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Plante Moran Financial Advisors’s Vanguard Total World Stock ETF VT Stock Holding History

Plante Moran Financial Advisors’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 		$206K Hold
1,311
– – 0.01% 162
2026
Q1 		$181K Sell
1,311
-101
-7% -$14.5K 0.01% 174
2025
Q4 		$199K Sell
1,412
-80
-5% -$11.2K 0.01% 170
2025
Q3 		$206K Hold
1,492
– – 0.01% 166
2025
Q2 		$192K Buy
1,492
+27
+2% +$3.23K 0.01% 163
2025
Q1 		$170K Sell
1,465
-1,172
-44% -$140K 0.01% 187
2024
Q4 		$310K Buy
2,637
+31
+1% +$3.72K 0.03% 124
2024
Q3 		$312K Buy
2,606
+73
+3% +$8.39K 0.03% 127
2024
Q2 		$285K Buy
2,533
+313
+14% +$34.5K 0.03% 135
2024
Q1 		$245K Buy
2,220
+3
+0.1% +$317 0.03% 154
2023
Q4 		$228K Buy
2,217
+710
+47% +$68.3K 0.02% 150
2023
Q3 		$140K Buy
1,507
+32
+2% +$3.11K 0.02% 193
2023
Q2 		$143K Sell
1,475
-84
-5% -$7.88K 0.02% 196
2023
Q1 		$144K Buy
1,559
+84
+6% +$7.61K 0.02% 183
2022
Q4 		$127K Sell
1,475
-78
-5% -$6.66K 0.02% 203
2022
Q3 		$123K Buy
1,553
+133
+9% +$11.7K 0.02% 187
2022
Q2 		$121K Buy
1,420
+1
+0.1% +$92 0.02% 199
2022
Q1 		$144K Sell
1,419
-9
-0.6% -$912 0.03% 194
2021
Q4 		$153K Buy
1,428
+1,321
+1,235% +$140K 0.03% 205
2021
Q3 		$11K Buy
107
+47
+78% +$4.93K ﹤0.01% 681
2021
Q2 		$6K Buy
+60
New +$6.12K ﹤0.01% 769

Other funds holding VT

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AWM
Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return
ZF
Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
TAS
TIFF Advisory Services Radnor, Pennsylvania $408M AUM 20.34% 1-Year Est. Return

Plante Moran Financial Advisors's VT Position: Q2 2026 in Review

Plante Moran Financial Advisors held its Vanguard Total World Stock ETF (VT) position steady in Q2 2026 at 1,311 shares worth $206K. The position accounts for 0.01% of the portfolio, ranked #162.

Plante Moran Financial Advisors first reported a position in VT in Q2 2021 and has held it in 21 quarters since. The position peaked at $312K in Q3 2024. 867 funds tracked by Wall St. Rank hold VT as of Q2 2026.

  • Plante Moran Financial Advisors held 1,311 shares of Vanguard Total World Stock ETF worth $206K as of Q2 2026.
  • Plante Moran Financial Advisors left its Vanguard Total World Stock ETF share count unchanged in Q2 2026.
  • Vanguard Total World Stock ETF made up 0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #162 holding.
  • Plante Moran Financial Advisors first reported a position in Vanguard Total World Stock ETF in Q2 2021 and has held it in 21 quarters since.
  • Plante Moran Financial Advisors's Vanguard Total World Stock ETF position peaked at $312K in Q3 2024.
  • 867 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.