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Belmont Capital’s Vanguard Total World Stock ETF VT Stock Holding History

Belmont Capital’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
2025
Q2 		$155K Hold
1,205
– – 0.02% 131
2025
Q1 		$140K Hold
1,205
– – 0.03% 132
2024
Q4 		$142K Hold
1,205
– – 0.02% 93
2024
Q3 		$144K Hold
1,205
– – 0.02% 131
2024
Q2 		$136K Sell
1,205
-175
-13% -$19.3K 0.03% 140
2024
Q1 		$152K Hold
1,380
– – 0.04% 101
2023
Q4 		$142K Hold
1,380
– – 0.06% 88
2023
Q3 		$129K Hold
1,380
– – 0.07% 83
2023
Q2 		$134K Hold
1,380
– – 0.08% 53
2023
Q1 		$127K Hold
1,380
– – 0.11% 36
2022
Q4 		$119K Hold
1,380
– – 0.13% 34
2022
Q3 		$109K Hold
1,380
– – 0.13% 30
2022
Q2 		$118K Hold
1,380
– – 0.14% 23
2022
Q1 		$140K Hold
1,380
– – 0.14% 20
2021
Q4 		$148K Hold
1,380
– – 0.12% 19
2021
Q3 		$141K Hold
1,380
– – 0.11% 21
2021
Q2 		$143K Hold
1,380
– – 0.15% 18
2021
Q1 		$134K Hold
1,380
– – 0.17% 13
2020
Q4 		$128K Sell
1,380
-775
-36% -$67.2K 0.06% 15
2020
Q3 		$174K Buy
2,155
+775
+56% +$62.2K 0.07% 15
2020
Q2 		$103K Hold
1,380
– – 0.06% 15
2020
Q1 		$87K Hold
1,380
– – 0.08% 14
2019
Q4 		$112K Buy
+1,380
New +$107K 0.09% 13

Other funds holding VT

CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
BT
Brandywine Trust Hockessin, Delaware $552M AUM 5.23% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Belmont Capital's VT Position: Q2 2025 in Review

Belmont Capital held its Vanguard Total World Stock ETF (VT) position steady in Q2 2025 at 1,205 shares worth $155K. The position accounts for 0.02% of the portfolio, ranked #131.

Belmont Capital first reported a position in VT in Q4 2019 and has held it in 23 quarters since. The position peaked at $174K in Q3 2020. 1,030 funds tracked by Wall St. Rank hold VT as of Q2 2025.

  • Belmont Capital held 1,205 shares of Vanguard Total World Stock ETF worth $155K as of Q2 2025.
  • Belmont Capital left its Vanguard Total World Stock ETF share count unchanged in Q2 2025.
  • Vanguard Total World Stock ETF made up 0.02% of Belmont Capital's portfolio in Q2 2025, its #131 holding.
  • Belmont Capital first reported a position in Vanguard Total World Stock ETF in Q4 2019 and has held it in 23 quarters since.
  • Belmont Capital's Vanguard Total World Stock ETF position peaked at $174K in Q3 2020.
  • 1,030 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2025.

Based on Belmont Capital's 13F filing for Q2 2025, filed 12 Aug 2025.