DHJJ Financial Advisors’s Vanguard Total World Stock ETF VT Stock Holding History

DHJJ Financial Advisors’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	$40.2K	Sell	256 -156	-38%	-$23.8K	0.01%	447
2026 Q1	$57K	Buy	412 +166	+67%	+$23.9K	0.02%	374
2025 Q4	$34.7K	Hold	246	–	–	0.01%	435
2025 Q3	$33.9K	Hold	246	–	–	0.01%	418
2025 Q2	$31.6K	Hold	246	–	–	0.01%	410
2025 Q1	$28.5K	Hold	246	–	–	0.01%	395
2024 Q4	$28.9K	Hold	246	–	–	0.01%	379
2024 Q3	$29.4K	Hold	246	–	–	0.01%	376
2024 Q2	$27.7K	Buy	+246	New	+$27.1K	0.01%	350

Other funds holding VT

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Brandywine Trust Hockessin, Delaware $621M AUM 15.59% 1-Year Est. Return

DHJJ Financial Advisors's VT Position: Q2 2026 in Review

DHJJ Financial Advisors reduced its Vanguard Total World Stock ETF (VT) stake by 38% in Q2 2026, selling an estimated $23.8K and leaving 256 shares worth $40.2K. The position accounts for 0.01% of the portfolio, ranked #447.

DHJJ Financial Advisors first reported a position in VT in Q2 2024 and has held it in 9 quarters since. The position peaked at $57K in Q1 2026. 1,321 funds tracked by Wall St. Rank hold VT as of Q2 2026.

DHJJ Financial Advisors held 256 shares of Vanguard Total World Stock ETF worth $40.2K as of Q2 2026.
DHJJ Financial Advisors sold 156 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $23.8K.
Vanguard Total World Stock ETF made up 0.01% of DHJJ Financial Advisors's portfolio in Q2 2026, its #447 holding.
DHJJ Financial Advisors first reported a position in Vanguard Total World Stock ETF in Q2 2024 and has held it in 9 quarters since.
DHJJ Financial Advisors's Vanguard Total World Stock ETF position peaked at $57K in Q1 2026.
1,321 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.