Next Level Wealth Planning’s Vanguard Total World Stock ETF VT Stock Holding History

Next Level Wealth 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 Q3	$111K	Buy	+704	New	+$112K	0.05%	104

Other funds holding VT

Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return

Mass General Brigham Somerville, Massachusetts $456M AUM 27.51% 1-Year Est. Return

Angeles Wealth Management Santa Monica, California $2.27B AUM 17.57% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.65B AUM 15.53% 1-Year Est. Return

Alta Advisers London, United Kingdom $675M AUM 36.05% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Next Level Wealth Planning's VT Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in Vanguard Total World Stock ETF (VT) in Q3 2026: 704 shares worth $111K. The stake represents 0.05% of the portfolio and ranks #104 among its holdings.

816 funds tracked by Wall St. Rank hold VT as of Q3 2026.

Next Level Wealth Planning held 704 shares of Vanguard Total World Stock ETF worth $111K as of Q3 2026.
Vanguard Total World Stock ETF was a new Next Level Wealth Planning position in Q3 2026.
Vanguard Total World Stock ETF made up 0.05% of Next Level Wealth Planning's portfolio in Q3 2026, its #104 holding.
816 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.