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Lantern Wealth Advisors’s Vanguard Total World Stock ETF VT Stock Holding History

Lantern Wealth Advisors’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 		$1.44M Sell
9,148
-29
-0.3% -$4.42K 0.66% 40
2026
Q1 		$1.27M Buy
9,177
+3,758
+69% +$541K 0.65% 44
2025
Q4 		$765K Buy
5,419
+1,321
+32% +$185K 0.41% 64
2025
Q3 		$565K Buy
4,098
+137
+3% +$18.2K 0.3% 83
2025
Q2 		$509K Buy
+3,961
New +$474K 0.3% 80
2024
Q4 		$603K Buy
5,130
+38
+0.7% +$4.56K 0.39% 65
2024
Q3 		$610K Buy
5,092
+18
+0.4% +$2.07K 0.42% 59
2024
Q2 		$572K Buy
5,074
+25
+0.5% +$2.76K 0.41% 58
2024
Q1 		$558K Buy
+5,049
New +$534K 0.39% 66

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
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
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
ST
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
BFG
Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Lantern Wealth Advisors's VT Position: Q2 2026 in Review

Lantern Wealth Advisors reduced its Vanguard Total World Stock ETF (VT) stake by 0.32% in Q2 2026, selling an estimated $4.42K and leaving 9,148 shares worth $1.44M. The position accounts for 0.66% of the portfolio, ranked #40.

Lantern Wealth Advisors first reported a position in VT in Q1 2024 and has held it in 9 quarters since. 762 funds tracked by Wall St. Rank hold VT as of Q2 2026.

  • Lantern Wealth Advisors held 9,148 shares of Vanguard Total World Stock ETF worth $1.44M as of Q2 2026.
  • Lantern Wealth Advisors sold 29 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $4.42K.
  • Vanguard Total World Stock ETF made up 0.66% of Lantern Wealth Advisors's portfolio in Q2 2026, its #40 holding.
  • Lantern Wealth Advisors first reported a position in Vanguard Total World Stock ETF in Q1 2024 and has held it in 9 quarters since.
  • 762 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Lantern Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.