Capital Planning
VT icon

Capital Planning’s Vanguard Total World Stock ETF VT Stock Holding History

Capital 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
Q3 		$428K Buy
2,709
+895
+49% +$142K 0.11% 64
2026
Q2 		$285K Hold
1,814
– – 0.08% 73
2026
Q1 		$251K Buy
+1,814
New +$261K 0.08% 73

Other funds holding VT

Angeles Wealth Management
Angeles Wealth Management Santa Monica, California $2.27B AUM 17.57% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Bernzott Capital Advisors
Bernzott Capital Advisors Camarillo, California $233M AUM 9.08% 1-Year Est. Return
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
BIP Wealth
BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
Prentice Wealth Management
Prentice Wealth Management Rochester, New York $493M AUM 7.72% 1-Year Est. Return

Capital Planning's VT Position: Q3 2026 in Review

Capital Planning increased its Vanguard Total World Stock ETF (VT) stake by 49% in Q3 2026, buying an estimated $142K and bringing the position to 2,709 shares worth $428K. The position accounts for 0.11% of the portfolio, ranked #64.

Capital Planning first reported a position in VT in Q1 2026 and has held it in 3 quarters since. 561 funds tracked by Wall St. Rank hold VT as of Q3 2026.

  • Capital Planning held 2,709 shares of Vanguard Total World Stock ETF worth $428K as of Q3 2026.
  • Capital Planning bought 895 Vanguard Total World Stock ETF shares in Q3 2026, an estimated $142K.
  • Vanguard Total World Stock ETF made up 0.11% of Capital Planning's portfolio in Q3 2026, its #64 holding.
  • Capital Planning first reported a position in Vanguard Total World Stock ETF in Q1 2026 and has held it in 3 quarters since.
  • 561 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q3 2026.

Based on Capital Planning's 13F filing for Q3 2026, filed 9 Oct 2026.