Bradley & Co Private Wealth Management’s Vanguard Total World Stock ETF VT Stock Holding History

Bradley & Co Private 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 Q1	$23K	Hold	166	–	–	0.01%	112
2025 Q4	$23.4K	Sell	166 -169	-50%	-$23.6K	0.01%	109
2025 Q3	$46.2K	Hold	335	–	–	0.03%	82
2025 Q2	$43.1K	Buy	+335	New	+$40.1K	0.03%	79
2023 Q4	–	Sell	-4,130	Closed	-$385K	–	210
2023 Q3	$385K	Hold	4,130	–	–	0.4%	23
2023 Q2	$401K	Buy	+4,130	New	+$387K	0.4%	23

Other funds holding VT

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bradley & Co Private Wealth Management's VT Position: Q1 2026 in Review

Bradley & Co Private Wealth Management held its Vanguard Total World Stock ETF (VT) position steady in Q1 2026 at 166 shares worth $23K. The position accounts for 0.01% of the portfolio, ranked #112.

Bradley & Co Private Wealth Management first reported a position in VT in Q2 2023 and has held it in 6 quarters since. The position peaked at $401K in Q2 2023. 1,229 funds tracked by Wall St. Rank hold VT as of Q1 2026.

Bradley & Co Private Wealth Management held 166 shares of Vanguard Total World Stock ETF worth $23K as of Q1 2026.
Bradley & Co Private Wealth Management left its Vanguard Total World Stock ETF share count unchanged in Q1 2026.
Vanguard Total World Stock ETF made up 0.01% of Bradley & Co Private Wealth Management's portfolio in Q1 2026, its #112 holding.
Bradley & Co Private Wealth Management first reported a position in Vanguard Total World Stock ETF in Q2 2023 and has held it in 6 quarters since.
Bradley & Co Private Wealth Management's Vanguard Total World Stock ETF position peaked at $401K in Q2 2023.
1,229 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2026.

Based on Bradley & Co Private Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.