WBCM
VT icon

Wilson & Boucher Capital Management’s Vanguard Total World Stock ETF VT Stock Holding History

Wilson & Boucher Capital Management’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 		$3.77M Buy
23,993
+666
+3% +$102K 2.21% 11
2026
Q1 		$3.23M Buy
23,327
+1,718
+8% +$247K 2.14% 11
2025
Q4 		$3.05M Buy
21,609
+907
+4% +$127K 2% 12
2025
Q3 		$2.85M Buy
20,702
+4,400
+27% +$585K 1.88% 14
2025
Q2 		$2.1M Buy
16,302
+1,701
+12% +$203K 1.46% 17
2025
Q1 		$1.69M Buy
14,601
+801
+6% +$95.8K 1.26% 19
2024
Q4 		$1.62M Buy
13,800
+3,700
+37% +$444K 1.15% 20
2024
Q3 		$1.21M Buy
10,100
+2,870
+40% +$330K 0.83% 35
2024
Q2 		$814K Buy
7,230
+300
+4% +$33.1K 0.62% 44
2024
Q1 		$766K Buy
6,930
+1,100
+19% +$116K 0.6% 50
2023
Q4 		$600K Buy
5,830
+1,800
+45% +$173K 0.51% 60
2023
Q3 		$376K Buy
4,030
+950
+31% +$92.2K 0.36% 72
2023
Q2 		$299K Sell
3,080
-350
-10% -$32.8K 0.27% 82
2023
Q1 		$316K Sell
3,430
-320
-9% -$29K 0.3% 79
2022
Q4 		$323K Buy
3,750
+100
+3% +$8.54K 0.33% 77
2022
Q3 		$288K Sell
3,650
-1,000
-22% -$87.9K 0.34% 77
2022
Q2 		$397K Buy
4,650
+2,200
+90% +$203K 0.44% 70
2022
Q1 		$248K Buy
2,450
+200
+9% +$20.3K 0.22% 95
2021
Q4 		$242K Buy
+2,250
New +$239K 0.22% 98

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

Wilson & Boucher Capital Management's VT Position: Q2 2026 in Review

Wilson & Boucher Capital Management increased its Vanguard Total World Stock ETF (VT) stake by 2.9% in Q2 2026, buying an estimated $102K and bringing the position to 23,993 shares worth $3.77M. The position accounts for 2.21% of the portfolio, ranked #11.

Wilson & Boucher Capital Management first reported a position in VT in Q4 2021 and has held it in 19 quarters since. 1,320 funds tracked by Wall St. Rank hold VT as of Q2 2026.

  • Wilson & Boucher Capital Management held 23,993 shares of Vanguard Total World Stock ETF worth $3.77M as of Q2 2026.
  • Wilson & Boucher Capital Management bought 666 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $102K.
  • Vanguard Total World Stock ETF made up 2.21% of Wilson & Boucher Capital Management's portfolio in Q2 2026, its #11 holding.
  • Wilson & Boucher Capital Management first reported a position in Vanguard Total World Stock ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,320 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Wilson & Boucher Capital Management's 13F filing for Q2 2026, filed 19 Aug 2026.