BPI
VT icon

BFC Planning, Inc.’s Vanguard Total World Stock ETF VT Stock Holding History

BFC Planning, 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 		$8.66M Buy
55,157
+34,203
+163% +$5.22M 0.35% 53
2026
Q1 		$2.9M Buy
20,954
+18,047
+621% +$2.6M 0.13% 163
2025
Q4 		$410K Buy
2,907
+5
+0.2% +$699 0.02% 611
2025
Q3 		$400K Buy
2,902
+121
+4% +$16.1K 0.03% 445
2025
Q2 		$357K Buy
2,781
+54
+2% +$6.46K 0.03% 441
2025
Q1 		$316K Hold
2,727
– – 0.03% 456
2024
Q4 		$320K Buy
+2,727
New +$327K 0.03% 451

Other funds holding VT

Rakuten Investment Management
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
Cambridge Associates
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
Brandywine Trust
Brandywine Trust Hockessin, Delaware $621M AUM 15.59% 1-Year Est. Return

BFC Planning, Inc.'s VT Position: Q2 2026 in Review

BFC Planning, Inc. increased its Vanguard Total World Stock ETF (VT) stake by 163% in Q2 2026, buying an estimated $5.22M and bringing the position to 55,157 shares worth $8.66M. The position accounts for 0.35% of the portfolio, ranked #53.

BFC Planning, Inc. first reported a position in VT in Q4 2024 and has held it in 7 quarters since. 1,325 funds tracked by Wall St. Rank hold VT as of Q2 2026.

  • BFC Planning, Inc. held 55,157 shares of Vanguard Total World Stock ETF worth $8.66M as of Q2 2026.
  • BFC Planning, Inc. bought 34,203 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $5.22M.
  • Vanguard Total World Stock ETF made up 0.35% of BFC Planning, Inc.'s portfolio in Q2 2026, its #53 holding.
  • BFC Planning, Inc. first reported a position in Vanguard Total World Stock ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,325 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.