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

Divergent 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
2025
Q4 		$990K Sell
6,964
-627
-8% -$87.6K 0.25% 15
2025
Q3 		$1.06M Buy
7,591
+391
+5% +$52K 0.28% 15
2025
Q2 		$925K Buy
7,200
+1,611
+29% +$193K 0.27% 15
2025
Q1 		$654K Buy
5,589
+93
+2% +$11.1K 0.22% 15
2024
Q4 		$638K Buy
5,496
+113
+2% +$13.6K 0.22% 14
2024
Q3 		$643K Buy
5,383
+149
+3% +$17.1K 0.24% 14
2024
Q2 		$598K Sell
5,234
-422
-7% -$46.5K 0.24% 15
2024
Q1 		$623K Buy
5,656
+43
+0.8% +$4.55K 0.26% 13
2023
Q4 		$573K Sell
5,613
-46
-0.8% -$4.43K 0.28% 12
2023
Q3 		$528K Buy
5,659
+118
+2% +$11.5K 0.28% 11
2023
Q2 		$537K Sell
5,541
-306
-5% -$28.7K 0.28% 12
2023
Q1 		$538K Sell
5,847
-152
-3% -$13.8K 0.3% 12
2022
Q4 		$517K Sell
5,999
-3,725
-38% -$318K 0.33% 11
2022
Q3 		$767K Buy
9,724
+3,325
+52% +$292K 0.56% 14
2022
Q2 		$546K Buy
6,399
+97
+2% +$8.97K 0.39% 10
2022
Q1 		$642K Sell
6,302
-2,704
-30% -$274K 0.41% 10
2021
Q4 		$973K Sell
9,006
-6,359
-41% -$676K 0.71% 8
2021
Q3 		$1.57M Sell
15,365
-4,450
-22% -$466K 1.27% 7
2021
Q2 		$2.04M Sell
19,815
-180,500
-90% -$18.4M 1.66% 7
2021
Q1 		$20.4M Buy
200,315
+3,618
+2% +$348K 17.41% 3
2020
Q4 		$18.2M Buy
+196,697
New +$17.1M 17.44% 3

Other funds holding VT

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Divergent Planning's VT Position: Q4 2025 in Review

Divergent Planning reduced its Vanguard Total World Stock ETF (VT) stake by 8.3% in Q4 2025, selling an estimated $87.6K and leaving 6,964 shares worth $990K. The position accounts for 0.25% of the portfolio, ranked #15.

Divergent Planning first reported a position in VT in Q4 2020 and has held it in 21 quarters since. The position peaked at $20.4M in Q1 2021. 1,211 funds tracked by Wall St. Rank hold VT as of Q4 2025.

  • Divergent Planning held 6,964 shares of Vanguard Total World Stock ETF worth $990K as of Q4 2025.
  • Divergent Planning sold 627 Vanguard Total World Stock ETF shares in Q4 2025, an estimated $87.6K.
  • Vanguard Total World Stock ETF made up 0.25% of Divergent Planning's portfolio in Q4 2025, its #15 holding.
  • Divergent Planning first reported a position in Vanguard Total World Stock ETF in Q4 2020 and has held it in 21 quarters since.
  • Divergent Planning's Vanguard Total World Stock ETF position peaked at $20.4M in Q1 2021.
  • 1,211 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q4 2025.

Based on Divergent Planning's 13F filing for Q4 2025, filed 12 Jan 2026.