Kohmann Bosshard Financial Services’s Vanguard Total World Stock ETF VT Stock Holding History

Kohmann Bosshard Financial Services’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 Q1	–	Sell	-23	Closed	-$3.12K	–	607
2025 Q4	$3.12K	Buy	+23	New	+$3.21K	﹤0.01%	950
2025 Q2	–	Sell	-2,707	Closed	-$320K	–	209
2025 Q1	$320K	Buy	2,707 +1,308	+93%	+$157K	0.04%	155
2024 Q4	$164K	Buy	+1,399	New	+$168K	0.02%	204

Other funds holding VT

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Kohmann Bosshard Financial Services's VT Position: Q1 2026 in Review

Kohmann Bosshard Financial Services sold out of Vanguard Total World Stock ETF (VT) in Q1 2026, closing a stake of 23 shares — an estimated $3.12K sold.

Kohmann Bosshard Financial Services first reported a position in VT in Q4 2024 and held it in 3 quarters. The position peaked at $320K in Q1 2025. 1,232 funds tracked by Wall St. Rank hold VT as of Q1 2026.

Kohmann Bosshard Financial Services reported no remaining Vanguard Total World Stock ETF position as of Q1 2026 after selling out during the quarter.
Kohmann Bosshard Financial Services sold 23 Vanguard Total World Stock ETF shares in Q1 2026, an estimated $3.12K.
Kohmann Bosshard Financial Services first reported a position in Vanguard Total World Stock ETF in Q4 2024 and held it in 3 quarters.
Kohmann Bosshard Financial Services's Vanguard Total World Stock ETF position peaked at $320K in Q1 2025.
1,232 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2026.

Based on Kohmann Bosshard Financial Services's 13F filing for Q1 2026, filed 23 Apr 2026.