Avantax Planning Partners’s Vanguard Total World Stock ETF VT Stock Holding History

Avantax Planning Partners’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	$557K	Hold	3,546	–	–	0.01%	274
2026 Q1	$490K	Hold	3,546	–	–	0.01%	281
2025 Q4	$500K	Buy	+3,546	New	+$496K	0.01%	268
2024 Q3	–	Sell	-5,400	Closed	-$608K	–	487
2024 Q2	$608K	Sell	5,400 -8,814	-62%	-$972K	0.02%	261
2024 Q1	$1.57M	Buy	14,214 +128	+0.9%	+$13.5K	0.05%	170
2023 Q4	$1.45M	Hold	14,086	–	–	0.06%	142
2023 Q3	$1.31M	Hold	14,086	–	–	0.05%	143
2023 Q2	$1.37M	Hold	14,086	–	–	0.05%	142
2023 Q1	$1.3M	Hold	14,086	–	–	0.05%	144
2022 Q4	$1.21M	Buy	14,086 +8,686	+161%	+$742K	0.05%	141
2022 Q3	$426K	Hold	5,400	–	–	0.02%	239
2022 Q2	$461K	Hold	5,400	–	–	0.02%	222
2022 Q1	$547K	Hold	5,400	–	–	0.02%	219
2021 Q4	$580K	Sell	5,400 -1,096	-17%	-$116K	0.02%	202
2021 Q3	$661K	Hold	6,496	–	–	0.03%	176
2021 Q2	$673K	Buy	6,496 +1,096	+20%	+$112K	0.03%	170
2021 Q1	$525K	Hold	5,400	–	–	0.03%	182
2020 Q4	$500K	Sell	5,400 -1	-0%	-$87	0.03%	181
2020 Q3	$436K	Sell	5,401 -252	-4%	-$20.2K	0.02%	191
2020 Q2	$423K	Buy	5,653 +253	+5%	+$17.8K	0.02%	190
2020 Q1	$339K	Hold	5,400	–	–	0.02%	189
2019 Q4	$437K	Hold	5,400	–	–	0.03%	188
2019 Q3	$404K	Hold	5,400	–	–	0.02%	198
2019 Q2	$409K	Hold	5,400	–	–	0.03%	195
2019 Q1	$395K	Hold	5,400	–	–	0.03%	195
2018 Q4	$353K	Hold	5,400	–	–	0.03%	175
2018 Q3	$409K	Hold	5,400	–	–	0.03%	156
2018 Q2	$396K	Buy	5,400 +4,628	+599%	+$345K	0.04%	146
2018 Q1	$57K	Buy	+772	New	+$58.5K	﹤0.01%	509

Other funds holding VT

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Brandywine Trust Hockessin, Delaware $621M AUM 15.59% 1-Year Est. Return

Avantax Planning Partners's VT Position: Q2 2026 in Review

Avantax Planning Partners held its Vanguard Total World Stock ETF (VT) position steady in Q2 2026 at 3,546 shares worth $557K. The position accounts for 0.01% of the portfolio, ranked #274.

Avantax Planning Partners first reported a position in VT in Q1 2018 and has held it in 29 quarters since. The position peaked at $1.57M in Q1 2024. 1,315 funds tracked by Wall St. Rank hold VT as of Q2 2026.

Avantax Planning Partners held 3,546 shares of Vanguard Total World Stock ETF worth $557K as of Q2 2026.
Avantax Planning Partners left its Vanguard Total World Stock ETF share count unchanged in Q2 2026.
Vanguard Total World Stock ETF made up 0.01% of Avantax Planning Partners's portfolio in Q2 2026, its #274 holding.
Avantax Planning Partners first reported a position in Vanguard Total World Stock ETF in Q1 2018 and has held it in 29 quarters since.
Avantax Planning Partners's Vanguard Total World Stock ETF position peaked at $1.57M in Q1 2024.
1,315 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.