Bartlett & Co Wealth Management’s Vanguard Total World Stock ETF VT Stock Holding History

Bartlett & Co Wealth Management’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	$2.08M	Sell	13,274 -346	-3%	-$52.8K	0.03%	215
2026 Q1	$2.05M	Buy	13,620 +556	+4%	+$80K	0.03%	208
2025 Q4	$1.84M	Buy	13,064 +12	+0.1%	+$1.68K	0.02%	218
2025 Q3	$1.8M	Buy	13,052 +4	+0%	+$532	0.02%	219
2025 Q2	$1.68M	Buy	13,048 +1,054	+9%	+$126K	0.02%	216
2025 Q1	$1.39M	Sell	11,994 -96	-0.8%	-$11.5K	0.02%	226
2024 Q4	$1.42M	Sell	12,090 -39	-0.3%	-$4.68K	0.02%	222
2024 Q3	$1.45M	Buy	12,129 +655	+6%	+$75.3K	0.02%	222
2024 Q2	$1.29M	Buy	11,474 +8	+0.1%	+$882	0.02%	230
2024 Q1	$1.27M	Buy	11,466 +34	+0.3%	+$3.6K	0.02%	245
2023 Q4	$1.18M	Sell	11,432 -169	-1%	-$16.3K	0.02%	256
2023 Q3	$1.08M	Buy	11,601 +5	+0%	+$485	0.02%	256
2023 Q2	$1.12M	Sell	11,596 -515	-4%	-$48.3K	0.02%	260
2023 Q1	$1.12M	Sell	12,111 -373	-3%	-$33.8K	0.02%	221
2022 Q4	$1.08M	Sell	12,484 -60	-0.5%	-$5.13K	0.02%	224
2022 Q3	$989K	Buy	12,544 +6	+0%	+$527	0.02%	219
2022 Q2	$1.07M	Buy	12,538 +910	+8%	+$84.1K	0.02%	214
2022 Q1	$1.18M	Sell	11,628 -997	-8%	-$101K	0.02%	217
2021 Q4	$1.36M	Sell	12,625 -243	-2%	-$25.8K	0.02%	209
2021 Q3	$1.31M	Sell	12,868 -420	-3%	-$44K	0.03%	191
2021 Q2	$1.38M	Sell	13,288 -735	-5%	-$74.9K	0.03%	195
2021 Q1	$1.36M	Buy	14,023 +34	+0.2%	+$3.27K	0.03%	189
2020 Q4	$1.3M	Sell	13,989 -1,718	-11%	-$149K	0.03%	191
2020 Q3	$1.27M	Buy	15,707 +500	+3%	+$40.1K	0.03%	186
2020 Q2	$1.14M	Sell	15,207 -205	-1%	-$14.4K	0.03%	191
2020 Q1	$968K	Sell	15,412 -27	-0.2%	-$2.04K	0.03%	194
2019 Q4	$1.25M	Sell	15,439 -179	-1%	-$13.9K	0.03%	194
2019 Q3	$1.17M	Buy	15,618 +9,092	+139%	+$679K	0.03%	197
2019 Q2	$490K	Sell	6,526 -73	-1%	-$5.41K	0.02%	208
2019 Q1	$483K	Buy	6,599 +14	+0.2%	+$994	0.02%	206
2018 Q4	$431K	Buy	6,585 +45	+0.7%	+$3.15K	0.02%	205
2018 Q3	$498K	Sell	6,540 -200	-3%	-$15.1K	0.02%	204
2018 Q2	$494K	Sell	6,740 -1,685	-20%	-$126K	0.02%	201
2018 Q1	$620K	Buy	+8,425	New	+$639K	0.03%	183

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

Bartlett & Co Wealth Management's VT Position: Q2 2026 in Review

Bartlett & Co Wealth Management reduced its Vanguard Total World Stock ETF (VT) stake by 2.5% in Q2 2026, selling an estimated $52.8K and leaving 13,274 shares worth $2.08M. The position accounts for 0.03% of the portfolio, ranked #215.

Bartlett & Co Wealth Management first reported a position in VT in Q1 2018 and has held it in 34 quarters since. 1,315 funds tracked by Wall St. Rank hold VT as of Q2 2026.

Bartlett & Co Wealth Management held 13,274 shares of Vanguard Total World Stock ETF worth $2.08M as of Q2 2026.
Bartlett & Co Wealth Management sold 346 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $52.8K.
Vanguard Total World Stock ETF made up 0.03% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #215 holding.
Bartlett & Co Wealth Management first reported a position in Vanguard Total World Stock ETF in Q1 2018 and has held it in 34 quarters since.
1,315 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.