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

Holistic 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
2026 Q2	$355K	Buy	+2,260	New	+$345K	0.06%	252

Other funds holding VT

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Brandywine Trust Hockessin, Delaware $621M AUM 15.59% 1-Year Est. Return

Holistic Planning's VT Position: Q2 2026 in Review

Holistic Planning opened a new position in Vanguard Total World Stock ETF (VT) in Q2 2026: 2,260 shares worth $355K. The stake represents 0.06% of the portfolio and ranks #252 among its holdings.

1,315 funds tracked by Wall St. Rank hold VT as of Q2 2026.

Holistic Planning held 2,260 shares of Vanguard Total World Stock ETF worth $355K as of Q2 2026.
Vanguard Total World Stock ETF was a new Holistic Planning position in Q2 2026.
Vanguard Total World Stock ETF made up 0.06% of Holistic Planning's portfolio in Q2 2026, its #252 holding.
1,315 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.