
2021 Q2	$12.1M	Buy	116,613 +1,331	+1%	+$136K	2.96%	8
2021 Q1	$11.2M	Buy	115,282 +1,018	+0.9%	+$97.9K	3.02%	8
2020 Q4	$10.6M	Sell	114,264 -1,085	-0.9%	-$94.1K	3.26%	8
2020 Q3	$9.33M	Sell	115,349 -1,780	-2%	-$143K	3.36%	8
2020 Q2	$8.79M	Sell	117,129 -1,811	-2%	-$128K	3.39%	8
2020 Q1	$7.52M	Buy	118,940 +23,150	+24%	+$1.74M	3.33%	8
2019 Q4	$7.77M	Sell	95,790 -5,166	-5%	-$402K	2.96%	8
2019 Q3	$7.56M	Sell	100,956 -1,455	-1%	-$109K	3.19%	8
2019 Q2	$7.7M	Sell	102,411 -2,167	-2%	-$161K	3.22%	8
2019 Q1	$7.65M	Buy	104,578 +2,021	+2%	+$143K	3.29%	8
2018 Q4	$6.71M	Buy	102,557 +11,970	+13%	+$838K	3.24%	8
2018 Q3	$6.89M	Sell	90,587 -1,258	-1%	-$94.7K	3.29%	8
2018 Q2	$6.72M	Sell	91,845 -1,821	-2%	-$136K	3.42%	7
2018 Q1	$6.77M	Sell	93,666 -3,312	-3%	-$251K	3.54%	7
2017 Q4	$7.4M	Sell	96,978 -4,987	-5%	-$362K	3.61%	7
2017 Q3	$7.26M	Sell	101,965 -1,802	-2%	-$125K	3.69%	7
2017 Q2	$7.01M	Buy	103,767 +6,340	+7%	+$424K	3.72%	7
2017 Q1	$7.39M	Sell	97,427 -8,363	-8%	-$535K	3.68%	7
2016 Q4	$6.59M	Sell	105,790 -703	-0.7%	-$42.5K	3.58%	7
2016 Q3	$6.48M	Sell	106,493 -751	-0.7%	-$45.3K	3.56%	7
2016 Q2	$6.23M	Sell	107,244 -2,993	-3%	-$174K	3.42%	7
2016 Q1	$6.36M	Buy	110,237 +17,508	+19%	+$954K	3.59%	7
2015 Q4	$5.34M	Sell	92,729 -983	-1%	-$57.6K	3.2%	7
2015 Q3	$5.18M	Buy	93,712 +80,621	+616%	+$4.79M	3.3%	6
2015 Q2	$805K	Hold	13,091	–	–	0.52%	30
2015 Q1	$806K	Buy	13,091 +592	+5%	+$36.1K	0.5%	32
2014 Q4	$751K	Buy	12,499 +7,925	+173%	+$476K	0.49%	31
2014 Q3	$276K	Buy	4,574 +913	+25%	+$56.6K	0.19%	52
2014 Q2	$228K	Hold	3,661	–	–	0.15%	57
2014 Q1	$218K	Buy	+3,661	New	+$215K	0.16%	54

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

TAS

TIFF Advisory Services Radnor, Pennsylvania $408M AUM 20.34% 1-Year Est. Return

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 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

Zhang Financial's VT Position: Q2 2026 in Review

Zhang Financial increased its Vanguard Total World Stock ETF (VT) stake by 2.2% in Q2 2026, buying an estimated $2.44M and bringing the position to 739,897 shares worth $116M. The position accounts for 3.39% of the portfolio, ranked #8.

Zhang Financial first reported a position in VT in Q1 2014 and has held it in 50 quarters since. 631 funds tracked by Wall St. Rank hold VT as of Q2 2026.

Zhang Financial held 739,897 shares of Vanguard Total World Stock ETF worth $116M as of Q2 2026.
Zhang Financial bought 16,024 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $2.44M.
Vanguard Total World Stock ETF made up 3.39% of Zhang Financial's portfolio in Q2 2026, its #8 holding.
Zhang Financial first reported a position in Vanguard Total World Stock ETF in Q1 2014 and has held it in 50 quarters since.
631 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Zhang Financial's 13F filing for Q2 2026, filed 30 Jul 2026.