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Approach Retirement Advisors’s Vanguard Total World Stock ETF VT Stock Holding History

Approach Retirement 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 		$728K Buy
4,638
+111
+2% +$16.9K 0.53% 39
2026
Q1 		$626K Buy
4,527
+126
+3% +$18.1K 0.52% 38
2025
Q4 		$621K Buy
+4,401
New +$615K 0.53% 39

Other funds holding VT

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AWM
Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return
ZF
Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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
BFG
Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Approach Retirement Advisors's VT Position: Q2 2026 in Review

Approach Retirement Advisors increased its Vanguard Total World Stock ETF (VT) stake by 2.5% in Q2 2026, buying an estimated $16.9K and bringing the position to 4,638 shares worth $728K. The position accounts for 0.53% of the portfolio, ranked #39.

Approach Retirement Advisors first reported a position in VT in Q4 2025 and has held it in 3 quarters since. 762 funds tracked by Wall St. Rank hold VT as of Q2 2026.

  • Approach Retirement Advisors held 4,638 shares of Vanguard Total World Stock ETF worth $728K as of Q2 2026.
  • Approach Retirement Advisors bought 111 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $16.9K.
  • Vanguard Total World Stock ETF made up 0.53% of Approach Retirement Advisors's portfolio in Q2 2026, its #39 holding.
  • Approach Retirement Advisors first reported a position in Vanguard Total World Stock ETF in Q4 2025 and has held it in 3 quarters since.
  • 762 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Approach Retirement Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.