XY Planning Network’s Vanguard Total World Stock ETF VT Stock Holding History

XY Planning Network’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	$5.38M	Sell	34,309 -1,645	-5%	-$251K	0.68%	35
2026 Q1	$5.02M	Buy	35,954 +8,013	+29%	+$1.15M	0.8%	30
2025 Q4	$3.94M	Buy	27,941 +14,703	+111%	+$2.06M	0.69%	33
2025 Q3	$1.7M	Hold	13,238	–	–	0.58%	48
2025 Q2	$1.7M	Buy	13,238 +10,395	+366%	+$1.24M	0.58%	48
2025 Q1	$330K	Buy	+2,843	New	+$340K	0.22%	77

Other funds holding VT

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

BCA

Bernzott Capital Advisors Camarillo, California $250M AUM 26.89% 1-Year Est. Return

Threadgill Financial Spring, Texas $243M AUM 10.69% 1-Year Est. Return

PWM

Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

FWA

FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

TCK

Topor & Co Korea Seoul $127M AUM

SCP

Sivia Capital Partners Mill Valley, California $822M AUM 48.82% 1-Year Est. Return

XY Planning Network's VT Position: Q2 2026 in Review

XY Planning Network reduced its Vanguard Total World Stock ETF (VT) stake by 4.6% in Q2 2026, selling an estimated $251K and leaving 34,309 shares worth $5.38M. The position accounts for 0.68% of the portfolio, ranked #35.

XY Planning Network first reported a position in VT in Q1 2025 and has held it in 6 quarters since. 433 funds tracked by Wall St. Rank hold VT as of Q2 2026.

XY Planning Network held 34,309 shares of Vanguard Total World Stock ETF worth $5.38M as of Q2 2026.
XY Planning Network sold 1,645 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $251K.
Vanguard Total World Stock ETF made up 0.68% of XY Planning Network's portfolio in Q2 2026, its #35 holding.
XY Planning Network first reported a position in Vanguard Total World Stock ETF in Q1 2025 and has held it in 6 quarters since.
433 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on XY Planning Network's 13F filing for Q2 2026, filed 15 Jul 2026.