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Investment Planning Advisors’s Vanguard Total World Stock ETF VT Stock Holding History

Investment Planning Advisors’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 		$2.43M Buy
17,543
+329
+2% +$47.3K 0.67% 22
2025
Q4 		$2.43M Buy
17,214
+929
+6% +$130K 0.71% 22
2025
Q3 		$2.24M Buy
16,285
+1,743
+12% +$232K 0.71% 20
2025
Q2 		$1.87M Buy
14,542
+1,375
+10% +$164K 0.66% 18
2025
Q1 		$1.53M Buy
13,167
+1,507
+13% +$180K 0.62% 22
2024
Q4 		$1.37M Buy
11,660
+1,851
+19% +$222K 0.6% 28
2024
Q3 		$1.1M Hold
9,809
– – 0.56% 27
2024
Q2 		$1.1M Buy
+9,809
New +$1.08M 0.56% 27

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

Investment Planning Advisors's VT Position: Q1 2026 in Review

Investment Planning Advisors increased its Vanguard Total World Stock ETF (VT) stake by 1.9% in Q1 2026, buying an estimated $47.3K and bringing the position to 17,543 shares worth $2.43M. The position accounts for 0.67% of the portfolio, ranked #22.

Investment Planning Advisors first reported a position in VT in Q2 2024 and has held it in 8 quarters since. The position peaked at $2.43M in Q4 2025. 1,229 funds tracked by Wall St. Rank hold VT as of Q1 2026.

  • Investment Planning Advisors held 17,543 shares of Vanguard Total World Stock ETF worth $2.43M as of Q1 2026.
  • Investment Planning Advisors bought 329 Vanguard Total World Stock ETF shares in Q1 2026, an estimated $47.3K.
  • Vanguard Total World Stock ETF made up 0.67% of Investment Planning Advisors's portfolio in Q1 2026, its #22 holding.
  • Investment Planning Advisors first reported a position in Vanguard Total World Stock ETF in Q2 2024 and has held it in 8 quarters since.
  • Investment Planning Advisors's Vanguard Total World Stock ETF position peaked at $2.43M in Q4 2025.
  • 1,229 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2026.

Based on Investment Planning Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.