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

Total Wealth 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
2025
Q4 		– Sell
-5,847
Closed -$806K – 105
2025
Q3 		$806K Sell
5,847
-1,101
-16% -$146K 0.09% 65
2025
Q2 		$893K Sell
6,948
-4,474
-39% -$535K 0.11% 61
2025
Q1 		$1.32M Sell
11,422
-2,435
-18% -$291K 0.2% 43
2024
Q4 		$1.63M Sell
13,857
-1,069
-7% -$128K 0.25% 41
2024
Q3 		$1.79M Sell
14,926
-1,878
-11% -$216K 0.28% 40
2024
Q2 		$1.97M Sell
16,804
-4,464
-21% -$492K 0.32% 39
2024
Q1 		$2.35M Sell
21,268
-843
-4% -$89.1K 0.4% 38
2023
Q4 		$2.27M Buy
22,111
+17
+0.1% +$1.64K 0.41% 38
2023
Q3 		$2.06M Sell
22,094
-3,000
-12% -$291K 0.42% 39
2023
Q2 		$2.43M Sell
25,094
-1,726
-6% -$162K 0.51% 37
2023
Q1 		$2.47M Sell
26,820
-354
-1% -$32.1K 0.54% 36
2022
Q4 		$2.34M Buy
27,174
+3,418
+14% +$292K 0.58% 35
2022
Q3 		$1.87M Buy
23,756
+1,208
+5% +$106K 0.53% 30
2022
Q2 		$1.92M Sell
22,548
-2,116
-9% -$196K 0.56% 30
2022
Q1 		$2.5M Buy
+24,664
New +$2.5M 0.67% 30
2021
Q4 		– Sell
-23,983
Closed -$2.44M – 46
2021
Q3 		$2.44M Buy
23,983
+47
+0.2% +$4.93K 0.89% 19
2021
Q2 		$2.48M Buy
23,936
+319
+1% +$32.5K 0.97% 18
2021
Q1 		$2.3M Sell
23,617
-654
-3% -$62.9K 0.97% 18
2020
Q4 		$2.25M Buy
24,271
+1,057
+5% +$91.7K 1.04% 17
2020
Q3 		$1.87M Buy
+23,214
New +$1.86M 0.97% 18

Other funds holding VT

RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Total Wealth Planning's VT Position: Q4 2025 in Review

Total Wealth Planning sold out of Vanguard Total World Stock ETF (VT) in Q4 2025, closing a stake of 5,847 shares — an estimated $806K sold.

Total Wealth Planning first reported a position in VT in Q3 2020 and held it in 20 quarters. The position peaked at $2.5M in Q1 2022. 1,208 funds tracked by Wall St. Rank hold VT as of Q4 2025.

  • Total Wealth Planning reported no remaining Vanguard Total World Stock ETF position as of Q4 2025 after selling out during the quarter.
  • Total Wealth Planning sold 5,847 Vanguard Total World Stock ETF shares in Q4 2025, an estimated $806K.
  • Total Wealth Planning first reported a position in Vanguard Total World Stock ETF in Q3 2020 and held it in 20 quarters.
  • Total Wealth Planning's Vanguard Total World Stock ETF position peaked at $2.5M in Q1 2022.
  • 1,208 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q4 2025.

Based on Total Wealth Planning's 13F filing for Q4 2025, filed 13 Feb 2026.