Barlow Wealth Partners’s Vanguard Total World Stock ETF VT Stock Holding History

Barlow Wealth 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	$1.02M	Hold	6,525	–	–	0.11%	62
2026 Q1	$984K	Hold	6,525	–	–	0.11%	58
2025 Q4	$944K	Hold	6,525	–	–	0.1%	60
2025 Q3	$904K	Hold	6,525	–	–	0.1%	62
2025 Q2	$843K	Hold	6,525	–	–	0.1%	62
2025 Q1	$756K	Hold	6,525	–	–	0.1%	64
2024 Q4	$772K	Hold	6,525	–	–	0.1%	67
2024 Q3	$775K	Hold	6,525	–	–	0.1%	73
2024 Q2	$735K	Hold	6,525	–	–	0.1%	74
2024 Q1	$702K	Hold	6,525	–	–	0.1%	75
2023 Q4	$671K	Buy	+6,525	New	+$628K	0.1%	76

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

Zhang Financial Portage, Michigan $3.42B AUM 23.04% 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

Barlow Wealth Partners's VT Position: Q2 2026 in Review

Barlow Wealth Partners held its Vanguard Total World Stock ETF (VT) position steady in Q2 2026 at 6,525 shares worth $1.02M. The position accounts for 0.11% of the portfolio, ranked #62.

Barlow Wealth Partners first reported a position in VT in Q4 2023 and has held it in 11 quarters since. 631 funds tracked by Wall St. Rank hold VT as of Q2 2026.

Barlow Wealth Partners held 6,525 shares of Vanguard Total World Stock ETF worth $1.02M as of Q2 2026.
Barlow Wealth Partners left its Vanguard Total World Stock ETF share count unchanged in Q2 2026.
Vanguard Total World Stock ETF made up 0.11% of Barlow Wealth Partners's portfolio in Q2 2026, its #62 holding.
Barlow Wealth Partners first reported a position in Vanguard Total World Stock ETF in Q4 2023 and has held it in 11 quarters since.
631 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Barlow Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.