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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
Q2 		$285K Hold
1,814
– – 0.08% 73
2026
Q1 		$251K Buy
+1,814
New +$261K 0.08% 73

Other funds holding VT

SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
BCA
Bernzott Capital Advisors Camarillo, California $250M AUM 26.89% 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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
FWA
FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
TCK
Topor & Co Korea Seoul $127M AUM
SCP
Sivia Capital Partners Mill Valley, California $822M AUM 48.82% 1-Year Est. Return

Capital Planning's VT Position: Q2 2026 in Review

Capital Planning held its Vanguard Total World Stock ETF (VT) position steady in Q2 2026 at 1,814 shares worth $285K. The position accounts for 0.08% of the portfolio, ranked #73.

Capital Planning first reported a position in VT in Q1 2026 and has held it in 2 quarters since. 433 funds tracked by Wall St. Rank hold VT as of Q2 2026.

  • Capital Planning held 1,814 shares of Vanguard Total World Stock ETF worth $285K as of Q2 2026.
  • Capital Planning left its Vanguard Total World Stock ETF share count unchanged in Q2 2026.
  • Vanguard Total World Stock ETF made up 0.08% of Capital Planning's portfolio in Q2 2026, its #73 holding.
  • Capital Planning first reported a position in Vanguard Total World Stock ETF in Q1 2026 and has held it in 2 quarters since.
  • 433 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Capital Planning's 13F filing for Q2 2026, filed 22 Jul 2026.