Waller Financial Planning Group
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Waller Financial Planning Group’s Vanguard Total World Stock ETF VT Stock Holding History

Waller Financial Planning Group’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 		$409K Buy
2,594
+63
+2% +$10K 0.08% 56
2026
Q2 		$397K Buy
2,531
+54
+2% +$8.24K 0.08% 57
2026
Q1 		$343K Buy
2,477
+182
+8% +$26.2K 0.08% 60
2025
Q4 		$324K Sell
2,295
-1
-0% -$140 0.07% 62
2025
Q3 		$316K Buy
2,296
+117
+5% +$15.5K 0.07% 62
2025
Q2 		$280K Buy
2,179
+1
+0% +$120 0.07% 64
2025
Q1 		$252K Buy
2,178
+4
+0.2% +$479 0.07% 65
2024
Q4 		$255K Buy
2,174
+5
+0.2% +$600 0.06% 62
2024
Q3 		$260K Buy
2,169
+2
+0.1% +$230 0.06% 61
2024
Q2 		$244K Buy
2,167
+1
+0% +$110 0.07% 62
2024
Q1 		$239K Buy
2,166
+1
+0% +$106 0.06% 57
2023
Q4 		$223K Buy
2,165
+3
+0.1% +$289 0.06% 58
2023
Q3 		$202K Buy
2,162
+1
+0% +$97 0.06% 55
2023
Q2 		$210K Buy
+2,161
New +$203K 0.06% 55
2022
Q2 		– Sell
-2,621
Closed -$265K – 56
2022
Q1 		$265K Buy
2,621
+12
+0.5% +$1.22K 0.07% 42
2021
Q4 		$280K Sell
2,609
-19
-0.7% -$2.02K 0.07% 42
2021
Q3 		$268K Hold
2,628
– – 0.07% 45
2021
Q2 		$272K Sell
2,628
-3,714
-59% -$379K 0.07% 44
2021
Q1 		$617K Sell
6,342
-393
-6% -$37.8K 0.18% 36
2020
Q4 		$623K Buy
6,735
+455
+7% +$39.5K 0.19% 36
2020
Q3 		$506K Buy
6,280
+8
+0.1% +$642 0.19% 37
2020
Q2 		$469K Buy
6,272
+38
+0.6% +$2.68K 0.18% 37
2020
Q1 		$391K Sell
6,234
-18,182
-74% -$1.37M 0.2% 35
2019
Q4 		$1.98M Buy
24,416
+1,431
+6% +$111K 0.99% 19
2019
Q3 		$1.77M Sell
22,985
-2,695
-10% -$201K 0.94% 21
2019
Q2 		$1.95M Sell
25,680
-1,382
-5% -$102K 1.09% 19
2019
Q1 		$2.04M Sell
27,062
-806
-3% -$57.2K 1.18% 19
2018
Q4 		$1.82M Buy
+27,868
New +$1.95M 1.26% 19

Other funds holding VT

Rakuten Investment Management
Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Mass General Brigham
Mass General Brigham Somerville, Massachusetts $456M AUM 27.51% 1-Year Est. Return
Angeles Wealth Management
Angeles Wealth Management Santa Monica, California $2.27B AUM 17.57% 1-Year Est. Return
SCS Capital Management
SCS Capital Management Boston, Massachusetts $11.2B AUM 12.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

Waller Financial Planning Group's VT Position: Q3 2026 in Review

Waller Financial Planning Group increased its Vanguard Total World Stock ETF (VT) stake by 2.5% in Q3 2026, buying an estimated $10K and bringing the position to 2,594 shares worth $409K. The position accounts for 0.08% of the portfolio, ranked #56.

Waller Financial Planning Group first reported a position in VT in Q4 2018 and has held it in 28 quarters since. The position peaked at $2.04M in Q1 2019. 1,027 funds tracked by Wall St. Rank hold VT as of Q3 2026.

  • Waller Financial Planning Group held 2,594 shares of Vanguard Total World Stock ETF worth $409K as of Q3 2026.
  • Waller Financial Planning Group bought 63 Vanguard Total World Stock ETF shares in Q3 2026, an estimated $10K.
  • Vanguard Total World Stock ETF made up 0.08% of Waller Financial Planning Group's portfolio in Q3 2026, its #56 holding.
  • Waller Financial Planning Group first reported a position in Vanguard Total World Stock ETF in Q4 2018 and has held it in 28 quarters since.
  • Waller Financial Planning Group's Vanguard Total World Stock ETF position peaked at $2.04M in Q1 2019.
  • 1,027 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q3 2026.

Based on Waller Financial Planning Group's 13F filing for Q3 2026, filed 7 Oct 2026.