Bradley Foster & Sargent’s Vanguard Total World Stock ETF VT Stock Holding History

Bradley Foster & Sargent’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	$458K	Buy	2,920 +3	+0.1%	+$458	0.01%	421
2026 Q1	$403K	Buy	2,917 +1	+0%	+$144	0.01%	418
2025 Q4	$411K	Hold	2,916	–	–	0.01%	418
2025 Q3	$402K	Buy	2,916 +12	+0.4%	+$1.59K	0.01%	417
2025 Q2	$373K	Buy	2,904 +48	+2%	+$5.74K	0.01%	432
2025 Q1	$331K	Buy	+2,856	New	+$342K	0.01%	391

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

Bradley Foster & Sargent's VT Position: Q2 2026 in Review

Bradley Foster & Sargent increased its Vanguard Total World Stock ETF (VT) stake by 0.1% in Q2 2026, buying an estimated $458 and bringing the position to 2,920 shares worth $458K. The position accounts for 0.01% of the portfolio, ranked #421.

Bradley Foster & Sargent first reported a position in VT in Q1 2025 and has held it in 6 quarters since. 1,317 funds tracked by Wall St. Rank hold VT as of Q2 2026.

Bradley Foster & Sargent held 2,920 shares of Vanguard Total World Stock ETF worth $458K as of Q2 2026.
Bradley Foster & Sargent bought 3 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $458.
Vanguard Total World Stock ETF made up 0.01% of Bradley Foster & Sargent's portfolio in Q2 2026, its #421 holding.
Bradley Foster & Sargent first reported a position in Vanguard Total World Stock ETF in Q1 2025 and has held it in 6 quarters since.
1,317 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Bradley Foster & Sargent's 13F filing for Q2 2026, filed 14 Aug 2026.