CTA
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Chesley Taft & Associates’s Vanguard Total World Stock ETF VT Stock Holding History

Chesley Taft & Associates’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 		$963K Sell
6,137
-27
-0.4% -$4.12K 0.04% 230
2026
Q1 		$853K Buy
6,164
+709
+13% +$102K 0.04% 229
2025
Q4 		$769K Buy
5,455
+1,575
+41% +$220K 0.03% 246
2025
Q3 		$535K Buy
3,880
+8
+0.2% +$1.06K 0.02% 257
2025
Q2 		$498K Sell
3,872
-31
-0.8% -$3.71K 0.02% 255
2025
Q1 		$453K Buy
3,903
+113
+3% +$13.5K 0.02% 259
2024
Q4 		$445K Sell
3,790
-105
-3% -$12.6K 0.02% 260
2024
Q3 		$466K Buy
3,895
+10
+0.3% +$1.15K 0.02% 256
2024
Q2 		$438K Buy
3,885
+466
+14% +$51.4K 0.02% 250
2024
Q1 		$378K Buy
3,419
+71
+2% +$7.51K 0.02% 269
2023
Q4 		$344K Hold
3,348
– – 0.02% 269
2023
Q3 		$312K Buy
3,348
+4
+0.1% +$388 0.02% 257
2023
Q2 		$324K Sell
3,344
-4
-0.1% -$375 0.02% 260
2023
Q1 		$308K Buy
3,348
+325
+11% +$29.4K 0.02% 257
2022
Q4 		$261K Buy
3,023
+20
+0.7% +$1.71K 0.02% 268
2022
Q3 		$237K Sell
3,003
-2,938
-49% -$258K 0.02% 264
2022
Q2 		$507K Buy
5,941
+220
+4% +$20.3K 0.03% 219
2022
Q1 		$563K Buy
5,721
+580
+11% +$58.7K 0.03% 223
2021
Q4 		$552K Buy
5,141
+200
+4% +$21.3K 0.03% 226
2021
Q3 		$503K Buy
4,941
+265
+6% +$27.8K 0.03% 234
2021
Q2 		$484K Buy
4,676
+185
+4% +$18.9K 0.03% 234
2021
Q1 		$448K Buy
4,491
+215
+5% +$20.7K 0.03% 235
2020
Q4 		$396K Buy
4,276
+265
+7% +$23K 0.03% 232
2020
Q3 		$323K Buy
4,011
+80
+2% +$6.42K 0.02% 225
2020
Q2 		$294K Buy
3,931
+75
+2% +$5.29K 0.02% 230
2020
Q1 		$242K Buy
3,856
+353
+10% +$26.6K 0.02% 230
2019
Q4 		$284K Buy
3,503
+275
+9% +$21.4K 0.02% 244
2019
Q3 		$242K Buy
+3,228
New +$241K 0.02% 247

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

Chesley Taft & Associates's VT Position: Q2 2026 in Review

Chesley Taft & Associates reduced its Vanguard Total World Stock ETF (VT) stake by 0.44% in Q2 2026, selling an estimated $4.12K and leaving 6,137 shares worth $963K. The position accounts for 0.04% of the portfolio, ranked #230.

Chesley Taft & Associates first reported a position in VT in Q3 2019 and has held it in 28 quarters since. 230 funds tracked by Wall St. Rank hold VT as of Q2 2026.

  • Chesley Taft & Associates held 6,137 shares of Vanguard Total World Stock ETF worth $963K as of Q2 2026.
  • Chesley Taft & Associates sold 27 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $4.12K.
  • Vanguard Total World Stock ETF made up 0.04% of Chesley Taft & Associates's portfolio in Q2 2026, its #230 holding.
  • Chesley Taft & Associates first reported a position in Vanguard Total World Stock ETF in Q3 2019 and has held it in 28 quarters since.
  • 230 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Chesley Taft & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.