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Blom & Howell Financial Planning’s Vanguard Total World Stock ETF VT Stock Holding History

Blom & Howell Financial Planning’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 		$282K Buy
1,794
+142
+9% +$21.7K 0.23% 52
2026
Q1 		$229K Buy
1,652
+3
+0.2% +$431 0.22% 55
2025
Q4 		$233K Buy
+1,649
New +$230K 0.23% 55

Other funds holding VT

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
BT
Brandywine Trust Hockessin, Delaware $621M AUM 15.59% 1-Year Est. Return

Blom & Howell Financial Planning's VT Position: Q2 2026 in Review

Blom & Howell Financial Planning increased its Vanguard Total World Stock ETF (VT) stake by 8.6% in Q2 2026, buying an estimated $21.7K and bringing the position to 1,794 shares worth $282K. The position accounts for 0.23% of the portfolio, ranked #52.

Blom & Howell Financial Planning first reported a position in VT in Q4 2025 and has held it in 3 quarters since. 1,314 funds tracked by Wall St. Rank hold VT as of Q2 2026.

  • Blom & Howell Financial Planning held 1,794 shares of Vanguard Total World Stock ETF worth $282K as of Q2 2026.
  • Blom & Howell Financial Planning bought 142 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $21.7K.
  • Vanguard Total World Stock ETF made up 0.23% of Blom & Howell Financial Planning's portfolio in Q2 2026, its #52 holding.
  • Blom & Howell Financial Planning first reported a position in Vanguard Total World Stock ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,314 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Blom & Howell Financial Planning's 13F filing for Q2 2026, filed 5 Aug 2026.