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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
Q2 		$486K Sell
3,098
-85
-3% -$13K 0.03% 82
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 $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

Lutz Financial Services's VT Position: Q2 2026 in Review

Lutz Financial Services reduced its Vanguard Total World Stock ETF (VT) stake by 2.7% in Q2 2026, selling an estimated $13K and leaving 3,098 shares worth $486K. 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 31 quarters since. The position peaked at $764K in Q4 2019. 1,317 funds tracked by Wall St. Rank hold VT as of Q2 2026.

  • Lutz Financial Services held 3,098 shares of Vanguard Total World Stock ETF worth $486K as of Q2 2026.
  • Lutz Financial Services sold 85 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $13K.
  • Vanguard Total World Stock ETF made up 0.03% of Lutz Financial Services's portfolio in Q2 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 31 quarters since.
  • Lutz Financial Services's Vanguard Total World Stock ETF position peaked at $764K in Q4 2019.
  • 1,317 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Lutz Financial Services's 13F filing for Q2 2026, filed 5 Aug 2026.