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 Q2	$2.86M	Buy	18,206 +663	+4%	+$101K	0.66%	21
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 $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

Investment Planning Advisors's VT Position: Q2 2026 in Review

Investment Planning Advisors increased its Vanguard Total World Stock ETF (VT) stake by 3.8% in Q2 2026, buying an estimated $101K and bringing the position to 18,206 shares worth $2.86M. The position accounts for 0.66% of the portfolio, ranked #21.

Investment Planning Advisors first reported a position in VT in Q2 2024 and has held it in 9 quarters since. 1,317 funds tracked by Wall St. Rank hold VT as of Q2 2026.

Investment Planning Advisors held 18,206 shares of Vanguard Total World Stock ETF worth $2.86M as of Q2 2026.
Investment Planning Advisors bought 663 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $101K.
Vanguard Total World Stock ETF made up 0.66% of Investment Planning Advisors's portfolio in Q2 2026, its #21 holding.
Investment Planning Advisors first reported a position in Vanguard Total World Stock ETF in Q2 2024 and has held it in 9 quarters since.
1,317 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Investment Planning Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.