Vested Financial Planning
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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
Q3 		$1M Buy
6,353
+74
+1% +$11.7K 0.7% 18
2026
Q2 		$985K Buy
6,279
+48
+0.8% +$7.32K 0.66% 15
2026
Q1 		$862K Buy
6,231
+81
+1% +$11.6K 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

Rakuten Investment Management
Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return
Angeles Wealth Management
Angeles Wealth Management Santa Monica, California $2.27B AUM 17.57% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return
Sageworth Trust
Sageworth Trust Lancaster, Pennsylvania $2.65B AUM 15.5% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Bernzott Capital Advisors
Bernzott Capital Advisors Camarillo, California $233M AUM 9.08% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
YC
Yarbrough Capital Franklin, Tennessee $3.58B AUM 26% 1-Year Est. Return

Vested Financial Planning's VT Position: Q3 2026 in Review

Vested Financial Planning increased its Vanguard Total World Stock ETF (VT) stake by 1.2% in Q3 2026, buying an estimated $11.7K and bringing the position to 6,353 shares worth $1M. The position accounts for 0.7% of the portfolio, ranked #18.

Vested Financial Planning first reported a position in VT in Q4 2024 and has held it in 8 quarters since. 587 funds tracked by Wall St. Rank hold VT as of Q3 2026.

  • Vested Financial Planning held 6,353 shares of Vanguard Total World Stock ETF worth $1M as of Q3 2026.
  • Vested Financial Planning bought 74 Vanguard Total World Stock ETF shares in Q3 2026, an estimated $11.7K.
  • Vanguard Total World Stock ETF made up 0.7% of Vested Financial Planning's portfolio in Q3 2026, its #18 holding.
  • Vested Financial Planning first reported a position in Vanguard Total World Stock ETF in Q4 2024 and has held it in 8 quarters since.
  • 587 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q3 2026.

Based on Vested Financial Planning's 13F filing for Q3 2026, filed 28 Oct 2026.