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 Q2	$433K	Buy	2,768 +231	+9%	+$35.2K	0.06%	40
2026 Q1	$354K	Sell	2,537 -67	-3%	-$9.64K	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

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

Boston Standard Wealth Management's VT Position: Q2 2026 in Review

Boston Standard Wealth Management increased its Vanguard Total World Stock ETF (VT) stake by 9.1% in Q2 2026, buying an estimated $35.2K and bringing the position to 2,768 shares worth $433K. 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 31 quarters since. 1,319 funds tracked by Wall St. Rank hold VT as of Q2 2026.

Boston Standard Wealth Management held 2,768 shares of Vanguard Total World Stock ETF worth $433K as of Q2 2026.
Boston Standard Wealth Management bought 231 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $35.2K.
Vanguard Total World Stock ETF made up 0.06% of Boston Standard Wealth Management's portfolio in Q2 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 31 quarters since.
1,319 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Boston Standard Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.