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 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

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Brandywine Trust Hockessin, Delaware $621M AUM 15.59% 1-Year Est. Return

Phillips Financial Management's VT Position: Q2 2026 in Review

Phillips Financial Management held its Vanguard Total World Stock ETF (VT) position steady in Q2 2026 at 422 shares worth $66.2K. The position accounts for ﹤0.01% of the portfolio, ranked #237.

Phillips Financial Management first reported a position in VT in Q3 2022 and has held it in 16 quarters since. The position peaked at $91.4K in Q2 2024. 1,317 funds tracked by Wall St. Rank hold VT as of Q2 2026.

Phillips Financial Management held 422 shares of Vanguard Total World Stock ETF worth $66.2K as of Q2 2026.
Phillips Financial Management left its Vanguard Total World Stock ETF share count unchanged in Q2 2026.
Vanguard Total World Stock ETF made up ﹤0.01% of Phillips Financial Management's portfolio in Q2 2026, its #237 holding.
Phillips Financial Management first reported a position in Vanguard Total World Stock ETF in Q3 2022 and has held it in 16 quarters since.
Phillips Financial Management's Vanguard Total World Stock ETF position peaked at $91.4K in Q2 2024.
1,317 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Phillips Financial Management's 13F filing for Q2 2026, filed 3 Aug 2026.