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 Q3	$65K	Sell	412 -10	-2%	-$1.59K	0.01%	233
2026 Q2	$66.2K	Hold	422	–	–	﹤0.01%	237
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

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Yarbrough Capital Franklin, Tennessee $3.58B AUM 26% 1-Year Est. Return

Prentice Wealth Management Rochester, New York $493M AUM 7.72% 1-Year Est. Return

WJ Interests Sugar Land, Texas $278M AUM 10.13% 1-Year Est. Return

GoalFusion Wealth Management Austin, Texas $250M AUM 10.76% 1-Year Est. Return

Laurel Oak Wealth Management Marlton, New Jersey $713M AUM 22.47% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

IFS

Intelligent Financial Strategies Excelsior, Minnesota $206M AUM 8.95% 1-Year Est. Return

PartnerRe Asset Management Greenwich, Connecticut $162M AUM 1.4% 1-Year Est. Return

AA Financial Advisors Columbus, Ohio $840M AUM 11.98% 1-Year Est. Return

Phillips Financial Management's VT Position: Q3 2026 in Review

Phillips Financial Management reduced its Vanguard Total World Stock ETF (VT) stake by 2.4% in Q3 2026, selling an estimated $1.59K and leaving 412 shares worth $65K. The position accounts for 0.01% of the portfolio, ranked #233.

Phillips Financial Management first reported a position in VT in Q3 2022 and has held it in 17 quarters since. The position peaked at $91.4K in Q2 2024. 344 funds tracked by Wall St. Rank hold VT as of Q3 2026.

Phillips Financial Management held 412 shares of Vanguard Total World Stock ETF worth $65K as of Q3 2026.
Phillips Financial Management sold 10 Vanguard Total World Stock ETF shares in Q3 2026, an estimated $1.59K.
Vanguard Total World Stock ETF made up 0.01% of Phillips Financial Management's portfolio in Q3 2026, its #233 holding.
Phillips Financial Management first reported a position in Vanguard Total World Stock ETF in Q3 2022 and has held it in 17 quarters since.
Phillips Financial Management's Vanguard Total World Stock ETF position peaked at $91.4K in Q2 2024.
344 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q3 2026.

Based on Phillips Financial Management's 13F filing for Q3 2026, filed 19 Oct 2026.