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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
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 $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 $374B AUM 17.66% 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

DHJJ Financial Advisors's VT Position: Q1 2026 in Review

DHJJ Financial Advisors increased its Vanguard Total World Stock ETF (VT) stake by 67% in Q1 2026, buying an estimated $23.9K and bringing the position to 412 shares worth $57K. The position accounts for 0.02% of the portfolio, ranked #374.

DHJJ Financial Advisors first reported a position in VT in Q2 2024 and has held it in 8 quarters since. 1,229 funds tracked by Wall St. Rank hold VT as of Q1 2026.

  • DHJJ Financial Advisors held 412 shares of Vanguard Total World Stock ETF worth $57K as of Q1 2026.
  • DHJJ Financial Advisors bought 166 Vanguard Total World Stock ETF shares in Q1 2026, an estimated $23.9K.
  • Vanguard Total World Stock ETF made up 0.02% of DHJJ Financial Advisors's portfolio in Q1 2026, its #374 holding.
  • DHJJ Financial Advisors first reported a position in Vanguard Total World Stock ETF in Q2 2024 and has held it in 8 quarters since.
  • 1,229 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2026.

Based on DHJJ Financial Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.