Wetzel Investment Advisors’s Vanguard Total World Stock ETF VT Stock Holding History

Wetzel Investment Advisors’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	$387K	Sell	2,464 -1,215	-33%	-$185K	0.13%	84
2026 Q1	$509K	Sell	3,679 -286	-7%	-$41.1K	0.2%	74
2025 Q4	$559K	Sell	3,965 -161	-4%	-$22.5K	0.23%	63
2025 Q3	$569K	Sell	4,126 -115	-3%	-$15.3K	0.24%	61
2025 Q2	$545K	Sell	4,241 -29,891	-88%	-$3.58M	0.25%	63
2025 Q1	$3.96M	Sell	34,132 -688	-2%	-$82.3K	2%	15
2024 Q4	$4.09M	Buy	34,820 +521	+2%	+$62.5K	2.03%	14
2024 Q3	$4.11M	Buy	+34,299	New	+$3.94M	2.06%	13

Other funds holding VT

AWM

Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

TAS

TIFF Advisory Services Radnor, Pennsylvania $408M AUM 20.34% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

FWIA

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

3AM

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

Wetzel Investment Advisors's VT Position: Q2 2026 in Review

Wetzel Investment Advisors reduced its Vanguard Total World Stock ETF (VT) stake by 33% in Q2 2026, selling an estimated $185K and leaving 2,464 shares worth $387K. The position accounts for 0.13% of the portfolio, ranked #84.

Wetzel Investment Advisors first reported a position in VT in Q3 2024 and has held it in 8 quarters since. The position peaked at $4.11M in Q3 2024. 569 funds tracked by Wall St. Rank hold VT as of Q2 2026.

Wetzel Investment Advisors held 2,464 shares of Vanguard Total World Stock ETF worth $387K as of Q2 2026.
Wetzel Investment Advisors sold 1,215 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $185K.
Vanguard Total World Stock ETF made up 0.13% of Wetzel Investment Advisors's portfolio in Q2 2026, its #84 holding.
Wetzel Investment Advisors first reported a position in Vanguard Total World Stock ETF in Q3 2024 and has held it in 8 quarters since.
Wetzel Investment Advisors's Vanguard Total World Stock ETF position peaked at $4.11M in Q3 2024.
569 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Wetzel Investment Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.