New England Professional Planning Group’s Vanguard Total World Stock ETF VT Stock Holding History

New England Professional Planning Group’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	$1.19M	Hold	7,574	–	–	0.44%	8
2026 Q1	$1.05M	Hold	7,574	–	–	0.44%	10
2025 Q4	$1.07M	Hold	7,574	–	–	0.45%	10
2025 Q3	$1.04M	Sell	7,574 -685	-8%	-$91K	0.48%	8
2025 Q2	$1.06M	Hold	8,259	–	–	0.48%	8
2025 Q1	$958K	Hold	8,259	–	–	0.48%	10
2024 Q4	$970K	Hold	8,259	–	–	0.48%	10
2024 Q3	$989K	Hold	8,259	–	–	0.49%	11
2024 Q2	$930K	Hold	8,259	–	–	0.49%	10
2024 Q1	$913K	Hold	8,259	–	–	0.48%	10
2023 Q4	$850K	Hold	8,259	–	–	0.48%	9
2023 Q3	$770K	Hold	8,259	–	–	0.48%	9
2023 Q2	$801K	Sell	8,259 -1,028	-11%	-$96.4K	0.47%	9
2023 Q1	$856K	Hold	9,287	–	–	0.52%	9
2022 Q4	$800K	Hold	9,287	–	–	0.45%	11
2022 Q3	$733K	Hold	9,287	–	–	0.52%	10
2022 Q2	$793K	Hold	9,287	–	–	0.55%	9
2022 Q1	$947K	Hold	9,287	–	–	0.57%	10
2021 Q4	$986K	Hold	9,287	–	–	0.6%	7
2021 Q3	$994K	Hold	9,287	–	–	0.59%	8
2021 Q2	$981K	Hold	9,287	–	–	0.59%	9
2021 Q1	$946K	Sell	9,287 -86	-0.9%	-$8.27K	0.58%	9
2020 Q4	$868K	Hold	9,373	–	–	0.61%	9
2020 Q3	$795K	Sell	9,373 -5,234	-36%	-$420K	0.63%	8
2020 Q2	$1.18M	Hold	14,607	–	–	0.91%	7
2020 Q1	$989K	Hold	14,607	–	–	0.92%	9
2019 Q4	$1.18M	Buy	+14,607	New	+$1.14M	0.94%	8
2018 Q3	$1.1M	Hold	14,521	–	–	1.26%	10
2018 Q2	$1.07M	Hold	14,521	–	–	1.37%	10
2018 Q1	$1.07M	Hold	14,521	–	–	1.43%	10
2017 Q4	$1.1M	Buy	+14,521	New	+$1.06M	1.34%	11
2016 Q2	$872K	Hold	14,521	–	–	0.98%	14
2016 Q1	$836K	Buy	+14,521	New	+$791K	0.84%	14

Other funds holding VT

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

AWM

Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return

TAS

TIFF Advisory Services Radnor, Pennsylvania $408M AUM 20.34% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return

DWM

Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return

BFG

Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

New England Professional Planning Group's VT Position: Q2 2026 in Review

New England Professional Planning Group held its Vanguard Total World Stock ETF (VT) position steady in Q2 2026 at 7,574 shares worth $1.19M. The position accounts for 0.44% of the portfolio, ranked #8.

New England Professional Planning Group first reported a position in VT in Q1 2016 and has held it in 33 quarters since. 732 funds tracked by Wall St. Rank hold VT as of Q2 2026.

New England Professional Planning Group held 7,574 shares of Vanguard Total World Stock ETF worth $1.19M as of Q2 2026.
New England Professional Planning Group left its Vanguard Total World Stock ETF share count unchanged in Q2 2026.
Vanguard Total World Stock ETF made up 0.44% of New England Professional Planning Group's portfolio in Q2 2026, its #8 holding.
New England Professional Planning Group first reported a position in Vanguard Total World Stock ETF in Q1 2016 and has held it in 33 quarters since.
732 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on New England Professional Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.