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Vanguard Total World Stock Idx shares owned by Capital Planning

Quarter-by-quarter ownership of Vanguard Total World Stock Idx (VT) shares owned by Capital Planning from 13F filings

Historical chart of Capital Planning investment in Vanguard Total World Stock Idx

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Total World Stock Idx held by Capital Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Total World Stock Idx by Capital Planning

Quarter filed	Position value	Share count	Share price at filing
2026-03-31	$251k	1.8k	138.34

More positions owned by Capital Planning

iShares Core S&P 500 ETF Exchange Traded Fund (IVV)

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Microsoft Corp Common Stock (MSFT)

iShares Core Dividend Growth ETF Exchange Traded Fund (DGRO)

Vanguard Large-Cap ETF Exchange Traded Fund (VV)

Vanguard Mid-Cap ETF Exchange Traded Fund (VO)

Vanguard Information Technology ETF Exchange Traded Fund (VGT)

Vanguard Small-Cap ETF Exchange Traded Fund (VB)

iShares MSCI USA Min Vol Factor ETF Exchange Traded Fund (USMV)

Vanguard Mega Cap Value ETF Exchange Traded Fund (MGV)

Vanguard Mega Cap Growth ETF Exchange Traded Fund (MGK)

Vanguard Growth ETF Exchange Traded Fund (VUG)

Technology Select Sector SPDR ETF Exchange Traded Fund (XLK)

iShares MSCI USA Momentum Factor ETF Exchange Traded Fund (MTUM)

Boeing Common Stock (BA)

View all positions for Capital Planning

Top funds holding Vanguard Total World Stock Idx

Rakuten Investment Management

Cambridge Associates

Bank of America Corporation

Envestnet Asset Management

Schroder Investment Management Group

Northwestern Mutual Wealth Management Company

Royal Bank of Canada

Brandywine Trust Company

Alliancebernstein

Angeles Wealth Management

View all funds holding Vanguard Total World Stock Idx

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