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Weitzel Financial Services’s Vanguard Total World Stock ETF VT Stock Holding History

Weitzel Financial 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
Q3 		$213K Buy
1,337
+46
+4% +$7.3K 0.07% 49
2026
Q2 		$201K Buy
+1,291
New +$197K 0.07% 47
2022
Q4 		– Sell
-2,950
Closed -$233K – 35
2022
Q3 		$233K Buy
2,950
+45
+2% +$3.95K 0.16% 31
2022
Q2 		$248K Buy
2,905
+663
+30% +$61.3K 0.17% 30
2022
Q1 		$227K Buy
+2,242
New +$227K 0.15% 29

Other funds holding VT

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
PWM
Prentice Wealth Management Rochester, New York $493M AUM 7.72% 1-Year Est. Return
WI
WJ Interests Sugar Land, Texas $278M AUM 10.13% 1-Year Est. Return
GWM
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
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
IFS
Intelligent Financial Strategies Excelsior, Minnesota $206M AUM 8.95% 1-Year Est. Return
PAM
PartnerRe Asset Management Greenwich, Connecticut $162M AUM 1.4% 1-Year Est. Return
AA Financial Advisors
AA Financial Advisors Columbus, Ohio $840M AUM 11.98% 1-Year Est. Return

Weitzel Financial Services's VT Position: Q3 2026 in Review

Weitzel Financial Services increased its Vanguard Total World Stock ETF (VT) stake by 3.6% in Q3 2026, buying an estimated $7.3K and bringing the position to 1,337 shares worth $213K. The position accounts for 0.07% of the portfolio, ranked #49.

Weitzel Financial Services first reported a position in VT in Q1 2022 and has held it in 5 quarters since. The position peaked at $248K in Q2 2022. 288 funds tracked by Wall St. Rank hold VT as of Q3 2026.

  • Weitzel Financial Services held 1,337 shares of Vanguard Total World Stock ETF worth $213K as of Q3 2026.
  • Weitzel Financial Services bought 46 Vanguard Total World Stock ETF shares in Q3 2026, an estimated $7.3K.
  • Vanguard Total World Stock ETF made up 0.07% of Weitzel Financial Services's portfolio in Q3 2026, its #49 holding.
  • Weitzel Financial Services first reported a position in Vanguard Total World Stock ETF in Q1 2022 and has held it in 5 quarters since.
  • Weitzel Financial Services's Vanguard Total World Stock ETF position peaked at $248K in Q2 2022.
  • 288 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q3 2026.

Based on Weitzel Financial Services's 13F filing for Q3 2026, filed 16 Oct 2026.