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Boyce & Associates Wealth Consulting’s Vanguard Total World Stock ETF VT Stock Holding History

Boyce & Associates Wealth Consulting’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 		$1.07M Sell
6,791
-400
-6% -$61K 0.74% 32
2026
Q1 		$995K Sell
7,191
-388
-5% -$55.8K 0.75% 32
2025
Q4 		$1.07M Sell
7,579
-524
-6% -$73.2K 0.9% 26
2025
Q3 		$1.12M Sell
8,103
-147
-2% -$19.5K 0.91% 25
2025
Q2 		$1.06M Sell
8,250
-1,441
-15% -$172K 0.97% 22
2025
Q1 		$1.12M Sell
9,691
-506
-5% -$60.5K 1.12% 20
2024
Q4 		$1.2M Sell
10,197
-349
-3% -$41.9K 1.21% 18
2024
Q3 		$1.26M Sell
10,546
-76
-0.7% -$8.74K 1.31% 14
2024
Q2 		$1.2M Sell
10,622
-554
-5% -$61.1K 1.41% 13
2024
Q1 		$1.23M Buy
11,176
+393
+4% +$41.6K 1.59% 12
2023
Q4 		$1.11M Buy
10,783
+110
+1% +$10.6K 1.61% 13
2023
Q3 		$994K Sell
10,673
-1,350
-11% -$131K 1.66% 14
2023
Q2 		$1.17M Buy
12,023
+17
+0.1% +$1.59K 1.95% 12
2023
Q1 		$1.1M Buy
12,006
+618
+5% +$56K 1.98% 13
2022
Q4 		$982K Sell
11,388
-351
-3% -$30K 1.88% 13
2022
Q3 		$926K Buy
11,739
+257
+2% +$22.6K 1.91% 13
2022
Q2 		$980K Buy
11,482
+97
+0.9% +$8.97K 1.78% 14
2022
Q1 		$1.15M Buy
+11,385
New +$1.15M 1.72% 16

Other funds holding VT

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AWM
Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return
ZF
Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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
BFG
Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return

Boyce & Associates Wealth Consulting's VT Position: Q2 2026 in Review

Boyce & Associates Wealth Consulting reduced its Vanguard Total World Stock ETF (VT) stake by 5.6% in Q2 2026, selling an estimated $61K and leaving 6,791 shares worth $1.07M. The position accounts for 0.74% of the portfolio, ranked #32.

Boyce & Associates Wealth Consulting first reported a position in VT in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.26M in Q3 2024. 789 funds tracked by Wall St. Rank hold VT as of Q2 2026.

  • Boyce & Associates Wealth Consulting held 6,791 shares of Vanguard Total World Stock ETF worth $1.07M as of Q2 2026.
  • Boyce & Associates Wealth Consulting sold 400 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $61K.
  • Vanguard Total World Stock ETF made up 0.74% of Boyce & Associates Wealth Consulting's portfolio in Q2 2026, its #32 holding.
  • Boyce & Associates Wealth Consulting first reported a position in Vanguard Total World Stock ETF in Q1 2022 and has held it in 18 quarters since.
  • Boyce & Associates Wealth Consulting's Vanguard Total World Stock ETF position peaked at $1.26M in Q3 2024.
  • 789 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Boyce & Associates Wealth Consulting's 13F filing for Q2 2026, filed 23 Jul 2026.