Cabot-Wellington’s Vanguard Total World Stock ETF VT Stock Holding History

Cabot-Wellington’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	$227K	Sell	1,445 -414	-22%	-$63.2K	0.06%	5
2026 Q1	$257K	Hold	1,859	–	–	0.08%	5
2025 Q4	$262K	Hold	1,859	–	–	0.08%	5
2025 Q3	$256K	Hold	1,859	–	–	0.08%	5
2025 Q2	$239K	Hold	1,859	–	–	0.08%	5
2025 Q1	$216K	Hold	1,859	–	–	0.08%	5
2024 Q4	$218K	Hold	1,859	–	–	0.08%	4
2024 Q3	$223K	Hold	1,859	–	–	0.08%	4
2024 Q2	$209K	Hold	1,859	–	–	0.08%	4
2024 Q1	$205K	Buy	+1,859	New	+$197K	0.08%	4
2023 Q3	–	Sell	-3,725	Closed	-$361K	–	4
2023 Q2	$361K	Hold	3,725	–	–	0.2%	4
2023 Q1	$343K	Hold	3,725	–	–	0.2%	4
2022 Q4	$321K	Sell	3,725 -2,474	-40%	-$211K	0.2%	4
2022 Q3	$489K	Hold	6,199	–	–	0.33%	5
2022 Q2	$529K	Hold	6,199	–	–	0.32%	6
2022 Q1	$628K	Hold	6,199	–	–	0.31%	7
2021 Q4	$666K	Hold	6,199	–	–	0.31%	8
2021 Q3	$631K	Hold	6,199	–	–	0.29%	8
2021 Q2	$642K	Hold	6,199	–	–	0.29%	8
2021 Q1	$603K	Sell	6,199 -58	-0.9%	-$5.58K	0.29%	8
2020 Q4	$579K	Buy	+6,257	New	+$543K	0.29%	8

Other funds holding VT

AWM

Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return

TAS

TIFF Advisory Services Radnor, Pennsylvania $408M AUM 20.34% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

3AM

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Cabot-Wellington's VT Position: Q2 2026 in Review

Cabot-Wellington reduced its Vanguard Total World Stock ETF (VT) stake by 22% in Q2 2026, selling an estimated $63.2K and leaving 1,445 shares worth $227K. The position accounts for 0.06% of the portfolio, ranked #5.

Cabot-Wellington first reported a position in VT in Q4 2020 and has held it in 21 quarters since. The position peaked at $666K in Q4 2021. 621 funds tracked by Wall St. Rank hold VT as of Q2 2026.

Cabot-Wellington held 1,445 shares of Vanguard Total World Stock ETF worth $227K as of Q2 2026.
Cabot-Wellington sold 414 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $63.2K.
Vanguard Total World Stock ETF made up 0.06% of Cabot-Wellington's portfolio in Q2 2026, its #5 holding.
Cabot-Wellington first reported a position in Vanguard Total World Stock ETF in Q4 2020 and has held it in 21 quarters since.
Cabot-Wellington's Vanguard Total World Stock ETF position peaked at $666K in Q4 2021.
621 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Cabot-Wellington's 13F filing for Q2 2026, filed 15 Jul 2026.