Beaumont Financial Advisors’s Vanguard Total World Stock ETF VT Stock Holding History

Beaumont Financial Advisors’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	$245K	Buy	1,559 +69	+5%	+$10.5K	0.02%	336
2026 Q1	$206K	Buy	+1,490	New	+$214K	0.01%	351
2025 Q4	–	Sell	-1,513	Closed	-$209K	–	413
2025 Q3	$209K	Buy	+1,513	New	+$201K	0.01%	382
2025 Q2	–	Sell	-91,626	Closed	-$10.6M	–	396
2025 Q1	$10.6M	Sell	91,626 -2,448	-3%	-$293K	0.83%	35
2024 Q4	$11.1M	Sell	94,074 -48,571	-34%	-$5.83M	0.83%	34
2024 Q3	$17.1M	Buy	142,645 +645	+0.5%	+$74.2K	1.33%	27
2024 Q2	$16M	Sell	142,000 -5,523	-4%	-$609K	1.28%	26
2024 Q1	$16.3M	Sell	147,523 -3,162	-2%	-$334K	1.34%	26
2023 Q4	$15.5M	Sell	150,685 -15,741	-9%	-$1.51M	1.41%	23
2023 Q3	$15.5M	Sell	166,426 -136,270	-45%	-$13.2M	1.55%	21
2023 Q2	$29.4M	Sell	302,696 -180,405	-37%	-$16.9M	2.71%	5
2023 Q1	$44.5M	Buy	+483,101	New	+$43.8M	4.5%	3
2022 Q2	–	Sell	-487,276	Closed	-$49.4M	–	370
2022 Q1	$49.4M	Sell	487,276 -169,637	-26%	-$17.2M	3.75%	3
2021 Q4	$70.6M	Buy	656,913 +10,568	+2%	+$1.12M	5.12%	2
2021 Q3	$65.8M	Buy	646,345 +11,078	+2%	+$1.16M	5.08%	2
2021 Q2	$65.8M	Buy	635,267 +179,315	+39%	+$18.3M	5.02%	2
2021 Q1	$44.4M	Buy	455,952 +90,076	+25%	+$8.66M	3.76%	2
2020 Q4	$33.9M	Buy	365,876 +89,400	+32%	+$7.75M	3.01%	3
2020 Q3	$22.3M	Buy	+276,476	New	+$22.2M	2.13%	11
2020 Q1	–	Sell	-3,336	Closed	-$270K	–	291
2019 Q4	$270K	Sell	3,336 -2,320	-41%	-$180K	0.03%	238
2019 Q3	$423K	Sell	5,656 -100	-2%	-$7.47K	0.04%	182
2019 Q2	$433K	Sell	5,756 -28	-0.5%	-$2.08K	0.04%	161
2019 Q1	$423K	Buy	5,784 +210	+4%	+$14.9K	0.05%	162
2018 Q4	$365K	Sell	5,574 -1,060	-16%	-$74.2K	0.06%	146
2018 Q3	$503K	Sell	6,634 -193	-3%	-$14.5K	0.05%	147
2018 Q2	$501K	Buy	6,827 +1,790	+36%	+$134K	0.05%	132
2018 Q1	$371K	Buy	+5,037	New	+$382K	0.04%	156

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

Beaumont Financial Advisors's VT Position: Q2 2026 in Review

Beaumont Financial Advisors increased its Vanguard Total World Stock ETF (VT) stake by 4.6% in Q2 2026, buying an estimated $10.5K and bringing the position to 1,559 shares worth $245K. The position accounts for 0.02% of the portfolio, ranked #336.

Beaumont Financial Advisors first reported a position in VT in Q1 2018 and has held it in 27 quarters since. The position peaked at $70.6M in Q4 2021. 1,315 funds tracked by Wall St. Rank hold VT as of Q2 2026.

Beaumont Financial Advisors held 1,559 shares of Vanguard Total World Stock ETF worth $245K as of Q2 2026.
Beaumont Financial Advisors bought 69 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $10.5K.
Vanguard Total World Stock ETF made up 0.02% of Beaumont Financial Advisors's portfolio in Q2 2026, its #336 holding.
Beaumont Financial Advisors first reported a position in Vanguard Total World Stock ETF in Q1 2018 and has held it in 27 quarters since.
Beaumont Financial Advisors's Vanguard Total World Stock ETF position peaked at $70.6M in Q4 2021.
1,315 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Beaumont Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.