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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
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

AWM
Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
ZF
Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return
TAS
TIFF Advisory Services Radnor, Pennsylvania $408M AUM 20.34% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
DWM
Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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. 631 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.
  • 631 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.