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BSW Wealth Partners’s Vanguard Total World Stock ETF VT Stock Holding History

BSW Wealth Partners’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 		$3.54M Buy
22,524
+995
+5% +$152K 0.39% 41
2026
Q1 		$2.98M Buy
21,529
+1,382
+7% +$199K 0.36% 46
2025
Q4 		$2.84M Buy
20,147
+1,122
+6% +$157K 0.34% 45
2025
Q3 		$2.62M Buy
19,025
+2,976
+19% +$395K 0.33% 43
2025
Q2 		$2.06M Buy
16,049
+565
+4% +$67.6K 0.28% 49
2025
Q1 		$1.8M Buy
15,484
+2,164
+16% +$259K 0.27% 51
2024
Q4 		$1.56M Sell
13,320
-201
-1% -$24.1K 0.23% 59
2024
Q3 		$1.62M Buy
13,521
+2,033
+18% +$234K 0.24% 53
2024
Q2 		$1.29M Sell
11,488
-84
-0.7% -$9.26K 0.21% 60
2024
Q1 		$1.28M Buy
11,572
+832
+8% +$88K 0.22% 65
2023
Q4 		$1.1M Buy
10,740
+631
+6% +$60.7K 0.22% 63
2023
Q3 		$942K Buy
10,109
+28
+0.3% +$2.72K 0.21% 67
2023
Q2 		$978K Buy
10,081
+827
+9% +$77.5K 0.2% 67
2023
Q1 		$852K Buy
9,254
+3
+0% +$272 0.17% 85
2022
Q4 		$797K Sell
9,251
-42
-0.5% -$3.59K 0.17% 83
2022
Q3 		$733K Buy
9,293
+2,846
+44% +$250K 0.18% 72
2022
Q2 		$550K Sell
6,447
-994
-13% -$91.9K 0.13% 111
2022
Q1 		$754K Buy
7,441
+1,002
+16% +$101K 0.19% 83
2021
Q4 		$692K Sell
6,439
-513
-7% -$54.5K 0.17% 86
2021
Q3 		$708K Sell
6,952
-61
-0.9% -$6.39K 0.2% 64
2021
Q2 		$727K Sell
7,013
-635
-8% -$64.8K 0.2% 69
2021
Q1 		$744K Buy
7,648
+187
+3% +$18K 0.21% 60
2020
Q4 		$691K Sell
7,461
-3
-0% -$260 0.21% 58
2020
Q3 		$602K Sell
7,464
-662
-8% -$53.1K 0.23% 54
2020
Q2 		$608K Buy
8,126
+949
+13% +$66.9K 0.2% 55
2020
Q1 		$451K Buy
7,177
+2,545
+55% +$192K 0.19% 54
2019
Q4 		$375K Buy
4,632
+20
+0.4% +$1.56K 0.13% 82
2019
Q3 		$345K Sell
4,612
-163
-3% -$12.2K 0.13% 69
2019
Q2 		$359K Sell
4,775
-600
-11% -$44.5K 0.14% 65
2019
Q1 		$393K Sell
5,375
-603
-10% -$42.8K 0.16% 56
2018
Q4 		$391K Buy
5,978
+44
+0.7% +$3.08K 0.15% 58
2018
Q3 		$450K Buy
5,934
+390
+7% +$29.4K 0.17% 51
2018
Q2 		$407K Sell
5,544
-473
-8% -$35.3K 0.18% 48
2018
Q1 		$443K Buy
6,017
+1,583
+36% +$120K 0.2% 42
2017
Q4 		$329K Buy
4,434
+34
+0.8% +$2.47K 0.14% 62
2017
Q3 		$311K Buy
4,400
+389
+10% +$27K 0.14% 58
2017
Q2 		$271K Sell
4,011
-688
-15% -$46K 0.12% 65
2017
Q1 		$306K Sell
4,699
-249
-5% -$15.9K 0.15% 53
2016
Q4 		$302K Buy
4,948
+4,726
+2,129% +$286K 0.16% 59
2016
Q3 		$3.65K Sell
222
-3,459
-94% -$209K 0.13% 59
2016
Q2 		$214K Sell
3,681
-153
-4% -$8.88K 0.12% 60
2016
Q1 		$221K Sell
3,834
-804
-17% -$43.8K 0.12% 60
2015
Q4 		$267K Sell
4,638
-246
-5% -$14.4K 0.13% 51
2015
Q3 		$270K Sell
4,884
-133
-3% -$7.9K 0.16% 49
2015
Q2 		$309K Sell
5,017
-858
-15% -$54.3K 0.2% 46
2015
Q1 		$362K Sell
5,875
-708
-11% -$43.2K 0.23% 37
2014
Q4 		$396K Sell
6,583
-1,235
-16% -$74.2K 0.32% 39
2014
Q3 		$472K Sell
7,818
-296
-4% -$18.4K 0.37% 33
2014
Q2 		$505K Sell
8,114
-1,440
-15% -$87.5K 0.4% 30
2014
Q1 		$570K Sell
9,554
-2,224
-19% -$130K 0.46% 28
2013
Q4 		$700K Sell
11,778
-1,540
-12% -$88.6K 0.56% 23
2013
Q3 		$740K Buy
13,318
+150
+1% +$8.16K 0.64% 19
2013
Q2 		$678K Buy
+13,168
New +$699K 0.6% 21

Other funds holding VT

FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
TF
Threadgill Financial Spring, Texas $243M AUM 10.69% 1-Year Est. Return
PWM
Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return
FWA
FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return
TCK
Topor & Co Korea Seoul $127M AUM
GWM
GoalFusion Wealth Management Austin, Texas $248M AUM 17.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

BSW Wealth Partners's VT Position: Q2 2026 in Review

BSW Wealth Partners increased its Vanguard Total World Stock ETF (VT) stake by 4.6% in Q2 2026, buying an estimated $152K and bringing the position to 22,524 shares worth $3.54M. The position accounts for 0.39% of the portfolio, ranked #41.

BSW Wealth Partners first reported a position in VT in Q2 2013 and has held it in 53 quarters since. 230 funds tracked by Wall St. Rank hold VT as of Q2 2026.

  • BSW Wealth Partners held 22,524 shares of Vanguard Total World Stock ETF worth $3.54M as of Q2 2026.
  • BSW Wealth Partners bought 995 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $152K.
  • Vanguard Total World Stock ETF made up 0.39% of BSW Wealth Partners's portfolio in Q2 2026, its #41 holding.
  • BSW Wealth Partners first reported a position in Vanguard Total World Stock ETF in Q2 2013 and has held it in 53 quarters since.
  • 230 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on BSW Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.