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Investments & Financial Planning LLC’s Vanguard Total World Stock ETF VT Stock Holding History

Investments & Financial Planning LLC’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 		$8.36M Sell
53,265
-144
-0.3% -$22K 3.96% 8
2026
Q1 		$7.39M Sell
53,409
-729
-1% -$105K 4.02% 8
2025
Q4 		$7.64M Sell
54,138
-6,023
-10% -$842K 4.1% 8
2025
Q3 		$8.29M Sell
60,161
-1,848
-3% -$246K 4.48% 7
2025
Q2 		$7.97M Sell
62,009
-97
-0.2% -$11.6K 4.59% 7
2025
Q1 		$7.2M Buy
62,106
+34
+0.1% +$4.07K 4.68% 7
2024
Q4 		$7.29M Buy
62,072
+53
+0.1% +$6.36K 4.49% 7
2024
Q3 		$7.42M Sell
62,019
-1,945
-3% -$224K 4.7% 7
2024
Q2 		$7.2M Sell
63,964
-469
-0.7% -$51.7K 4.84% 6
2024
Q1 		$7.12M Sell
64,433
-1,176
-2% -$124K 4.88% 6
2023
Q4 		$6.75M Sell
65,609
-9,849
-13% -$948K 5.05% 5
2023
Q3 		$7.03M Sell
75,458
-454
-0.6% -$44.1K 6.27% 4
2023
Q2 		$7.36M Sell
75,912
-1,574
-2% -$148K 6.38% 4
2023
Q1 		$7.14M Sell
77,486
-572
-0.7% -$51.8K 6.55% 4
2022
Q4 		$6.73M Buy
+78,058
New +$6.67M 6.59% 4
2022
Q2 		$6.66M Sell
78,017
-4,581
-6% -$424K 6.86% 4
2022
Q1 		$8.37M Buy
82,598
+3,057
+4% +$310K 7.31% 4
2021
Q4 		$8.21M Buy
+79,541
New +$8.45M 7.37% 4

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

Investments & Financial Planning LLC's VT Position: Q2 2026 in Review

Investments & Financial Planning LLC reduced its Vanguard Total World Stock ETF (VT) stake by 0.27% in Q2 2026, selling an estimated $22K and leaving 53,265 shares worth $8.36M. The position accounts for 3.96% of the portfolio, ranked #8.

Investments & Financial Planning LLC first reported a position in VT in Q4 2021 and has held it in 18 quarters since. The position peaked at $8.37M in Q1 2022. 1,315 funds tracked by Wall St. Rank hold VT as of Q2 2026.

  • Investments & Financial Planning LLC held 53,265 shares of Vanguard Total World Stock ETF worth $8.36M as of Q2 2026.
  • Investments & Financial Planning LLC sold 144 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $22K.
  • Vanguard Total World Stock ETF made up 3.96% of Investments & Financial Planning LLC's portfolio in Q2 2026, its #8 holding.
  • Investments & Financial Planning LLC first reported a position in Vanguard Total World Stock ETF in Q4 2021 and has held it in 18 quarters since.
  • Investments & Financial Planning LLC's Vanguard Total World Stock ETF position peaked at $8.37M in Q1 2022.
  • 1,315 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Investments & Financial Planning LLC's 13F filing for Q2 2026, filed 13 Aug 2026.