Atwood & Palmer’s Vanguard Total World Stock ETF VT Stock Holding History

Atwood & Palmer’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 Q3	$158	Hold	1	–	–	﹤0.01%	482
2026 Q2	$156	Hold	1	–	–	﹤0.01%	481
2026 Q1	$137	Hold	1	–	–	﹤0.01%	519
2025 Q4	$140	Hold	1	–	–	﹤0.01%	474
2025 Q3	$136	Hold	1	–	–	﹤0.01%	476
2025 Q2	$126	Hold	1	–	–	﹤0.01%	503
2025 Q1	$113	Hold	1	–	–	﹤0.01%	432
2024 Q4	$114	Hold	1	–	–	﹤0.01%	461
2024 Q3	$116	Hold	1	–	–	﹤0.01%	465
2024 Q2	$108	Hold	1	–	–	﹤0.01%	430
2024 Q1	$106	Hold	1	–	–	﹤0.01%	408
2023 Q4	$98	Hold	1	–	–	﹤0.01%	396
2023 Q3	$88	Hold	1	–	–	﹤0.01%	408
2023 Q2	$92	Hold	1	–	–	﹤0.01%	392
2023 Q1	$86	Hold	1	–	–	﹤0.01%	366
2022 Q4	$80	Hold	1	–	–	﹤0.01%	386
2022 Q3	$0	Sell	1 -290	-100%	-$25.5K	﹤0.01%	407
2022 Q2	$25K	Buy	+291	New	+$26.9K	﹤0.01%	270

Other funds holding VT

GWM

GoalFusion Wealth Management Austin, Texas $250M AUM 10.76% 1-Year Est. Return

PAM

PartnerRe Asset Management Greenwich, Connecticut $162M AUM 1.4% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return

PPF

Pacific Park Financial Lagina Hills, California $169M AUM 11.63% 1-Year Est. Return

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Financial Symmetry Raleigh, North Carolina $313M AUM 16.11% 1-Year Est. Return

ANBOT

American National Bank of Texas Richardson, Texas $109M AUM 11.13% 1-Year Est. Return

Atwood & Palmer's VT Position: Q3 2026 in Review

Atwood & Palmer held its Vanguard Total World Stock ETF (VT) position steady in Q3 2026 at 1 share worth $158. The position accounts for ﹤0.01% of the portfolio, ranked #482.

Atwood & Palmer first reported a position in VT in Q2 2022 and has held it in 18 quarters since. The position peaked at $25K in Q2 2022. 97 funds tracked by Wall St. Rank hold VT as of Q3 2026.

Atwood & Palmer held 1 share of Vanguard Total World Stock ETF worth $158 as of Q3 2026.
Atwood & Palmer left its Vanguard Total World Stock ETF share count unchanged in Q3 2026.
Vanguard Total World Stock ETF made up ﹤0.01% of Atwood & Palmer's portfolio in Q3 2026, its #482 holding.
Atwood & Palmer first reported a position in Vanguard Total World Stock ETF in Q2 2022 and has held it in 18 quarters since.
Atwood & Palmer's Vanguard Total World Stock ETF position peaked at $25K in Q2 2022.
97 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q3 2026.

Based on Atwood & Palmer's 13F filing for Q3 2026, filed 8 Oct 2026.