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Lutz Financial Services’s Vanguard Total World Stock ETF VT Stock Holding History

Lutz Financial Services’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
Q1 		$440K Buy
3,183
+195
+7% +$28K 0.03% 82
2025
Q4 		$421K Sell
2,988
-94
-3% -$13.1K 0.03% 84
2025
Q3 		$425K Sell
3,082
-84
-3% -$11.2K 0.03% 77
2025
Q2 		$407K Sell
3,166
-149
-4% -$17.8K 0.03% 75
2025
Q1 		$384K Sell
3,315
-133
-4% -$15.9K 0.03% 74
2024
Q4 		$405K Sell
3,448
-168
-5% -$20.2K 0.03% 73
2024
Q3 		$433K Sell
3,616
-118
-3% -$13.6K 0.04% 71
2024
Q2 		$421K Sell
3,734
-93
-2% -$10.3K 0.04% 71
2024
Q1 		$423K Sell
3,827
-183
-5% -$19.4K 0.04% 71
2023
Q4 		$413K Sell
4,010
-329
-8% -$31.7K 0.04% 70
2023
Q3 		$404K Sell
4,339
-302
-7% -$29.3K 0.04% 65
2023
Q2 		$450K Sell
4,641
-600
-11% -$56.2K 0.05% 63
2023
Q1 		$483K Sell
5,241
-423
-7% -$38.3K 0.06% 62
2022
Q4 		$488K Sell
5,664
-343
-6% -$29.3K 0.06% 64
2022
Q3 		$474K Buy
6,007
+594
+11% +$52.2K 0.06% 60
2022
Q2 		$462K Sell
5,413
-1,132
-17% -$105K 0.06% 58
2022
Q1 		$663K Buy
6,545
+1,224
+23% +$124K 0.08% 51
2021
Q4 		$572K Sell
5,321
-230
-4% -$24.4K 0.07% 55
2021
Q3 		$565K Buy
5,551
+103
+2% +$10.8K 0.07% 55
2021
Q2 		$564K Buy
5,448
+106
+2% +$10.8K 0.08% 54
2021
Q1 		$520K Sell
5,342
-205
-4% -$19.7K 0.08% 50
2020
Q4 		$514K Buy
5,547
+98
+2% +$8.5K 0.08% 50
2020
Q3 		$439K Sell
5,449
-887
-14% -$71.2K 0.08% 52
2020
Q2 		$474K Sell
6,336
-5,549
-47% -$391K 0.1% 49
2020
Q1 		$746K Buy
11,885
+2,451
+26% +$185K 0.17% 48
2019
Q4 		$764K Sell
9,434
-13
-0.1% -$1.01K 0.14% 49
2019
Q3 		$707K Buy
9,447
+3
+0% +$224 0.14% 50
2019
Q2 		$710K Buy
9,444
+41
+0.4% +$3.04K 0.14% 49
2019
Q1 		$688K Sell
9,403
-131
-1% -$9.3K 0.14% 44
2018
Q4 		$624K Buy
+9,534
New +$667K 0.14% 48

Other funds holding VT

RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lutz Financial Services's VT Position: Q1 2026 in Review

Lutz Financial Services increased its Vanguard Total World Stock ETF (VT) stake by 6.5% in Q1 2026, buying an estimated $28K and bringing the position to 3,183 shares worth $440K. The position accounts for 0.03% of the portfolio, ranked #82.

Lutz Financial Services first reported a position in VT in Q4 2018 and has held it in 30 quarters since. The position peaked at $764K in Q4 2019. 1,229 funds tracked by Wall St. Rank hold VT as of Q1 2026.

  • Lutz Financial Services held 3,183 shares of Vanguard Total World Stock ETF worth $440K as of Q1 2026.
  • Lutz Financial Services bought 195 Vanguard Total World Stock ETF shares in Q1 2026, an estimated $28K.
  • Vanguard Total World Stock ETF made up 0.03% of Lutz Financial Services's portfolio in Q1 2026, its #82 holding.
  • Lutz Financial Services first reported a position in Vanguard Total World Stock ETF in Q4 2018 and has held it in 30 quarters since.
  • Lutz Financial Services's Vanguard Total World Stock ETF position peaked at $764K in Q4 2019.
  • 1,229 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2026.

Based on Lutz Financial Services's 13F filing for Q1 2026, filed 4 May 2026.