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 Q3	$582K	Hold	3,685	–	–	0.14%	112
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

GWM

GoalFusion Wealth Management Austin, Texas $250M AUM 10.76% 1-Year Est. Return

PAM

PartnerRe Asset Management Greenwich, Connecticut $162M AUM 1.4% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return

PPF

Pacific Park Financial Lagina Hills, California $169M AUM 11.63% 1-Year Est. Return

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Financial Symmetry Raleigh, North Carolina $313M AUM 16.11% 1-Year Est. Return

ANBOT

American National Bank of Texas Richardson, Texas $109M AUM 11.13% 1-Year Est. Return

BOS Asset Management's VT Position: Q3 2026 in Review

BOS Asset Management held its Vanguard Total World Stock ETF (VT) position steady in Q3 2026 at 3,685 shares worth $582K. The position accounts for 0.14% of the portfolio, ranked #112.

BOS Asset Management first reported a position in VT in Q4 2022 and has held it in 16 quarters since. 99 funds tracked by Wall St. Rank hold VT as of Q3 2026.

BOS Asset Management held 3,685 shares of Vanguard Total World Stock ETF worth $582K as of Q3 2026.
BOS Asset Management left its Vanguard Total World Stock ETF share count unchanged in Q3 2026.
Vanguard Total World Stock ETF made up 0.14% of BOS Asset Management's portfolio in Q3 2026, its #112 holding.
BOS Asset Management first reported a position in Vanguard Total World Stock ETF in Q4 2022 and has held it in 16 quarters since.
99 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q3 2026.

Based on BOS Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.