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Retirement Planning Group (Kansas)’s Vanguard Total World Stock ETF VT Stock Holding History

Retirement Planning Group (Kansas)’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 		$749K Buy
5,413
+2,164
+67% +$311K 0.02% 236
2025
Q4 		$458K Sell
3,249
-45
-1% -$6.29K 0.02% 279
2025
Q3 		$454K Sell
3,294
-72
-2% -$9.57K 0.02% 279
2025
Q2 		$433K Sell
3,366
-94
-3% -$11.2K 0.02% 220
2025
Q1 		$401K Hold
3,460
– – 0.02% 215
2024
Q4 		$406K Hold
3,460
– – 0.02% 197
2024
Q3 		$414K Hold
3,460
– – 0.02% 190
2024
Q2 		$390K Hold
3,460
– – 0.02% 174
2024
Q1 		$382K Buy
3,460
+1,227
+55% +$130K 0.03% 157
2023
Q4 		$230K Buy
+2,233
New +$215K 0.02% 174
2022
Q2 		– Sell
-2,571
Closed -$260K – 135
2022
Q1 		$260K Sell
2,571
-4,718
-65% -$478K 0.03% 92
2021
Q4 		$783K Buy
7,289
+4,718
+184% +$501K 0.08% 55
2021
Q3 		$262K Hold
2,571
– – 0.03% 78
2021
Q2 		$266K Buy
+2,571
New +$262K 0.03% 73
2020
Q2 		– Sell
-5,869
Closed -$369K – 63
2020
Q1 		$369K Buy
5,869
+2,443
+71% +$184K 0.09% 42
2019
Q4 		$277K Buy
3,426
+11
+0.3% +$856 0.06% 62
2019
Q3 		$255K Buy
3,415
+9
+0.3% +$672 0.05% 61
2019
Q2 		$256K Buy
3,406
+11
+0.3% +$815 0.06% 59
2019
Q1 		$248K Buy
+3,395
New +$241K 0.06% 63

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

Retirement Planning Group (Kansas)'s VT Position: Q1 2026 in Review

Retirement Planning Group (Kansas) increased its Vanguard Total World Stock ETF (VT) stake by 67% in Q1 2026, buying an estimated $311K and bringing the position to 5,413 shares worth $749K. The position accounts for 0.02% of the portfolio, ranked #236.

Retirement Planning Group (Kansas) first reported a position in VT in Q1 2019 and has held it in 19 quarters since. The position peaked at $783K in Q4 2021. 1,231 funds tracked by Wall St. Rank hold VT as of Q1 2026.

  • Retirement Planning Group (Kansas) held 5,413 shares of Vanguard Total World Stock ETF worth $749K as of Q1 2026.
  • Retirement Planning Group (Kansas) bought 2,164 Vanguard Total World Stock ETF shares in Q1 2026, an estimated $311K.
  • Vanguard Total World Stock ETF made up 0.02% of Retirement Planning Group (Kansas)'s portfolio in Q1 2026, its #236 holding.
  • Retirement Planning Group (Kansas) first reported a position in Vanguard Total World Stock ETF in Q1 2019 and has held it in 19 quarters since.
  • Retirement Planning Group (Kansas)'s Vanguard Total World Stock ETF position peaked at $783K in Q4 2021.
  • 1,231 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q1 2026, filed 4 May 2026.