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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
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 $49.2B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wilson & Boucher Capital Management's VT Position: Q1 2026 in Review

Wilson & Boucher Capital Management increased its Vanguard Total World Stock ETF (VT) stake by 8% in Q1 2026, buying an estimated $247K and bringing the position to 23,327 shares worth $3.23M. The position accounts for 2.14% of the portfolio, ranked #11.

Wilson & Boucher Capital Management first reported a position in VT in Q4 2021 and has held it in 18 quarters since. 1,231 funds tracked by Wall St. Rank hold VT as of Q1 2026.

  • Wilson & Boucher Capital Management held 23,327 shares of Vanguard Total World Stock ETF worth $3.23M as of Q1 2026.
  • Wilson & Boucher Capital Management bought 1,718 Vanguard Total World Stock ETF shares in Q1 2026, an estimated $247K.
  • Vanguard Total World Stock ETF made up 2.14% of Wilson & Boucher Capital Management's portfolio in Q1 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 18 quarters since.
  • 1,231 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2026.

Based on Wilson & Boucher Capital Management's 13F filing for Q1 2026, filed 18 May 2026.