United Financial Planning Group LLC Vanguard Total World Stk Index Transaction History
United Financial Planning Group LLC
- $159 Billion
- Q3 2025
A detailed history of United Financial Planning Group LLC transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, United Financial Planning Group LLC holds 32,061 shares of VT stock, worth $4.53 Million. This represents 1.09% of its overall portfolio holdings.
Number of Shares
32,061Holding current value
$4.53 Million% of portfolio
1.09%Shares
1 transactions
Others Institutions Holding VT
# of Institutions
1,209Shares Held
114MCall Options Held
314KPut Options Held
98.6K-
Rakuten Investment Management, Inc. Tokyo, M015.5MShares$2.19 Billion6.99% of portfolio
-
Schroder Investment Management Group London, X06.92MShares$977 Million0.78% of portfolio
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Cambridge Associates LLC Boston, MA5.55MShares$784 Million14.23% of portfolio
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Morgan Stanley New York, NY4.99MShares$705 Million0.04% of portfolio
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Us Bancorp \De\3.97MShares$561 Million0.66% of portfolio