Bedel Financial Consulting’s Vanguard Total World Stock ETF VT Stock Holding History

Bedel Financial Consulting’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	$336K	Hold	2,140	–	–	0.03%	228
2026 Q1	$296K	Hold	2,140	–	–	0.03%	229
2025 Q4	$302K	Hold	2,140	–	–	0.03%	220
2025 Q3	$295K	Hold	2,140	–	–	0.04%	218
2025 Q2	$275K	Hold	2,140	–	–	0.04%	226
2025 Q1	$253K	Hold	2,140	–	–	0.04%	226
2024 Q4	$261K	Sell	2,140 -53	-2%	-$6.36K	0.04%	222
2024 Q3	$263K	Buy	2,193 +53	+2%	+$6.09K	0.04%	216
2024 Q2	$241K	Hold	2,140	–	–	0.04%	216
2024 Q1	$236K	Hold	2,140	–	–	0.04%	224
2023 Q4	$220K	Buy	+2,140	New	+$206K	0.04%	221
2022 Q2	–	Sell	-700	Closed	-$71K	–	898
2022 Q1	$71K	Hold	700	–	–	0.02%	336
2021 Q4	$75K	Hold	700	–	–	0.02%	327
2021 Q3	$71K	Hold	700	–	–	0.02%	334
2021 Q2	$73K	Hold	700	–	–	0.03%	323
2021 Q1	$68K	Buy	+700	New	+$67.3K	0.03%	324

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

Bedel Financial Consulting's VT Position: Q2 2026 in Review

Bedel Financial Consulting held its Vanguard Total World Stock ETF (VT) position steady in Q2 2026 at 2,140 shares worth $336K. The position accounts for 0.03% of the portfolio, ranked #228.

Bedel Financial Consulting first reported a position in VT in Q1 2021 and has held it in 16 quarters since. 1,315 funds tracked by Wall St. Rank hold VT as of Q2 2026.

Bedel Financial Consulting held 2,140 shares of Vanguard Total World Stock ETF worth $336K as of Q2 2026.
Bedel Financial Consulting left its Vanguard Total World Stock ETF share count unchanged in Q2 2026.
Vanguard Total World Stock ETF made up 0.03% of Bedel Financial Consulting's portfolio in Q2 2026, its #228 holding.
Bedel Financial Consulting first reported a position in Vanguard Total World Stock ETF in Q1 2021 and has held it in 16 quarters since.
1,315 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Bedel Financial Consulting's 13F filing for Q2 2026, filed 29 Jul 2026.