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

Innova 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
Q3 		$612K Buy
3,876
+680
+21% +$108K 0.24% 80
2026
Q2 		$502K Buy
3,196
+718
+29% +$110K 0.21% 86
2026
Q1 		$343K Buy
2,478
+428
+21% +$61.6K 0.16% 111
2025
Q4 		$289K Buy
+2,050
New +$287K 0.15% 109

Other funds holding VT

Rakuten Investment Management
Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return
Angeles Wealth Management
Angeles Wealth Management Santa Monica, California $2.27B AUM 17.57% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return
Sageworth Trust
Sageworth Trust Lancaster, Pennsylvania $2.65B AUM 15.5% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Bernzott Capital Advisors
Bernzott Capital Advisors Camarillo, California $233M AUM 9.08% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
YC
Yarbrough Capital Franklin, Tennessee $3.58B AUM 26% 1-Year Est. Return

Innova Wealth Partners's VT Position: Q3 2026 in Review

Innova Wealth Partners increased its Vanguard Total World Stock ETF (VT) stake by 21% in Q3 2026, buying an estimated $108K and bringing the position to 3,876 shares worth $612K. The position accounts for 0.24% of the portfolio, ranked #80.

Innova Wealth Partners first reported a position in VT in Q4 2025 and has held it in 4 quarters since. 587 funds tracked by Wall St. Rank hold VT as of Q3 2026.

  • Innova Wealth Partners held 3,876 shares of Vanguard Total World Stock ETF worth $612K as of Q3 2026.
  • Innova Wealth Partners bought 680 Vanguard Total World Stock ETF shares in Q3 2026, an estimated $108K.
  • Vanguard Total World Stock ETF made up 0.24% of Innova Wealth Partners's portfolio in Q3 2026, its #80 holding.
  • Innova Wealth Partners first reported a position in Vanguard Total World Stock ETF in Q4 2025 and has held it in 4 quarters since.
  • 587 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q3 2026.

Based on Innova Wealth Partners's 13F filing for Q3 2026, filed 21 Oct 2026.