BWL
VT icon

Bogart Wealth LLC’s Vanguard Total World Stock ETF VT Stock Holding History

Bogart Wealth LLC’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 		$207K Buy
1,321
+2
+0.2% +$305 0.01% 277
2026
Q1 		$182K Hold
1,319
– – 0.01% 270
2025
Q4 		$186K Buy
1,319
+42
+3% +$5.87K 0.01% 259
2025
Q3 		$176K Buy
1,277
+2
+0.2% +$266 0.01% 262
2025
Q2 		$164K Buy
1,275
+3
+0.2% +$359 0.01% 261
2025
Q1 		$147K Buy
1,272
+162
+15% +$19.4K 0.01% 256
2024
Q4 		$130K Sell
1,110
-113
-9% -$13.6K 0.01% 266
2024
Q3 		$146K Buy
1,223
+121
+11% +$13.9K 0.01% 255
2024
Q2 		$124K Buy
1,102
+57
+5% +$6.29K 0.01% 268
2024
Q1 		$115K Buy
1,045
+97
+10% +$10.3K 0.01% 260
2023
Q4 		$97.5K Buy
948
+54
+6% +$5.2K 0.01% 274
2023
Q3 		$83.3K Buy
894
+2
+0.2% +$194 0.01% 268
2023
Q2 		$86.5K Buy
892
+3
+0.3% +$281 0.01% 253
2023
Q1 		$81.9K Buy
889
+2
+0.2% +$181 0.01% 250
2022
Q4 		$76.5K Buy
887
+5
+0.6% +$427 0.01% 253
2022
Q3 		$70K Buy
882
+4
+0.5% +$351 0.01% 256
2022
Q2 		$75K Buy
878
+56
+7% +$5.18K 0.01% 239
2022
Q1 		$83K Buy
822
+489
+147% +$49.5K 0.01% 228
2021
Q4 		$36K Buy
333
+30
+10% +$3.19K ﹤0.01% 301
2021
Q3 		$31K Buy
303
+1
+0.3% +$105 ﹤0.01% 301
2021
Q2 		$31K Buy
302
+41
+16% +$4.18K ﹤0.01% 293
2021
Q1 		$25K Buy
+261
New +$25.1K ﹤0.01% 294

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

Bogart Wealth LLC's VT Position: Q2 2026 in Review

Bogart Wealth LLC increased its Vanguard Total World Stock ETF (VT) stake by 0.15% in Q2 2026, buying an estimated $305 and bringing the position to 1,321 shares worth $207K. The position accounts for 0.01% of the portfolio, ranked #277.

Bogart Wealth LLC first reported a position in VT in Q1 2021 and has held it in 22 quarters since. 1,321 funds tracked by Wall St. Rank hold VT as of Q2 2026.

  • Bogart Wealth LLC held 1,321 shares of Vanguard Total World Stock ETF worth $207K as of Q2 2026.
  • Bogart Wealth LLC bought 2 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $305.
  • Vanguard Total World Stock ETF made up 0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #277 holding.
  • Bogart Wealth LLC first reported a position in Vanguard Total World Stock ETF in Q1 2021 and has held it in 22 quarters since.
  • 1,321 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.