Phillips Financial Management’s Vanguard Total World Stock ETF VT Stock Holding History

Phillips Financial Management’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	$58.4K	Hold	422	–	–	﹤0.01%	228
2025 Q4	$59.5K	Hold	422	–	–	﹤0.01%	241
2025 Q3	$58.2K	Hold	422	–	–	﹤0.01%	247
2025 Q2	$54.2K	Hold	422	–	–	﹤0.01%	217
2025 Q1	$48.9K	Sell	422 -252	-37%	-$30.2K	﹤0.01%	215
2024 Q4	$79.2K	Hold	674	–	–	0.01%	201
2024 Q3	$80.7K	Sell	674 -138	-17%	-$15.9K	0.01%	207
2024 Q2	$91.4K	Hold	812	–	–	0.01%	205
2024 Q1	$89.7K	Hold	812	–	–	0.01%	202
2023 Q4	$83.5K	Hold	812	–	–	0.01%	185
2023 Q3	$75.7K	Hold	812	–	–	0.01%	182
2023 Q2	$78.7K	Hold	812	–	–	0.01%	181
2023 Q1	$74.8K	Hold	812	–	–	0.01%	182
2022 Q4	$70K	Hold	812	–	–	0.01%	169
2022 Q3	$64K	Buy	+812	New	+$71.4K	0.01%	165

Other funds holding VT

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Phillips Financial Management's VT Position: Q1 2026 in Review

Phillips Financial Management held its Vanguard Total World Stock ETF (VT) position steady in Q1 2026 at 422 shares worth $58.4K. The position accounts for ﹤0.01% of the portfolio, ranked #228.

Phillips Financial Management first reported a position in VT in Q3 2022 and has held it in 15 quarters since. The position peaked at $91.4K in Q2 2024. 1,229 funds tracked by Wall St. Rank hold VT as of Q1 2026.

Phillips Financial Management held 422 shares of Vanguard Total World Stock ETF worth $58.4K as of Q1 2026.
Phillips Financial Management left its Vanguard Total World Stock ETF share count unchanged in Q1 2026.
Vanguard Total World Stock ETF made up ﹤0.01% of Phillips Financial Management's portfolio in Q1 2026, its #228 holding.
Phillips Financial Management first reported a position in Vanguard Total World Stock ETF in Q3 2022 and has held it in 15 quarters since.
Phillips Financial Management's Vanguard Total World Stock ETF position peaked at $91.4K in Q2 2024.
1,229 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2026.

Based on Phillips Financial Management's 13F filing for Q1 2026, filed 16 Apr 2026.