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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

Rakuten Investment Management
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Cambridge Associates
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Partners Capital Investment Group
Partners Capital Investment Group Boston, Massachusetts $2.83B AUM 20.31% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Schroder Investment Management Group
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.