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LBMC Investment Advisors’s Vanguard Total World Stock ETF VT Stock Holding History

LBMC Investment 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 		$1.91M Buy
12,172
+14
+0.1% +$2.14K 0.1% 80
2026
Q1 		$1.68M Buy
12,158
+104
+0.9% +$15K 0.1% 80
2025
Q4 		$1.7M Buy
12,054
+511
+4% +$71.4K 0.1% 77
2025
Q3 		$1.59M Sell
11,543
-4,533
-28% -$602K 0.1% 80
2025
Q2 		$2.07M Sell
16,076
-475
-3% -$56.8K 0.15% 60
2025
Q1 		$1.92M Buy
16,551
+383
+2% +$45.8K 0.15% 62
2024
Q4 		$1.9M Sell
16,168
-25
-0.2% -$3K 0.15% 57
2024
Q3 		$1.94M Buy
16,193
+120
+0.7% +$13.8K 0.15% 54
2024
Q2 		$1.81M Buy
16,073
+50
+0.3% +$5.51K 0.16% 56
2024
Q1 		$1.77M Buy
16,023
+398
+3% +$42.1K 0.15% 53
2023
Q4 		$1.61M Buy
15,625
+891
+6% +$85.7K 0.15% 47
2023
Q3 		$1.35M Buy
14,734
+276
+2% +$26.8K 0.14% 48
2023
Q2 		$1.4M Buy
14,458
+148
+1% +$13.9K 0.14% 48
2023
Q1 		$1.32M Buy
14,310
+66
+0.5% +$5.98K 0.13% 48
2022
Q4 		$1.23M Buy
14,244
+97
+0.7% +$8.29K 0.13% 45
2022
Q3 		$1.12M Buy
14,147
+69
+0.5% +$6.06K 0.13% 48
2022
Q2 		$1.2M Buy
14,078
+748
+6% +$69.2K 0.13% 46
2022
Q1 		$1.35M Buy
13,330
+3,278
+33% +$332K 0.12% 49
2021
Q4 		$1.08M Sell
10,052
-56,145
-85% -$5.97M 0.09% 58
2021
Q3 		$1M Buy
66,197
+57,258
+641% +$6M 0.09% 62
2021
Q2 		$926K Buy
8,939
+2,339
+35% +$239K 0.09% 64
2021
Q1 		$642K Buy
6,600
+840
+15% +$80.8K 0.07% 66
2020
Q4 		$533K Sell
5,760
-63
-1% -$5.46K 0.06% 70
2020
Q3 		$470K Buy
5,823
+1
+0% +$80 0.07% 68
2020
Q2 		$435K Sell
5,822
-460
-7% -$32.4K 0.07% 63
2020
Q1 		$394K Buy
6,282
+2,674
+74% +$202K 0.07% 58
2019
Q4 		$292K Sell
3,608
-23
-0.6% -$1.79K 0.04% 77
2019
Q3 		$272K Buy
3,631
+20
+0.6% +$1.49K 0.04% 79
2019
Q2 		$271K Buy
3,611
+27
+0.8% +$2K 0.04% 81
2019
Q1 		$262K Buy
3,584
+4
+0.1% +$284 0.04% 81
2018
Q4 		$234K Buy
3,580
+24
+0.7% +$1.68K 0.04% 79
2018
Q3 		$270K Sell
3,556
-141
-4% -$10.6K 0.04% 85
2018
Q2 		$271K Buy
+3,697
New +$276K 0.04% 85

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

LBMC Investment Advisors's VT Position: Q2 2026 in Review

LBMC Investment Advisors increased its Vanguard Total World Stock ETF (VT) stake by 0.12% in Q2 2026, buying an estimated $2.14K and bringing the position to 12,172 shares worth $1.91M. The position accounts for 0.1% of the portfolio, ranked #80.

LBMC Investment Advisors first reported a position in VT in Q2 2018 and has held it in 33 quarters since. The position peaked at $2.07M in Q2 2025. 1,315 funds tracked by Wall St. Rank hold VT as of Q2 2026.

  • LBMC Investment Advisors held 12,172 shares of Vanguard Total World Stock ETF worth $1.91M as of Q2 2026.
  • LBMC Investment Advisors bought 14 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $2.14K.
  • Vanguard Total World Stock ETF made up 0.1% of LBMC Investment Advisors's portfolio in Q2 2026, its #80 holding.
  • LBMC Investment Advisors first reported a position in Vanguard Total World Stock ETF in Q2 2018 and has held it in 33 quarters since.
  • LBMC Investment Advisors's Vanguard Total World Stock ETF position peaked at $2.07M in Q2 2025.
  • 1,315 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on LBMC Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.