Financial Planning Fort Collins’s Vanguard Total World Stock ETF VT Stock Holding History

Financial Planning Fort Collins’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	$990K	Buy	6,304 +2	+0%	+$305	0.78%	19
2026 Q1	$947K	Buy	6,302 +72	+1%	+$10.4K	0.74%	20
2025 Q4	$879K	Buy	+6,230	New	+$871K	0.77%	18

Other funds holding VT

Threadgill Financial Spring, Texas $243M AUM 10.69% 1-Year Est. Return

Topor & Co Korea Seoul $127M AUM

GoalFusion Wealth Management Austin, Texas $248M AUM 17.33% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Westmount Partners Los Angeles, California $454M AUM 31.05% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return