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Financial Plan Inc’s Vanguard Total World Stock ETF VT Stock Holding History

Financial Plan Inc’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 		$3.2M Sell
23,109
-5,089
-18% -$732K 0.34% 30
2025
Q4 		$3.98M Buy
+28,198
New +$3.94M 0.46% 27

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Bank of America
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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 $424B AUM 22.96% 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

Financial Plan Inc's VT Position: Q1 2026 in Review

Financial Plan Inc reduced its Vanguard Total World Stock ETF (VT) stake by 18% in Q1 2026, selling an estimated $732K and leaving 23,109 shares worth $3.2M. The position accounts for 0.34% of the portfolio, ranked #30.

Financial Plan Inc first reported a position in VT in Q4 2025 and has held it in 2 quarters since. The position peaked at $3.98M in Q4 2025. 1,232 funds tracked by Wall St. Rank hold VT as of Q1 2026.

  • Financial Plan Inc held 23,109 shares of Vanguard Total World Stock ETF worth $3.2M as of Q1 2026.
  • Financial Plan Inc sold 5,089 Vanguard Total World Stock ETF shares in Q1 2026, an estimated $732K.
  • Vanguard Total World Stock ETF made up 0.34% of Financial Plan Inc's portfolio in Q1 2026, its #30 holding.
  • Financial Plan Inc first reported a position in Vanguard Total World Stock ETF in Q4 2025 and has held it in 2 quarters since.
  • Financial Plan Inc's Vanguard Total World Stock ETF position peaked at $3.98M in Q4 2025.
  • 1,232 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2026.

Based on Financial Plan Inc's 13F filing for Q1 2026, filed 27 Apr 2026.