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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Vanguard Total World Stock ETF VT Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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 		$85.6K Buy
545
+301
+123% +$45.9K 0.02% 266
2026
Q1 		$33.8K Buy
244
+1
+0.4% +$144 0.01% 332
2025
Q4 		$34.4K Buy
243
+2
+0.8% +$280 0.01% 347
2025
Q3 		$33.3K Hold
241
– – 0.01% 326
2025
Q2 		$31K Buy
+241
New +$28.8K 0.01% 311

Other funds holding VT

Envestnet Asset Management
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return
ZF
Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
HighTower Advisors
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

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s VT Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. increased its Vanguard Total World Stock ETF (VT) stake by 123% in Q2 2026, buying an estimated $45.9K and bringing the position to 545 shares worth $85.6K. The position accounts for 0.02% of the portfolio, ranked #266.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in VT in Q2 2025 and has held it in 5 quarters since. 867 funds tracked by Wall St. Rank hold VT as of Q2 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 545 shares of Vanguard Total World Stock ETF worth $85.6K as of Q2 2026.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. bought 301 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $45.9K.
  • Vanguard Total World Stock ETF made up 0.02% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #266 holding.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Vanguard Total World Stock ETF in Q2 2025 and has held it in 5 quarters since.
  • 867 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.