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

Xena 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 		$406K Sell
2,585
-514
-17% -$78.4K 0.39% 25
2026
Q1 		$429K Buy
3,099
+625
+25% +$89.9K 0.48% 22
2025
Q4 		$349K Buy
+2,474
New +$346K 0.41% 25

Other funds holding VT

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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
BT
Brandywine Trust Hockessin, Delaware $621M AUM 15.59% 1-Year Est. Return

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

Xena Financial Planning reduced its Vanguard Total World Stock ETF (VT) stake by 17% in Q2 2026, selling an estimated $78.4K and leaving 2,585 shares worth $406K. The position accounts for 0.39% of the portfolio, ranked #25.

Xena Financial Planning first reported a position in VT in Q4 2025 and has held it in 3 quarters since. The position peaked at $429K in Q1 2026. 1,312 funds tracked by Wall St. Rank hold VT as of Q2 2026.

  • Xena Financial Planning held 2,585 shares of Vanguard Total World Stock ETF worth $406K as of Q2 2026.
  • Xena Financial Planning sold 514 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $78.4K.
  • Vanguard Total World Stock ETF made up 0.39% of Xena Financial Planning's portfolio in Q2 2026, its #25 holding.
  • Xena Financial Planning first reported a position in Vanguard Total World Stock ETF in Q4 2025 and has held it in 3 quarters since.
  • Xena Financial Planning's Vanguard Total World Stock ETF position peaked at $429K in Q1 2026.
  • 1,312 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Xena Financial Planning's 13F filing for Q2 2026, filed 22 Jul 2026.