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 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

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

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return

Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return

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

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

Atwood & Palmer's VT Position: Q2 2026 in Review

Atwood & Palmer held its Vanguard Total World Stock ETF (VT) position steady in Q2 2026 at 1 share worth $156. The position accounts for ﹤0.01% of the portfolio, ranked #481.

Atwood & Palmer first reported a position in VT in Q2 2022 and has held it in 17 quarters since. The position peaked at $25K in Q2 2022. 817 funds tracked by Wall St. Rank hold VT as of Q2 2026.

Atwood & Palmer held 1 share of Vanguard Total World Stock ETF worth $156 as of Q2 2026.
Atwood & Palmer left its Vanguard Total World Stock ETF share count unchanged in Q2 2026.
Vanguard Total World Stock ETF made up ﹤0.01% of Atwood & Palmer's portfolio in Q2 2026, its #481 holding.
Atwood & Palmer first reported a position in Vanguard Total World Stock ETF in Q2 2022 and has held it in 17 quarters since.
Atwood & Palmer's Vanguard Total World Stock ETF position peaked at $25K in Q2 2022.
817 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Atwood & Palmer's 13F filing for Q2 2026, filed 8 Jul 2026.