UFPG
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United Financial Planning Group’s Vanguard Total World Stock ETF VT Stock Holding History

United Financial Planning Group’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
-32,061
Closed -$1.74M – 511
2025
Q3 		$1.74M Buy
+32,061
New +$4.26M 1.09% 15

Other funds holding VT

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

United Financial Planning Group's VT Position: Q4 2025 in Review

United Financial Planning Group sold out of Vanguard Total World Stock ETF (VT) in Q4 2025, closing a stake of 32,061 shares — an estimated $1.74M sold.

United Financial Planning Group first reported a position in VT in Q3 2025 and held it in 1 quarter. The position peaked at $1.74M in Q3 2025. 1,211 funds tracked by Wall St. Rank hold VT as of Q4 2025.

  • United Financial Planning Group reported no remaining Vanguard Total World Stock ETF position as of Q4 2025 after selling out during the quarter.
  • United Financial Planning Group sold 32,061 Vanguard Total World Stock ETF shares in Q4 2025, an estimated $1.74M.
  • United Financial Planning Group first reported a position in Vanguard Total World Stock ETF in Q3 2025 and held it in 1 quarter.
  • United Financial Planning Group's Vanguard Total World Stock ETF position peaked at $1.74M in Q3 2025.
  • 1,211 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q4 2025.

Based on United Financial Planning Group's 13F filing for Q4 2025, filed 11 Feb 2026.