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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
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

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

Weitzel Financial Services's VT Position: Q2 2026 in Review

Weitzel Financial Services opened a new position in Vanguard Total World Stock ETF (VT) in Q2 2026: 1,291 shares worth $201K. The stake represents 0.07% of the portfolio and ranks #47 among its holdings. This is a return to the name: Weitzel Financial Services previously reported a position in VT as recently as Q3 2022.

Weitzel Financial Services first reported a position in VT in Q1 2022 and has held it in 4 quarters since. The position peaked at $248K in Q2 2022. 264 funds tracked by Wall St. Rank hold VT as of Q2 2026.

  • Weitzel Financial Services held 1,291 shares of Vanguard Total World Stock ETF worth $201K as of Q2 2026.
  • Vanguard Total World Stock ETF was a new Weitzel Financial Services position in Q2 2026.
  • Vanguard Total World Stock ETF made up 0.07% of Weitzel Financial Services's portfolio in Q2 2026, its #47 holding.
  • Weitzel Financial Services first reported a position in Vanguard Total World Stock ETF in Q1 2022 and has held it in 4 quarters since.
  • Weitzel Financial Services's Vanguard Total World Stock ETF position peaked at $248K in Q2 2022.
  • 264 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Weitzel Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.