Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s Vanguard Total World Stock ETF VT Stock Holding History

Wealth Enhancement Advisory Services’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 		$13.7M Buy
86,658
+16,777
+24% +$2.56M 0.02% 556
2026
Q1 		$9.74M Sell
69,881
-20,496
-23% -$2.95M 0.02% 590
2025
Q4 		$13M Buy
90,377
+5,427
+6% +$759K 0.02% 611
2025
Q3 		$11.8M Buy
84,950
+17,181
+25% +$2.28M 0.02% 596
2025
Q2 		$8.8M Buy
67,769
+8,789
+15% +$1.05M 0.01% 682
2025
Q1 		$6.84M Buy
58,980
+7,839
+15% +$938K 0.01% 721
2024
Q4 		$6.01M Buy
51,141
+11,566
+29% +$1.39M 0.01% 737
2024
Q3 		$4.74M Buy
39,575
+4,387
+12% +$505K 0.01% 741
2024
Q2 		$3.96M Buy
35,188
+3,799
+12% +$419K 0.01% 752
2024
Q1 		$3.47M Sell
31,389
-3,435
-10% -$363K 0.01% 769
2023
Q4 		$3.58M Buy
34,824
+3,597
+12% +$346K 0.01% 703
2023
Q3 		$2.91M Buy
31,227
+23,057
+282% +$2.24M 0.01% 729
2023
Q2 		$792K Sell
8,170
-784
-9% -$73.5K 0.01% 295
2023
Q1 		$825K Buy
8,954
+705
+9% +$63.8K 0.01% 331
2022
Q4 		$757K Buy
8,249
+620
+8% +$53K 0.01% 246
2022
Q3 		$612K Buy
7,629
+52
+0.7% +$4.57K 0.01% 265
2022
Q2 		$658K Sell
7,577
-553
-7% -$51.1K 0.01% 267
2022
Q1 		$835K Buy
8,130
+343
+4% +$34.7K 0.01% 250
2021
Q4 		$797K Buy
7,787
+127
+2% +$13.5K 0.01% 234
2021
Q3 		$820K Sell
7,660
-251
-3% -$26.3K 0.01% 228
2021
Q2 		$822K Buy
7,911
+994
+14% +$101K 0.01% 214
2021
Q1 		$688K Buy
6,917
+2,632
+61% +$253K 0.01% 216
2020
Q4 		$404K Buy
4,285
+13
+0.3% +$1.13K 0.01% 199
2020
Q3 		$362K Buy
4,272
+11
+0.3% +$883 0.01% 197
2020
Q2 		$339K Buy
4,261
+1,272
+43% +$89.6K 0.01% 197
2020
Q1 		$205K Sell
2,989
-8,660
-74% -$653K 0.01% 210
2019
Q4 		$943K Sell
11,649
-61
-0.5% -$4.75K 0.03% 174
2019
Q3 		$879K Buy
11,710
+227
+2% +$17K 0.04% 170
2019
Q2 		$876K Sell
11,483
-694
-6% -$51.4K 0.04% 169
2019
Q1 		$921K Sell
12,177
-30,089
-71% -$2.14M 0.05% 147
2018
Q4 		$2.95M Sell
42,266
-1,057
-2% -$74K 0.19% 47
2018
Q3 		$2.97M Sell
43,323
-1,608
-4% -$121K 0.18% 43
2018
Q2 		$3.36M Sell
44,931
-1,416
-3% -$106K 0.21% 41
2018
Q1 		$3.44M Sell
46,347
-754
-2% -$57.1K 0.23% 45
2017
Q4 		$3.65M Sell
47,101
-1,619
-3% -$118K 0.26% 46
2017
Q3 		$3.48M Sell
48,720
-958
-2% -$66.4K 0.29% 46
2017
Q2 		$3.35M Sell
49,678
-1,447
-3% -$96.8K 0.31% 46
2017
Q1 		$3.33M Buy
51,125
+1,405
+3% +$89.9K 0.35% 44
2016
Q4 		$3.03M Sell
49,720
-392
-0.8% -$23.7K 0.37% 43
2016
Q3 		$3.05M Sell
50,112
-2,843
-5% -$171K 0.45% 32
2016
Q2 		$3.08M Buy
52,955
+653
+1% +$37.9K 0.56% 31
2016
Q1 		$3.02M Sell
52,302
-69,085
-57% -$3.77M 0.61% 29
2015
Q4 		$7M Sell
121,387
-13,818
-10% -$810K 1.77% 18
2015
Q3 		$7.48M Buy
135,205
+3,366
+3% +$200K 2.28% 14
2015
Q2 		$8.11M Buy
131,839
+1,120
+0.9% +$70.9K 2.5% 13
2015
Q1 		$8.05M Sell
130,719
-4,158
-3% -$254K 3.09% 11
2014
Q4 		$8.11M Buy
+134,877
New +$8.11M 3.19% 11

Other funds holding VT

FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
TF
Threadgill Financial Spring, Texas $243M AUM 10.69% 1-Year Est. Return
PWM
Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return
FWA
FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return
TCK
Topor & Co Korea Seoul $127M AUM
GWM
GoalFusion Wealth Management Austin, Texas $248M AUM 17.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
AFA
AA Financial Advisors Columbus, Ohio $832M AUM 20.55% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

Wealth Enhancement Advisory Services's VT Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Vanguard Total World Stock ETF (VT) stake by 24% in Q2 2026, buying an estimated $2.56M and bringing the position to 86,658 shares worth $13.7M. The position accounts for 0.02% of the portfolio, ranked #556.

Wealth Enhancement Advisory Services first reported a position in VT in Q4 2014 and has held it in 47 quarters since. 264 funds tracked by Wall St. Rank hold VT as of Q2 2026.

  • Wealth Enhancement Advisory Services held 86,658 shares of Vanguard Total World Stock ETF worth $13.7M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 16,777 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $2.56M.
  • Vanguard Total World Stock ETF made up 0.02% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #556 holding.
  • Wealth Enhancement Advisory Services first reported a position in Vanguard Total World Stock ETF in Q4 2014 and has held it in 47 quarters since.
  • 264 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.