BOS Asset Management’s Vanguard Total World Stock ETF VT Stock Holding History

BOS Asset 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	$578K	Hold	3,685	–	–	0.13%	113
2026 Q1	$510K	Hold	3,685	–	–	0.13%	123
2025 Q4	$520K	Hold	3,685	–	–	0.14%	116
2025 Q3	$508K	Hold	3,685	–	–	0.14%	113
2025 Q2	$474K	Hold	3,685	–	–	0.15%	106
2025 Q1	$427K	Hold	3,685	–	–	0.15%	104
2024 Q4	$433K	Buy	3,685 +802	+28%	+$96.3K	0.16%	98
2024 Q3	$345K	Hold	2,883	–	–	0.13%	110
2024 Q2	$325K	Hold	2,883	–	–	0.15%	107
2024 Q1	$319K	Buy	2,883 +186	+7%	+$19.7K	0.17%	99
2023 Q4	$277K	Hold	2,697	–	–	0.19%	118
2023 Q3	$251K	Hold	2,697	–	–	0.18%	118
2023 Q2	$262K	Buy	2,697 +162	+6%	+$15.2K	0.2%	104
2023 Q1	$233K	Hold	2,535	–	–	0.19%	109
2022 Q4	$218K	Buy	+2,535	New	+$217K	0.2%	113

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

BOS Asset Management's VT Position: Q2 2026 in Review

BOS Asset Management held its Vanguard Total World Stock ETF (VT) position steady in Q2 2026 at 3,685 shares worth $578K. The position accounts for 0.13% of the portfolio, ranked #113.

BOS Asset Management first reported a position in VT in Q4 2022 and has held it in 15 quarters since. 1,315 funds tracked by Wall St. Rank hold VT as of Q2 2026.

BOS Asset Management held 3,685 shares of Vanguard Total World Stock ETF worth $578K as of Q2 2026.
BOS Asset Management left its Vanguard Total World Stock ETF share count unchanged in Q2 2026.
Vanguard Total World Stock ETF made up 0.13% of BOS Asset Management's portfolio in Q2 2026, its #113 holding.
BOS Asset Management first reported a position in Vanguard Total World Stock ETF in Q4 2022 and has held it in 15 quarters since.
1,315 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on BOS Asset Management's 13F filing for Q2 2026, filed 13 Jul 2026.