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

Boston Standard Wealth 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 		$431K Sell
2,732
-36
-1% -$5.71K 0.06% 40
2026
Q2 		$433K Buy
2,768
+231
+9% +$35.2K 0.06% 40
2026
Q1 		$354K Sell
2,537
-67
-3% -$9.6K 0.06% 46
2025
Q4 		$367K Sell
2,604
-1
-0% -$140 0.06% 41
2025
Q3 		$359K Buy
2,605
+7
+0.3% +$930 0.06% 40
2025
Q2 		$334K Sell
2,598
-178
-6% -$21.3K 0.06% 40
2025
Q1 		$313K Buy
2,776
+109
+4% +$13K 0.07% 38
2024
Q4 		$313K Sell
2,667
-65
-2% -$7.8K 0.06% 39
2024
Q3 		$327K Sell
2,732
-44
-2% -$5.06K 0.06% 38
2024
Q2 		$313K Buy
2,776
+14
+0.5% +$1.54K 0.07% 38
2024
Q1 		$305K Sell
2,762
-66
-2% -$6.98K 0.07% 38
2023
Q4 		$264K Hold
2,828
– – 0.07% 40
2023
Q3 		$264K Sell
2,828
-41
-1% -$3.98K 0.07% 40
2023
Q2 		$278K Buy
2,869
+42
+1% +$3.94K 0.07% 38
2023
Q1 		$260K Sell
2,827
-56
-2% -$5.07K 0.07% 36
2022
Q4 		$248K Sell
2,883
-498
-15% -$42.5K 0.07% 37
2022
Q3 		$267K Buy
3,381
+16
+0.5% +$1.41K 0.09% 33
2022
Q2 		$289K Sell
3,365
-11
-0.3% -$1.02K 0.09% 33
2022
Q1 		$342K Sell
3,376
-211
-6% -$21.4K 0.1% 34
2021
Q4 		$385K Buy
3,587
+58
+2% +$6.16K 0.11% 32
2021
Q3 		$359K Sell
3,529
-58
-2% -$6.08K 0.11% 32
2021
Q2 		$372K Buy
3,587
+9
+0.3% +$918 0.11% 31
2021
Q1 		$347K Buy
+3,578
New +$344K 0.11% 31
2020
Q4 		– Sell
-3,631
Closed -$293K – 37
2020
Q3 		$293K Buy
3,631
+19
+0.5% +$1.52K 0.12% 31
2020
Q2 		$270K Sell
3,612
-738
-17% -$52K 0.12% 31
2020
Q1 		$261K Buy
4,350
+183
+4% +$13.8K 0.14% 29
2019
Q4 		$338K Sell
4,167
-3
-0.1% -$233 0.15% 29
2019
Q3 		$312K Buy
4,170
+58
+1% +$4.33K 0.15% 27
2019
Q2 		$312K Buy
4,112
+31
+0.8% +$2.3K 0.15% 29
2019
Q1 		$302K Sell
4,081
-122
-3% -$8.66K 0.16% 30
2018
Q4 		$275K Sell
4,203
-78
-2% -$5.46K 0.16% 27
2018
Q3 		$324K Buy
+4,281
New +$322K 0.18% 26

Other funds holding VT

Rakuten Investment Management
Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Cambridge Associates
Cambridge Associates Boston, Massachusetts $6.78B AUM 11.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Mass General Brigham
Mass General Brigham Somerville, Massachusetts $456M AUM 27.51% 1-Year Est. Return
Permanent Capital Management
Permanent Capital Management Chicago, Illinois $637M AUM 13.34% 1-Year Est. Return
Angeles Wealth Management
Angeles Wealth Management Santa Monica, California $2.27B AUM 17.57% 1-Year Est. Return
Global Endowment Management
Global Endowment Management Charlotte, North Carolina $1.08B AUM 11.63% 1-Year Est. Return
SCS Capital Management
SCS Capital Management Boston, Massachusetts $11.2B AUM 12.39% 1-Year Est. Return

Boston Standard Wealth Management's VT Position: Q3 2026 in Review

Boston Standard Wealth Management reduced its Vanguard Total World Stock ETF (VT) stake by 1.3% in Q3 2026, selling an estimated $5.71K and leaving 2,732 shares worth $431K. The position accounts for 0.06% of the portfolio, ranked #40.

Boston Standard Wealth Management first reported a position in VT in Q3 2018 and has held it in 32 quarters since. The position peaked at $433K in Q2 2026. 1,190 funds tracked by Wall St. Rank hold VT as of Q3 2026.

  • Boston Standard Wealth Management held 2,732 shares of Vanguard Total World Stock ETF worth $431K as of Q3 2026.
  • Boston Standard Wealth Management sold 36 Vanguard Total World Stock ETF shares in Q3 2026, an estimated $5.71K.
  • Vanguard Total World Stock ETF made up 0.06% of Boston Standard Wealth Management's portfolio in Q3 2026, its #40 holding.
  • Boston Standard Wealth Management first reported a position in Vanguard Total World Stock ETF in Q3 2018 and has held it in 32 quarters since.
  • Boston Standard Wealth Management's Vanguard Total World Stock ETF position peaked at $433K in Q2 2026.
  • 1,190 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q3 2026.

Based on Boston Standard Wealth Management's 13F filing for Q3 2026, filed 7 Oct 2026.