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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
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

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

Waller Financial Planning Group's VT Position: Q2 2026 in Review

Waller Financial Planning Group increased its Vanguard Total World Stock ETF (VT) stake by 2.2% in Q2 2026, buying an estimated $8.24K and bringing the position to 2,531 shares worth $397K. The position accounts for 0.08% of the portfolio, ranked #57.

Waller Financial Planning Group first reported a position in VT in Q4 2018 and has held it in 27 quarters since. The position peaked at $2.04M in Q1 2019. 867 funds tracked by Wall St. Rank hold VT as of Q2 2026.

  • Waller Financial Planning Group held 2,531 shares of Vanguard Total World Stock ETF worth $397K as of Q2 2026.
  • Waller Financial Planning Group bought 54 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $8.24K.
  • Vanguard Total World Stock ETF made up 0.08% of Waller Financial Planning Group's portfolio in Q2 2026, its #57 holding.
  • Waller Financial Planning Group first reported a position in Vanguard Total World Stock ETF in Q4 2018 and has held it in 27 quarters since.
  • Waller Financial Planning Group's Vanguard Total World Stock ETF position peaked at $2.04M in Q1 2019.
  • 867 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Waller Financial Planning Group's 13F filing for Q2 2026, filed 7 Jul 2026.