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

Planning Directions’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 		$5.34M Sell
38,584
-1,393
-3% -$200K 2.7% 10
2025
Q4 		$5.64M Sell
39,977
-923
-2% -$129K 2.84% 9
2025
Q3 		$5.64M Buy
40,900
+987
+2% +$131K 2.94% 9
2025
Q2 		$5.13M Sell
39,913
-2,926
-7% -$350K 2.89% 12
2025
Q1 		$4.97M Buy
42,839
+2,216
+5% +$265K 2.12% 13
2024
Q4 		$4.77M Buy
40,623
+2,286
+6% +$274K 2.77% 9
2024
Q3 		$4.59M Buy
38,337
+9,798
+34% +$1.13M 2.73% 9
2024
Q2 		$3.21M Buy
28,539
+8,702
+44% +$960K 2.19% 10
2024
Q1 		$2.19M Buy
19,837
+2,231
+13% +$236K 1.52% 13
2023
Q4 		$1.81M Buy
17,606
+968
+6% +$93.2K 1.29% 15
2023
Q3 		$1.55M Buy
16,638
+2,167
+15% +$210K 1.19% 18
2023
Q2 		$1.4M Buy
14,471
+3,779
+35% +$354K 1.02% 22
2023
Q1 		$985K Buy
10,692
+2,935
+38% +$266K 0.73% 25
2022
Q4 		$669K Sell
7,757
-377
-5% -$32.2K 0.51% 35
2022
Q3 		$642K Buy
8,134
+1,714
+27% +$151K 0.52% 32
2022
Q2 		$548K Sell
6,420
-100
-2% -$9.25K 0.42% 33
2022
Q1 		$660K Buy
6,520
+4,105
+170% +$416K 0.46% 33
2021
Q4 		$259K Buy
2,415
+150
+7% +$15.9K 0.17% 65
2021
Q3 		$231K Buy
+2,265
New +$237K 0.17% 66

Other funds holding VT

RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Planning Directions's VT Position: Q1 2026 in Review

Planning Directions reduced its Vanguard Total World Stock ETF (VT) stake by 3.5% in Q1 2026, selling an estimated $200K and leaving 38,584 shares worth $5.34M. The position accounts for 2.7% of the portfolio, ranked #10.

Planning Directions first reported a position in VT in Q3 2021 and has held it in 19 quarters since. The position peaked at $5.64M in Q4 2025. 1,229 funds tracked by Wall St. Rank hold VT as of Q1 2026.

  • Planning Directions held 38,584 shares of Vanguard Total World Stock ETF worth $5.34M as of Q1 2026.
  • Planning Directions sold 1,393 Vanguard Total World Stock ETF shares in Q1 2026, an estimated $200K.
  • Vanguard Total World Stock ETF made up 2.7% of Planning Directions's portfolio in Q1 2026, its #10 holding.
  • Planning Directions first reported a position in Vanguard Total World Stock ETF in Q3 2021 and has held it in 19 quarters since.
  • Planning Directions's Vanguard Total World Stock ETF position peaked at $5.64M in Q4 2025.
  • 1,229 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2026.

Based on Planning Directions's 13F filing for Q1 2026, filed 15 Apr 2026.