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BEACON HILL WEALTH MANAGEMENT LTD.’s Vanguard Total World Stock ETF VT Stock Holding History

BEACON HILL WEALTH MANAGEMENT LTD.’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 		$540K Buy
+3,438
New +$525K 0.37% 18

Other funds holding VT

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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AWM
Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PCM
Permanent Capital Management Chicago, Illinois $747M AUM 17.94% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

BEACON HILL WEALTH MANAGEMENT LTD.'s VT Position: Q2 2026 in Review

BEACON HILL WEALTH MANAGEMENT LTD. opened a new position in Vanguard Total World Stock ETF (VT) in Q2 2026: 3,438 shares worth $540K. The stake represents 0.37% of the portfolio and ranks #18 among its holdings.

1,089 funds tracked by Wall St. Rank hold VT as of Q2 2026.

  • BEACON HILL WEALTH MANAGEMENT LTD. held 3,438 shares of Vanguard Total World Stock ETF worth $540K as of Q2 2026.
  • Vanguard Total World Stock ETF was a new BEACON HILL WEALTH MANAGEMENT LTD. position in Q2 2026.
  • Vanguard Total World Stock ETF made up 0.37% of BEACON HILL WEALTH MANAGEMENT LTD.'s portfolio in Q2 2026, its #18 holding.
  • 1,089 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on BEACON HILL WEALTH MANAGEMENT LTD.'s 13F filing for Q2 2026, filed 11 Aug 2026.