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

Essential 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
Q1 		– Sell
-42,075
Closed -$5.05M – 295
2024
Q4 		$5.05M Buy
+42,075
New +$5.05M 0.03% 118

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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.83B AUM 20.31% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Essential Planning's VT Position: Q1 2025 in Review

Essential Planning sold out of Vanguard Total World Stock ETF (VT) in Q1 2025, closing a stake of 42,075 shares — an estimated $5.05M sold.

Essential Planning first reported a position in VT in Q4 2024 and held it in 1 quarter. The position peaked at $5.05M in Q4 2024. 1,019 funds tracked by Wall St. Rank hold VT as of Q1 2025.

  • Essential Planning reported no remaining Vanguard Total World Stock ETF position as of Q1 2025 after selling out during the quarter.
  • Essential Planning sold 42,075 Vanguard Total World Stock ETF shares in Q1 2025, an estimated $5.05M.
  • Essential Planning first reported a position in Vanguard Total World Stock ETF in Q4 2024 and held it in 1 quarter.
  • Essential Planning's Vanguard Total World Stock ETF position peaked at $5.05M in Q4 2024.
  • 1,019 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2025.

Based on Essential Planning's 13F filing for Q1 2025, filed 8 May 2025.