BEW
VT icon

Burton Enright Welch’s Vanguard Total World Stock ETF VT Stock Holding History

Burton Enright Welch’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 		$501K Buy
3,189
+85
+3% +$13K 0.06% 95
2026
Q1 		$429K Buy
3,104
+47
+2% +$6.76K 0.06% 98
2025
Q4 		$431K Sell
3,057
-77
-2% -$10.8K 0.06% 98
2025
Q3 		$432K Buy
3,134
+192
+7% +$25.5K 0.07% 92
2025
Q2 		$378K Buy
2,942
+590
+25% +$70.6K 0.07% 89
2025
Q1 		$273K Sell
2,352
-450
-16% -$53.8K 0.06% 91
2024
Q4 		$329K Buy
2,802
+185
+7% +$22.2K 0.07% 77
2024
Q3 		$313K Buy
2,617
+436
+20% +$50.1K 0.07% 77
2024
Q2 		$246K Sell
2,181
-135
-6% -$14.9K 0.06% 86
2024
Q1 		$256K Sell
2,316
-296
-11% -$31.3K 0.06% 76
2023
Q4 		$269K Buy
+2,612
New +$251K 0.07% 71

Other funds holding VT

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
BT
Brandywine Trust Hockessin, Delaware $621M AUM 15.59% 1-Year Est. Return

Burton Enright Welch's VT Position: Q2 2026 in Review

Burton Enright Welch increased its Vanguard Total World Stock ETF (VT) stake by 2.7% in Q2 2026, buying an estimated $13K and bringing the position to 3,189 shares worth $501K. The position accounts for 0.06% of the portfolio, ranked #95.

Burton Enright Welch first reported a position in VT in Q4 2023 and has held it in 11 quarters since. 1,315 funds tracked by Wall St. Rank hold VT as of Q2 2026.

  • Burton Enright Welch held 3,189 shares of Vanguard Total World Stock ETF worth $501K as of Q2 2026.
  • Burton Enright Welch bought 85 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $13K.
  • Vanguard Total World Stock ETF made up 0.06% of Burton Enright Welch's portfolio in Q2 2026, its #95 holding.
  • Burton Enright Welch first reported a position in Vanguard Total World Stock ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,315 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Burton Enright Welch's 13F filing for Q2 2026, filed 17 Jul 2026.