Wealthcare Advisory Partners
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Wealthcare Advisory Partners’s Vanguard Total World Stock ETF VT Stock Holding History

Wealthcare Advisory Partners’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 		$4.15M Sell
26,297
-230
-0.9% -$36.5K 0.07% 232
2026
Q2 		$4.16M Buy
26,527
+1,336
+5% +$204K 0.08% 203
2026
Q1 		$3.48M Buy
25,191
+286
+1% +$41.1K 0.07% 246
2025
Q4 		$3.51M Sell
24,905
-9,955
-29% -$1.39M 0.07% 235
2025
Q3 		$4.8M Buy
34,860
+780
+2% +$104K 0.1% 175
2025
Q2 		$4.38M Buy
34,080
+2,404
+8% +$288K 0.1% 169
2025
Q1 		$3.67M Sell
31,676
-1,076
-3% -$129K 0.1% 180
2024
Q4 		$3.85M Sell
32,752
-619
-2% -$74.3K 0.11% 164
2024
Q3 		$3.99M Sell
33,371
-810
-2% -$93.1K 0.11% 159
2024
Q2 		$3.85M Buy
34,181
+514
+2% +$56.7K 0.12% 141
2024
Q1 		$3.72M Sell
33,667
-28,281
-46% -$2.99M 0.12% 139
2023
Q4 		$6.37M Buy
61,948
+10,209
+20% +$982K 0.25% 72
2023
Q3 		$4.82M Buy
51,739
+5,362
+12% +$521K 0.22% 85
2023
Q2 		$4.5M Sell
46,377
-2,014
-4% -$189K 0.2% 92
2023
Q1 		$4.46M Buy
48,391
+14,961
+45% +$1.35M 0.19% 92
2022
Q4 		$2.88M Buy
33,430
+29,222
+694% +$2.5M 0.14% 124
2022
Q3 		$332K Buy
+4,208
New +$370K 0.02% 460
2021
Q2 		– Sell
-1,168
Closed -$114K – 1848
2021
Q1 		$114K Buy
+1,168
New +$112K 0.01% 634
2020
Q2 		– Sell
-1,300
Closed -$82K – 1338
2020
Q1 		$82K Sell
1,300
-279
-18% -$21K 0.01% 411
2019
Q4 		$128K Buy
1,579
+3
+0.2% +$233 0.02% 358
2019
Q3 		$118K Buy
1,576
+1,209
+329% +$90.3K 0.02% 348
2019
Q2 		$28K Buy
367
+57
+18% +$4.22K ﹤0.01% 643
2019
Q1 		$23K Hold
310
– – ﹤0.01% 628
2018
Q4 		$20K Hold
310
– – ﹤0.01% 628
2018
Q3 		$24K Hold
310
– – ﹤0.01% 628
2018
Q2 		$23K Buy
310
+72
+30% +$5.37K ﹤0.01% 643
2018
Q1 		$18K Buy
+238
New +$18K ﹤0.01% 614

Other funds holding VT

SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
YC
Yarbrough Capital Franklin, Tennessee $3.58B AUM 26% 1-Year Est. Return
BIP Wealth
BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return
Prentice Wealth Management
Prentice Wealth Management Rochester, New York $493M AUM 7.72% 1-Year Est. Return
WJ Interests
WJ Interests Sugar Land, Texas $278M AUM 10.13% 1-Year Est. Return
Topor & Co Korea
Topor & Co Korea Seoul $127M AUM 13.22% 1-Year Est. Return
GoalFusion Wealth Management
GoalFusion Wealth Management Austin, Texas $250M AUM 10.76% 1-Year Est. Return
Laurel Oak Wealth Management
Laurel Oak Wealth Management Marlton, New Jersey $713M AUM 22.47% 1-Year Est. Return

Wealthcare Advisory Partners's VT Position: Q3 2026 in Review

Wealthcare Advisory Partners reduced its Vanguard Total World Stock ETF (VT) stake by 0.87% in Q3 2026, selling an estimated $36.5K and leaving 26,297 shares worth $4.15M. The position accounts for 0.07% of the portfolio, ranked #232.

Wealthcare Advisory Partners first reported a position in VT in Q1 2018 and has held it in 27 quarters since. The position peaked at $6.37M in Q4 2023. 419 funds tracked by Wall St. Rank hold VT as of Q3 2026.

  • Wealthcare Advisory Partners held 26,297 shares of Vanguard Total World Stock ETF worth $4.15M as of Q3 2026.
  • Wealthcare Advisory Partners sold 230 Vanguard Total World Stock ETF shares in Q3 2026, an estimated $36.5K.
  • Vanguard Total World Stock ETF made up 0.07% of Wealthcare Advisory Partners's portfolio in Q3 2026, its #232 holding.
  • Wealthcare Advisory Partners first reported a position in Vanguard Total World Stock ETF in Q1 2018 and has held it in 27 quarters since.
  • Wealthcare Advisory Partners's Vanguard Total World Stock ETF position peaked at $6.37M in Q4 2023.
  • 419 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q3 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q3 2026, filed 21 Oct 2026.