Phillips Wealth Planners’s Vanguard Total World Stock ETF VT Stock Holding History

Phillips Wealth Planners’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	–	Sell	-6,634	Closed	-$956K	–	225
2025 Q4	$956K	Buy	+6,634	New	+$927K	0.77%	39
2025 Q1	–	Sell	-10,438	Closed	-$1.21M	–	191
2024 Q4	$1.21M	Buy	+10,438	New	+$1.25M	1.21%	17
2024 Q1	–	Sell	-7,300	Closed	-$741K	–	185
2023 Q4	$741K	Buy	+7,300	New	+$702K	0.89%	29

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 Wealth Planners's VT Position: Q1 2026 in Review

Phillips Wealth Planners sold out of Vanguard Total World Stock ETF (VT) in Q1 2026, closing a stake of 6,634 shares — an estimated $956K sold.

Phillips Wealth Planners first reported a position in VT in Q4 2023 and held it in 3 quarters. The position peaked at $1.21M in Q4 2024. 1,229 funds tracked by Wall St. Rank hold VT as of Q1 2026.

Phillips Wealth Planners reported no remaining Vanguard Total World Stock ETF position as of Q1 2026 after selling out during the quarter.
Phillips Wealth Planners sold 6,634 Vanguard Total World Stock ETF shares in Q1 2026, an estimated $956K.
Phillips Wealth Planners first reported a position in Vanguard Total World Stock ETF in Q4 2023 and held it in 3 quarters.
Phillips Wealth Planners's Vanguard Total World Stock ETF position peaked at $1.21M in Q4 2024.
1,229 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2026.

Based on Phillips Wealth Planners's 13F filing for Q1 2026, filed 14 May 2026.