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Beaumont Capital Management’s Vanguard Total World Stock ETF VT Stock Holding History

Beaumont Capital 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 		$355K Buy
2,262
+14
+0.6% +$2.14K 0.41% 30
2026
Q1 		$311K Sell
2,248
-1,458
-39% -$210K 0.38% 29
2025
Q4 		$523K Sell
3,706
-202
-5% -$28.2K 0.64% 31
2025
Q3 		$539K Sell
3,908
-168
-4% -$22.3K 0.36% 44
2025
Q2 		$524K Buy
+4,076
New +$488K 0.36% 43
2025
Q1 		– Sell
-5,067
Closed -$595K – 74
2024
Q4 		$595K Sell
5,067
-355
-7% -$42.6K 0.46% 35
2024
Q3 		$649K Buy
5,422
+3,216
+146% +$370K 0.48% 36
2024
Q2 		$248K Buy
2,206
+144
+7% +$15.9K 0.19% 45
2024
Q1 		$228K Sell
2,062
-59
-3% -$6.24K 0.17% 46
2023
Q4 		$218K Buy
+2,121
New +$204K 0.17% 45
2022
Q2 		– Sell
-2,344
Closed -$237K – 42
2022
Q1 		$237K Sell
2,344
-87
-4% -$8.81K 0.15% 37
2021
Q4 		$261K Sell
2,431
-2,558
-51% -$272K 0.15% 39
2021
Q3 		$519K Buy
4,989
+2,608
+110% +$273K 0.44% 29
2021
Q2 		$246K Sell
2,381
-257
-10% -$26.2K 0.24% 28
2021
Q1 		$257K Buy
2,638
+85
+3% +$8.17K 0.26% 28
2020
Q4 		$236K Buy
+2,553
New +$221K 0.24% 28

Other funds holding VT

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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
BT
Brandywine Trust Hockessin, Delaware $621M AUM 15.59% 1-Year Est. Return

Beaumont Capital Management's VT Position: Q2 2026 in Review

Beaumont Capital Management increased its Vanguard Total World Stock ETF (VT) stake by 0.62% in Q2 2026, buying an estimated $2.14K and bringing the position to 2,262 shares worth $355K. The position accounts for 0.41% of the portfolio, ranked #30.

Beaumont Capital Management first reported a position in VT in Q4 2020 and has held it in 16 quarters since. The position peaked at $649K in Q3 2024. 1,317 funds tracked by Wall St. Rank hold VT as of Q2 2026.

  • Beaumont Capital Management held 2,262 shares of Vanguard Total World Stock ETF worth $355K as of Q2 2026.
  • Beaumont Capital Management bought 14 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $2.14K.
  • Vanguard Total World Stock ETF made up 0.41% of Beaumont Capital Management's portfolio in Q2 2026, its #30 holding.
  • Beaumont Capital Management first reported a position in Vanguard Total World Stock ETF in Q4 2020 and has held it in 16 quarters since.
  • Beaumont Capital Management's Vanguard Total World Stock ETF position peaked at $649K in Q3 2024.
  • 1,317 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Beaumont Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.