J. Derek Lewis & Associates
VT icon

J. Derek Lewis & Associates’s Vanguard Total World Stock ETF VT Stock Holding History

J. Derek Lewis & Associates’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 		$796K Buy
5,040
+1,373
+37% +$218K 0.14% 86
2026
Q2 		$576K Buy
3,667
+426
+13% +$65K 0.11% 103
2026
Q1 		$448K Buy
3,241
+9
+0.3% +$1.29K 0.1% 110
2025
Q4 		$456K Buy
+3,232
New +$452K 0.11% 101

Other funds holding VT

Rakuten Investment Management
Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Mass General Brigham
Mass General Brigham Somerville, Massachusetts $456M AUM 27.51% 1-Year Est. Return
Angeles Wealth Management
Angeles Wealth Management Santa Monica, California $2.27B AUM 17.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
OneDigital Investment Advisors
OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return
Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return

J. Derek Lewis & Associates's VT Position: Q3 2026 in Review

J. Derek Lewis & Associates increased its Vanguard Total World Stock ETF (VT) stake by 37% in Q3 2026, buying an estimated $218K and bringing the position to 5,040 shares worth $796K. The position accounts for 0.14% of the portfolio, ranked #86.

J. Derek Lewis & Associates first reported a position in VT in Q4 2025 and has held it in 4 quarters since. 924 funds tracked by Wall St. Rank hold VT as of Q3 2026.

  • J. Derek Lewis & Associates held 5,040 shares of Vanguard Total World Stock ETF worth $796K as of Q3 2026.
  • J. Derek Lewis & Associates bought 1,373 Vanguard Total World Stock ETF shares in Q3 2026, an estimated $218K.
  • Vanguard Total World Stock ETF made up 0.14% of J. Derek Lewis & Associates's portfolio in Q3 2026, its #86 holding.
  • J. Derek Lewis & Associates first reported a position in Vanguard Total World Stock ETF in Q4 2025 and has held it in 4 quarters since.
  • 924 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q3 2026.

Based on J. Derek Lewis & Associates's 13F filing for Q3 2026, filed 3 Nov 2026.