Barrett & Company’s Vanguard Total World Stock ETF VT Stock Holding History

Barrett & Company’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	$83.7K	Buy	+533	New	+$81.3K	0.02%	263

Other funds holding VT

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Brandywine Trust Hockessin, Delaware $621M AUM 15.59% 1-Year Est. Return

Barrett & Company's VT Position: Q2 2026 in Review

Barrett & Company opened a new position in Vanguard Total World Stock ETF (VT) in Q2 2026: 533 shares worth $83.7K. The stake represents 0.02% of the portfolio and ranks #263 among its holdings.

1,315 funds tracked by Wall St. Rank hold VT as of Q2 2026.

Barrett & Company held 533 shares of Vanguard Total World Stock ETF worth $83.7K as of Q2 2026.
Vanguard Total World Stock ETF was a new Barrett & Company position in Q2 2026.
Vanguard Total World Stock ETF made up 0.02% of Barrett & Company's portfolio in Q2 2026, its #263 holding.
1,315 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Barrett & Company's 13F filing for Q2 2026, filed 24 Jul 2026.