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

Donalies 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	$213K	Buy	+1,355	New	+$207K	0.16%	77

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

Donalies Financial Planning's VT Position: Q2 2026 in Review

Donalies Financial Planning opened a new position in Vanguard Total World Stock ETF (VT) in Q2 2026: 1,355 shares worth $213K. The stake represents 0.16% of the portfolio and ranks #77 among its holdings.

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

Donalies Financial Planning held 1,355 shares of Vanguard Total World Stock ETF worth $213K as of Q2 2026.
Vanguard Total World Stock ETF was a new Donalies Financial Planning position in Q2 2026.
Vanguard Total World Stock ETF made up 0.16% of Donalies Financial Planning's portfolio in Q2 2026, its #77 holding.
1,314 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Donalies Financial Planning's 13F filing for Q2 2026, filed 6 Aug 2026.