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Estate Planners Group’s Vanguard Total World Stock ETF VT Stock Holding History

Estate Planners Group’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
Q1 		$532K Buy
+3,845
New +$553K 0.26% 40

Other funds holding VT

RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Estate Planners Group's VT Position: Q1 2026 in Review

Estate Planners Group opened a new position in Vanguard Total World Stock ETF (VT) in Q1 2026: 3,845 shares worth $532K. The stake represents 0.26% of the portfolio and ranks #40 among its holdings.

1,229 funds tracked by Wall St. Rank hold VT as of Q1 2026.

  • Estate Planners Group held 3,845 shares of Vanguard Total World Stock ETF worth $532K as of Q1 2026.
  • Vanguard Total World Stock ETF was a new Estate Planners Group position in Q1 2026.
  • Vanguard Total World Stock ETF made up 0.26% of Estate Planners Group's portfolio in Q1 2026, its #40 holding.
  • 1,229 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.