FPI
VT icon

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
Q2 		$3.56M Sell
22,679
-430
-2% -$65.6K 0.34% 30
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

Other funds holding VT

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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
BT
Brandywine Trust Hockessin, Delaware $621M AUM 15.59% 1-Year Est. Return

Financial Plan Inc's VT Position: Q2 2026 in Review

Financial Plan Inc reduced its Vanguard Total World Stock ETF (VT) stake by 1.9% in Q2 2026, selling an estimated $65.6K and leaving 22,679 shares worth $3.56M. 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 3 quarters since. The position peaked at $3.98M in Q4 2025. 1,321 funds tracked by Wall St. Rank hold VT as of Q2 2026.

  • Financial Plan Inc held 22,679 shares of Vanguard Total World Stock ETF worth $3.56M as of Q2 2026.
  • Financial Plan Inc sold 430 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $65.6K.
  • Vanguard Total World Stock ETF made up 0.34% of Financial Plan Inc's portfolio in Q2 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 3 quarters since.
  • Financial Plan Inc's Vanguard Total World Stock ETF position peaked at $3.98M in Q4 2025.
  • 1,321 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Financial Plan Inc's 13F filing for Q2 2026, filed 14 Aug 2026.