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Boston Financial Management’s Vanguard Total World Stock ETF VT Stock Holding History

Boston Financial 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
2024
Q4 		$294K Buy
2,502
+8
+0.3% +$960 0.01% 287
2024
Q3 		$298K Buy
+2,494
New +$287K 0.01% 282
2023
Q3 		– Sell
-2,635
Closed -$256K – 314
2023
Q2 		$256K Sell
2,635
-209
-7% -$19.6K 0.01% 287
2023
Q1 		$262K Buy
+2,844
New +$258K 0.01% 282

Other funds holding VT

TTSTC
Texas Treasury Safekeeping Trust Company Austin, Texas $628M AUM 15.58% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 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
NL
NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return

Boston Financial Management's VT Position: Q4 2024 in Review

Boston Financial Management increased its Vanguard Total World Stock ETF (VT) stake by 0.32% in Q4 2024, buying an estimated $960 and bringing the position to 2,502 shares worth $294K. The position accounts for 0.01% of the portfolio, ranked #287.

Boston Financial Management first reported a position in VT in Q1 2023 and has held it in 4 quarters since. The position peaked at $298K in Q3 2024. 1,015 funds tracked by Wall St. Rank hold VT as of Q4 2024.

  • Boston Financial Management held 2,502 shares of Vanguard Total World Stock ETF worth $294K as of Q4 2024.
  • Boston Financial Management bought 8 Vanguard Total World Stock ETF shares in Q4 2024, an estimated $960.
  • Vanguard Total World Stock ETF made up 0.01% of Boston Financial Management's portfolio in Q4 2024, its #287 holding.
  • Boston Financial Management first reported a position in Vanguard Total World Stock ETF in Q1 2023 and has held it in 4 quarters since.
  • Boston Financial Management's Vanguard Total World Stock ETF position peaked at $298K in Q3 2024.
  • 1,015 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q4 2024.

Based on Boston Financial Management's 13F filing for Q4 2024, filed 3 Feb 2025.