PDS Planning’s Vanguard Total World Stock ETF VT Stock Holding History

PDS 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 Q1	$8.56M	Buy	61,880 +3,830	+7%	+$551K	0.56%	34
2025 Q4	$8.19M	Buy	58,050 +1,473	+3%	+$206K	0.55%	35
2025 Q3	$7.8M	Buy	56,577 +896	+2%	+$119K	0.54%	35
2025 Q2	$7.16M	Buy	55,681 +1,403	+3%	+$168K	0.53%	35
2025 Q1	$6.29M	Buy	54,278 +1,743	+3%	+$209K	0.53%	33
2024 Q4	$6.17M	Buy	52,535 +3,398	+7%	+$408K	0.55%	33
2024 Q3	$5.88M	Buy	49,137 +2,314	+5%	+$266K	0.53%	31
2024 Q2	$5.27M	Buy	46,823 +2,075	+5%	+$229K	0.53%	34
2024 Q1	$4.94M	Buy	44,748 +2,644	+6%	+$280K	0.52%	35
2023 Q4	$4.33M	Buy	42,104 +5,385	+15%	+$518K	0.49%	36
2023 Q3	$3.42M	Sell	36,719 -287	-0.8%	-$27.9K	0.44%	40
2023 Q2	$3.59M	Buy	37,006 +530	+1%	+$49.7K	0.46%	38
2023 Q1	$3.36M	Buy	36,476 +5,167	+17%	+$468K	0.46%	38
2022 Q4	$2.7M	Buy	31,309 +4,821	+18%	+$412K	0.43%	38
2022 Q3	$2.09M	Sell	26,488 -2,481	-9%	-$218K	0.38%	40
2022 Q2	$2.47M	Buy	28,969 +48	+0.2%	+$4.44K	0.45%	39
2022 Q1	$2.93M	Buy	28,921 +2,357	+9%	+$239K	0.52%	37
2021 Q4	$2.85M	Buy	26,564 +1,657	+7%	+$176K	0.55%	37
2021 Q3	$2.54M	Sell	24,907 -788	-3%	-$82.6K	0.59%	37
2021 Q2	$2.66M	Buy	25,695 +2,191	+9%	+$223K	0.65%	38
2021 Q1	$2.29M	Buy	23,504 +1,372	+6%	+$132K	0.66%	37
2020 Q4	$2.05M	Buy	22,132 +140	+0.6%	+$12.1K	0.7%	36
2020 Q3	$1.77M	Buy	21,992 +1,264	+6%	+$101K	0.72%	37
2020 Q2	$1.55M	Buy	20,728 +2,585	+14%	+$182K	0.7%	37
2020 Q1	$1.14M	Buy	18,143 +5,930	+49%	+$447K	0.73%	34
2019 Q4	$989K	Buy	12,213 +370	+3%	+$28.8K	0.62%	32
2019 Q3	$886K	Buy	11,843 +549	+5%	+$41K	0.61%	35
2019 Q2	$849K	Sell	11,294 -428	-4%	-$31.7K	0.63%	35
2019 Q1	$858K	Sell	11,722 -740	-6%	-$52.5K	0.67%	33
2018 Q4	$816K	Buy	12,462 +400	+3%	+$28K	0.7%	32
2018 Q3	$915K	Sell	12,062 -243	-2%	-$18.3K	0.78%	30
2018 Q2	$903K	Buy	12,305 +1,417	+13%	+$106K	0.89%	28
2018 Q1	$802K	Buy	10,888 +1,987	+22%	+$151K	0.81%	29
2017 Q4	$661K	Buy	+8,901	New	+$647K	0.67%	34

Other funds holding VT

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

PDS Planning's VT Position: Q1 2026 in Review

PDS Planning increased its Vanguard Total World Stock ETF (VT) stake by 6.6% in Q1 2026, buying an estimated $551K and bringing the position to 61,880 shares worth $8.56M. The position accounts for 0.56% of the portfolio, ranked #34.

PDS Planning first reported a position in VT in Q4 2017 and has held it in 34 quarters since. 1,229 funds tracked by Wall St. Rank hold VT as of Q1 2026.

PDS Planning held 61,880 shares of Vanguard Total World Stock ETF worth $8.56M as of Q1 2026.
PDS Planning bought 3,830 Vanguard Total World Stock ETF shares in Q1 2026, an estimated $551K.
Vanguard Total World Stock ETF made up 0.56% of PDS Planning's portfolio in Q1 2026, its #34 holding.
PDS Planning first reported a position in Vanguard Total World Stock ETF in Q4 2017 and has held it in 34 quarters since.
1,229 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2026.

Based on PDS Planning's 13F filing for Q1 2026, filed 22 Apr 2026.