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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
Q3 		$428K Hold
2,710
– – 0.09% 87
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

GWM
GoalFusion Wealth Management Austin, Texas $250M AUM 10.76% 1-Year Est. Return
PAM
PartnerRe Asset Management Greenwich, Connecticut $162M AUM 1.4% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
PPF
Pacific Park Financial Lagina Hills, California $169M AUM 11.63% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
FS
Financial Symmetry Raleigh, North Carolina $313M AUM 16.11% 1-Year Est. Return
ANBOT
American National Bank of Texas Richardson, Texas $109M AUM 11.13% 1-Year Est. Return

Prosperity Planning's VT Position: Q3 2026 in Review

Prosperity Planning held its Vanguard Total World Stock ETF (VT) position steady in Q3 2026 at 2,710 shares worth $428K. The position accounts for 0.09% of the portfolio, ranked #87.

Prosperity Planning first reported a position in VT in Q4 2020 and has held it in 20 quarters since. 99 funds tracked by Wall St. Rank hold VT as of Q3 2026.

  • Prosperity Planning held 2,710 shares of Vanguard Total World Stock ETF worth $428K as of Q3 2026.
  • Prosperity Planning left its Vanguard Total World Stock ETF share count unchanged in Q3 2026.
  • Vanguard Total World Stock ETF made up 0.09% of Prosperity Planning's portfolio in Q3 2026, its #87 holding.
  • Prosperity Planning first reported a position in Vanguard Total World Stock ETF in Q4 2020 and has held it in 20 quarters since.
  • 99 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q3 2026.

Based on Prosperity Planning's 13F filing for Q3 2026, filed 9 Oct 2026.