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 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

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

BCA

Bernzott Capital Advisors Camarillo, California $250M AUM 26.89% 1-Year Est. Return

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

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 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

LOWM

Laurel Oak Wealth Management Marlton, New Jersey $687M AUM

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Wealthcare Advisory Partners's VT Position: Q2 2026 in Review

Wealthcare Advisory Partners increased its Vanguard Total World Stock ETF (VT) stake by 5.3% in Q2 2026, buying an estimated $204K and bringing the position to 26,527 shares worth $4.16M. The position accounts for 0.08% of the portfolio, ranked #203.

Wealthcare Advisory Partners first reported a position in VT in Q1 2018 and has held it in 26 quarters since. The position peaked at $6.37M in Q4 2023. 296 funds tracked by Wall St. Rank hold VT as of Q2 2026.

Wealthcare Advisory Partners held 26,527 shares of Vanguard Total World Stock ETF worth $4.16M as of Q2 2026.
Wealthcare Advisory Partners bought 1,336 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $204K.
Vanguard Total World Stock ETF made up 0.08% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #203 holding.
Wealthcare Advisory Partners first reported a position in Vanguard Total World Stock ETF in Q1 2018 and has held it in 26 quarters since.
Wealthcare Advisory Partners's Vanguard Total World Stock ETF position peaked at $6.37M in Q4 2023.
296 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.