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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
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

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AWM
Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return
ZF
Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
TAS
TIFF Advisory Services Radnor, Pennsylvania $408M AUM 20.34% 1-Year Est. Return

J. Derek Lewis & Associates's VT Position: Q2 2026 in Review

J. Derek Lewis & Associates increased its Vanguard Total World Stock ETF (VT) stake by 13% in Q2 2026, buying an estimated $65K and bringing the position to 3,667 shares worth $576K. The position accounts for 0.11% of the portfolio, ranked #103.

J. Derek Lewis & Associates first reported a position in VT in Q4 2025 and has held it in 3 quarters since. 867 funds tracked by Wall St. Rank hold VT as of Q2 2026.

  • J. Derek Lewis & Associates held 3,667 shares of Vanguard Total World Stock ETF worth $576K as of Q2 2026.
  • J. Derek Lewis & Associates bought 426 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $65K.
  • Vanguard Total World Stock ETF made up 0.11% of J. Derek Lewis & Associates's portfolio in Q2 2026, its #103 holding.
  • J. Derek Lewis & Associates first reported a position in Vanguard Total World Stock ETF in Q4 2025 and has held it in 3 quarters since.
  • 867 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on J. Derek Lewis & Associates's 13F filing for Q2 2026, filed 31 Jul 2026.