Action Point Financial Planning’s Vanguard Total World Stock ETF VT Stock Holding History

Action Point Financial Planning’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	$192K	Buy	+1,221	New	+$186K	0.02%	450

Other funds holding VT

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Brandywine Trust Hockessin, Delaware $621M AUM 15.59% 1-Year Est. Return

Action Point Financial Planning's VT Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Vanguard Total World Stock ETF (VT) in Q2 2026: 1,221 shares worth $192K. The stake represents 0.02% of the portfolio and ranks #450 among its holdings.

1,314 funds tracked by Wall St. Rank hold VT as of Q2 2026.

Action Point Financial Planning held 1,221 shares of Vanguard Total World Stock ETF worth $192K as of Q2 2026.
Vanguard Total World Stock ETF was a new Action Point Financial Planning position in Q2 2026.
Vanguard Total World Stock ETF made up 0.02% of Action Point Financial Planning's portfolio in Q2 2026, its #450 holding.
1,314 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.