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

Prosperity 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
Q2 		$425K Buy
2,710
+38
+1% +$5.8K 0.1% 84
2026
Q1 		$370K Sell
2,672
-12
-0.4% -$1.73K 0.09% 87
2025
Q4 		$379K Sell
2,684
-2
-0.1% -$280 0.1% 85
2025
Q3 		$370K Buy
2,686
+17
+0.6% +$2.26K 0.1% 85
2025
Q2 		$343K Buy
2,669
+59
+2% +$7.06K 0.1% 86
2025
Q1 		$303K Buy
2,610
+40
+2% +$4.79K 0.09% 87
2024
Q4 		$302K Buy
2,570
+27
+1% +$3.24K 0.1% 89
2024
Q3 		$304K Sell
2,543
-84
-3% -$9.66K 0.1% 91
2024
Q2 		$296K Buy
2,627
+25
+1% +$2.76K 0.1% 89
2024
Q1 		$288K Buy
2,602
+73
+3% +$7.72K 0.1% 83
2023
Q4 		$260K Sell
2,529
-300
-11% -$28.9K 0.1% 85
2023
Q3 		$264K Sell
2,829
-5
-0.2% -$485 0.11% 77
2023
Q2 		$275K Buy
2,834
+54
+2% +$5.06K 0.11% 75
2023
Q1 		$256K Sell
2,780
-85
-3% -$7.7K 0.11% 77
2022
Q4 		$254K Hold
2,865
– – 0.13% 69
2022
Q3 		$226K Buy
2,865
+274
+11% +$24.1K 0.12% 76
2022
Q2 		$240K Buy
+2,591
New +$240K 0.12% 68
2022
Q1 		– Hold
0
– – – 62
2021
Q4 		– Hold
0
– – – 64
2021
Q3 		– Hold
0
– – – 64
2021
Q2 		– Sell
-2,930
Closed -$299K – 60
2021
Q1 		$285K Buy
2,930
+78
+3% +$7.5K 0.2% 59
2020
Q4 		$264K Buy
+2,852
New +$247K 0.22% 57

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

Prosperity Planning's VT Position: Q2 2026 in Review

Prosperity Planning increased its Vanguard Total World Stock ETF (VT) stake by 1.4% in Q2 2026, buying an estimated $5.8K and bringing the position to 2,710 shares worth $425K. The position accounts for 0.1% of the portfolio, ranked #84.

Prosperity Planning first reported a position in VT in Q4 2020 and has held it in 19 quarters since. 1,315 funds tracked by Wall St. Rank hold VT as of Q2 2026.

  • Prosperity Planning held 2,710 shares of Vanguard Total World Stock ETF worth $425K as of Q2 2026.
  • Prosperity Planning bought 38 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $5.8K.
  • Vanguard Total World Stock ETF made up 0.1% of Prosperity Planning's portfolio in Q2 2026, its #84 holding.
  • Prosperity Planning first reported a position in Vanguard Total World Stock ETF in Q4 2020 and has held it in 19 quarters since.
  • 1,315 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Prosperity Planning's 13F filing for Q2 2026, filed 10 Jul 2026.