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Abacus Planning Group’s Vanguard Total World Stock ETF VT Stock Holding History

Abacus Planning Group’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 		$2.01M Buy
12,807
+24
+0.2% +$3.66K 0.25% 56
2026
Q1 		$1.77M Buy
12,783
+69
+0.5% +$9.92K 0.24% 56
2025
Q4 		$1.79M Buy
12,714
+40
+0.3% +$5.59K 0.24% 55
2025
Q3 		$1.75M Buy
12,674
+1,370
+12% +$182K 0.24% 58
2025
Q2 		$1.45M Buy
11,304
+1,395
+14% +$167K 0.22% 60
2025
Q1 		$1.15M Buy
9,909
+11
+0.1% +$1.32K 0.2% 69
2024
Q4 		$1.16M Buy
9,898
+104
+1% +$12.5K 0.2% 70
2024
Q3 		$1.17M Sell
9,794
-270
-3% -$31.1K 0.21% 69
2024
Q2 		$1.13M Buy
10,064
+90
+0.9% +$9.92K 0.22% 63
2024
Q1 		$1.1M Buy
9,974
+620
+7% +$65.6K 0.22% 64
2023
Q4 		$962K Buy
9,354
+18
+0.2% +$1.73K 0.2% 73
2023
Q3 		$870K Sell
9,336
-459
-5% -$44.6K 0.21% 73
2023
Q2 		$950K Sell
9,795
-6
-0.1% -$562 0.23% 66
2023
Q1 		$903K Buy
9,801
+2,499
+34% +$226K 0.23% 70
2022
Q4 		$629K Buy
7,302
+2,076
+40% +$177K 0.17% 92
2022
Q3 		$412K Sell
5,226
-1,275
-20% -$112K 0.12% 107
2022
Q2 		$555K Buy
6,501
+2,102
+48% +$194K 0.16% 91
2022
Q1 		$446K Buy
4,399
+148
+3% +$15K 0.12% 124
2021
Q4 		$457K Buy
4,251
+327
+8% +$34.7K 0.12% 120
2021
Q3 		$400K Buy
3,924
+1,756
+81% +$184K 0.13% 117
2021
Q2 		$225K Buy
+2,168
New +$221K 0.07% 169
2020
Q4 		– Sell
-2,502
Closed -$202K – 197
2020
Q3 		$202K Sell
2,502
-1,287
-34% -$103K 0.07% 153
2020
Q2 		$283K Buy
3,789
+194
+5% +$13.7K 0.12% 121
2020
Q1 		$226K Buy
+3,595
New +$271K 0.11% 128

Other funds holding VT

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
BT
Brandywine Trust Hockessin, Delaware $621M AUM 15.59% 1-Year Est. Return

Abacus Planning Group's VT Position: Q2 2026 in Review

Abacus Planning Group increased its Vanguard Total World Stock ETF (VT) stake by 0.19% in Q2 2026, buying an estimated $3.66K and bringing the position to 12,807 shares worth $2.01M. The position accounts for 0.25% of the portfolio, ranked #56.

Abacus Planning Group first reported a position in VT in Q1 2020 and has held it in 24 quarters since. 1,315 funds tracked by Wall St. Rank hold VT as of Q2 2026.

  • Abacus Planning Group held 12,807 shares of Vanguard Total World Stock ETF worth $2.01M as of Q2 2026.
  • Abacus Planning Group bought 24 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $3.66K.
  • Vanguard Total World Stock ETF made up 0.25% of Abacus Planning Group's portfolio in Q2 2026, its #56 holding.
  • Abacus Planning Group first reported a position in Vanguard Total World Stock ETF in Q1 2020 and has held it in 24 quarters since.
  • 1,315 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Abacus Planning Group's 13F filing for Q2 2026, filed 20 Jul 2026.