Dala Group
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Dala Group’s Vanguard Total World Stock ETF VT Stock Holding History

Dala Group’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
Q3 		$511K Buy
3,240
+943
+41% +$150K 0.38% 33
2026
Q2 		$360K Sell
2,297
-908
-28% -$139K 0.3% 46
2026
Q1 		$443K Buy
3,205
+781
+32% +$112K 0.37% 41
2025
Q4 		$342K Buy
+2,424
New +$339K 0.3% 53

Other funds holding VT

Rakuten Investment Management
Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return
Angeles Wealth Management
Angeles Wealth Management Santa Monica, California $2.27B AUM 17.57% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return
Sageworth Trust
Sageworth Trust Lancaster, Pennsylvania $2.65B AUM 15.5% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Bernzott Capital Advisors
Bernzott Capital Advisors Camarillo, California $233M AUM 9.08% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
YC
Yarbrough Capital Franklin, Tennessee $3.58B AUM 26% 1-Year Est. Return

Dala Group's VT Position: Q3 2026 in Review

Dala Group increased its Vanguard Total World Stock ETF (VT) stake by 41% in Q3 2026, buying an estimated $150K and bringing the position to 3,240 shares worth $511K. The position accounts for 0.38% of the portfolio, ranked #33.

Dala Group first reported a position in VT in Q4 2025 and has held it in 4 quarters since. 587 funds tracked by Wall St. Rank hold VT as of Q3 2026.

  • Dala Group held 3,240 shares of Vanguard Total World Stock ETF worth $511K as of Q3 2026.
  • Dala Group bought 943 Vanguard Total World Stock ETF shares in Q3 2026, an estimated $150K.
  • Vanguard Total World Stock ETF made up 0.38% of Dala Group's portfolio in Q3 2026, its #33 holding.
  • Dala Group first reported a position in Vanguard Total World Stock ETF in Q4 2025 and has held it in 4 quarters since.
  • 587 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q3 2026.

Based on Dala Group's 13F filing for Q3 2026, filed 29 Oct 2026.