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Center for Financial Planning’s Vanguard Total World Stock ETF VT Stock Holding History

Center for 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 		$140K Hold
891
– – 0.01% 204
2026
Q1 		$123K Buy
891
+118
+15% +$17K 0.01% 209
2025
Q4 		$109K Hold
773
– – 0.01% 218
2025
Q3 		$107K Hold
773
– – 0.01% 223
2025
Q2 		$99.3K Sell
773
-40
-5% -$4.78K 0.01% 219
2025
Q1 		$94.3K Sell
813
-332
-29% -$39.7K 0.01% 208
2024
Q4 		$135K Buy
1,145
+1,085
+1,808% +$130K 0.02% 176
2024
Q3 		$7.18K Hold
60
– – ﹤0.01% 433
2024
Q2 		$6.76K Sell
60
-68
-53% -$7.5K ﹤0.01% 433
2024
Q1 		$14.1K Buy
128
+19
+17% +$2.01K ﹤0.01% 359
2023
Q4 		$11.2K Hold
109
– – ﹤0.01% 357
2023
Q3 		$10.2K Hold
109
– – ﹤0.01% 358
2023
Q2 		$10.6K Sell
109
-75
-41% -$7.03K ﹤0.01% 377
2023
Q1 		$16.9K Buy
184
+42
+30% +$3.8K ﹤0.01% 302
2022
Q4 		$12.3K Hold
142
– – ﹤0.01% 337
2022
Q3 		$11K Hold
142
– – ﹤0.01% 355
2022
Q2 		$12K Buy
+142
New +$13.1K ﹤0.01% 346

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

Center for Financial Planning's VT Position: Q2 2026 in Review

Center for Financial Planning held its Vanguard Total World Stock ETF (VT) position steady in Q2 2026 at 891 shares worth $140K. The position accounts for 0.01% of the portfolio, ranked #204.

Center for Financial Planning first reported a position in VT in Q2 2022 and has held it in 17 quarters since. 433 funds tracked by Wall St. Rank hold VT as of Q2 2026.

  • Center for Financial Planning held 891 shares of Vanguard Total World Stock ETF worth $140K as of Q2 2026.
  • Center for Financial Planning left its Vanguard Total World Stock ETF share count unchanged in Q2 2026.
  • Vanguard Total World Stock ETF made up 0.01% of Center for Financial Planning's portfolio in Q2 2026, its #204 holding.
  • Center for Financial Planning first reported a position in Vanguard Total World Stock ETF in Q2 2022 and has held it in 17 quarters since.
  • 433 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.