Vested Financial Planning’s Vanguard Total World Stock ETF VT Stock Holding History

Vested Financial 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	$985K	Buy	6,279 +48	+0.8%	+$7.32K	0.66%	15
2026 Q1	$862K	Buy	6,231 +81	+1%	+$11.7K	0.66%	17
2025 Q4	$867K	Buy	6,150 +98	+2%	+$13.7K	0.67%	16
2025 Q3	$834K	Buy	6,052 +3,130	+107%	+$416K	0.68%	17
2025 Q2	$375K	Buy	2,922 +213	+8%	+$25.5K	0.33%	22
2025 Q1	$314K	Sell	2,709 -475	-15%	-$56.8K	0.31%	20
2024 Q4	$374K	Buy	+3,184	New	+$382K	0.35%	20

Other funds holding VT

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Brandywine Trust Hockessin, Delaware $621M AUM 15.59% 1-Year Est. Return

Vested Financial Planning's VT Position: Q2 2026 in Review

Vested Financial Planning increased its Vanguard Total World Stock ETF (VT) stake by 0.77% in Q2 2026, buying an estimated $7.32K and bringing the position to 6,279 shares worth $985K. The position accounts for 0.66% of the portfolio, ranked #15.

Vested Financial Planning first reported a position in VT in Q4 2024 and has held it in 7 quarters since. 1,317 funds tracked by Wall St. Rank hold VT as of Q2 2026.

Vested Financial Planning held 6,279 shares of Vanguard Total World Stock ETF worth $985K as of Q2 2026.
Vested Financial Planning bought 48 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $7.32K.
Vanguard Total World Stock ETF made up 0.66% of Vested Financial Planning's portfolio in Q2 2026, its #15 holding.
Vested Financial Planning first reported a position in Vanguard Total World Stock ETF in Q4 2024 and has held it in 7 quarters since.
1,317 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Vested Financial Planning's 13F filing for Q2 2026, filed 5 Aug 2026.