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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
Q2 		$6.03M Sell
38,436
-148
-0.4% -$22.6K 2.79% 9
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 $34.6B AUM 29.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
BT
Brandywine Trust Hockessin, Delaware $621M AUM 15.59% 1-Year Est. Return

Planning Directions's VT Position: Q2 2026 in Review

Planning Directions reduced its Vanguard Total World Stock ETF (VT) stake by 0.38% in Q2 2026, selling an estimated $22.6K and leaving 38,436 shares worth $6.03M. The position accounts for 2.79% of the portfolio, ranked #9.

Planning Directions first reported a position in VT in Q3 2021 and has held it in 20 quarters since. 1,317 funds tracked by Wall St. Rank hold VT as of Q2 2026.

  • Planning Directions held 38,436 shares of Vanguard Total World Stock ETF worth $6.03M as of Q2 2026.
  • Planning Directions sold 148 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $22.6K.
  • Vanguard Total World Stock ETF made up 2.79% of Planning Directions's portfolio in Q2 2026, its #9 holding.
  • Planning Directions first reported a position in Vanguard Total World Stock ETF in Q3 2021 and has held it in 20 quarters since.
  • 1,317 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Planning Directions's 13F filing for Q2 2026, filed 10 Aug 2026.