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

Planning Alternatives’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
2025 Q1	–	Sell	-18,320	Closed	-$2.15M	–	78
2024 Q4	$2.15M	Sell	18,320 -8,570	-32%	-$1.03M	0.33%	19
2024 Q3	$3.22M	Sell	26,890 -136	-0.5%	-$15.6K	0.49%	16
2024 Q2	$3.04M	Buy	27,026 +137	+0.5%	+$15.1K	0.49%	16
2024 Q1	$2.97M	Buy	26,889 +61	+0.2%	+$6.45K	0.49%	17
2023 Q4	$2.76M	Buy	26,828 +22	+0.1%	+$2.12K	0.48%	16
2023 Q3	$2.5M	Buy	26,806 +149	+0.6%	+$14.5K	0.48%	17
2023 Q2	$2.59M	Buy	26,657 +192	+0.7%	+$18K	0.48%	16
2023 Q1	$2.44M	Sell	26,465 -120,211	-82%	-$10.9M	0.47%	16
2022 Q4	$12.6M	Buy	+146,676	New	+$12.5M	2.3%	9

Other funds holding VT

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.83B AUM 20.31% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Planning Alternatives's VT Position: Q1 2025 in Review

Planning Alternatives sold out of Vanguard Total World Stock ETF (VT) in Q1 2025, closing a stake of 18,320 shares — an estimated $2.15M sold.

Planning Alternatives first reported a position in VT in Q4 2022 and held it in 9 quarters. The position peaked at $12.6M in Q4 2022. 1,019 funds tracked by Wall St. Rank hold VT as of Q1 2025.

Planning Alternatives reported no remaining Vanguard Total World Stock ETF position as of Q1 2025 after selling out during the quarter.
Planning Alternatives sold 18,320 Vanguard Total World Stock ETF shares in Q1 2025, an estimated $2.15M.
Planning Alternatives first reported a position in Vanguard Total World Stock ETF in Q4 2022 and held it in 9 quarters.
Planning Alternatives's Vanguard Total World Stock ETF position peaked at $12.6M in Q4 2022.
1,019 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2025.

Based on Planning Alternatives's 13F filing for Q1 2025, filed 9 May 2025.