J.W. Cole Advisors
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J.W. Cole Advisors’s Vanguard Total World Stock ETF VT Stock Holding History

J.W. Cole 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
Q3 		$5.07M Buy
32,109
+455
+1% +$72.2K 0.09% 236
2026
Q2 		$4.97M Buy
+31,654
New +$4.83M 0.09% 244
2026
Q1 		– Sell
-29,120
Closed -$3.94M – 1470
2025
Q4 		$3.94M Buy
29,120
+744
+3% +$104K 0.1% 211
2025
Q3 		$3.91M Buy
28,376
+2,862
+11% +$380K 0.07% 258
2025
Q2 		$3.28M Buy
25,514
+3,172
+14% +$379K 0.07% 269
2025
Q1 		$2.59M Buy
22,342
+9,187
+70% +$1.1M 0.08% 248
2024
Q4 		$1.55M Sell
13,155
-187
-1% -$22.4K 0.06% 305
2024
Q3 		$1.6M Buy
13,342
+754
+6% +$86.7K 0.07% 291
2024
Q2 		$1.42M Buy
12,588
+37
+0.3% +$4.08K 0.07% 279
2024
Q1 		$1.39M Sell
12,551
-1,291
-9% -$137K 0.07% 273
2023
Q4 		$1.42M Sell
13,842
-6,930
-33% -$667K 0.08% 244
2023
Q3 		$1.94M Sell
20,772
-491
-2% -$47.7K 0.14% 161
2023
Q2 		$2.06M Buy
21,263
+267
+1% +$25K 0.15% 158
2023
Q1 		$1.93M Sell
20,996
-2,150
-9% -$195K 0.14% 172
2022
Q4 		$2M Sell
23,146
-3,006
-11% -$257K 0.15% 158
2022
Q3 		$2.06M Sell
26,152
-319
-1% -$28K 0.17% 142
2022
Q2 		$2.26M Buy
26,471
+1,054
+4% +$97.4K 0.18% 140
2022
Q1 		$2.58M Buy
25,417
+1,113
+5% +$113K 0.17% 142
2021
Q4 		$2.61M Buy
+24,304
New +$2.58M 0.17% 141
2021
Q3 		– Sell
-13,839
Closed -$1.43M – 782
2021
Q2 		$1.43M Buy
13,839
+2,776
+25% +$283K 0.11% 211
2021
Q1 		$1.08M Buy
11,063
+1,728
+19% +$166K 0.1% 231
2020
Q4 		$864K Buy
9,335
+1,097
+13% +$95.2K 0.09% 245
2020
Q3 		$664K Buy
+8,238
New +$661K 0.05% 345
2020
Q1 		– Sell
-12,263
Closed -$993K – 500
2019
Q4 		$993K Buy
+12,263
New +$954K 0.13% 189

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.W. Cole Advisors's VT Position: Q3 2026 in Review

J.W. Cole Advisors increased its Vanguard Total World Stock ETF (VT) stake by 1.4% in Q3 2026, buying an estimated $72.2K and bringing the position to 32,109 shares worth $5.07M. The position accounts for 0.09% of the portfolio, ranked #236.

J.W. Cole Advisors first reported a position in VT in Q4 2019 and has held it in 24 quarters since. 924 funds tracked by Wall St. Rank hold VT as of Q3 2026.

  • J.W. Cole Advisors held 32,109 shares of Vanguard Total World Stock ETF worth $5.07M as of Q3 2026.
  • J.W. Cole Advisors bought 455 Vanguard Total World Stock ETF shares in Q3 2026, an estimated $72.2K.
  • Vanguard Total World Stock ETF made up 0.09% of J.W. Cole Advisors's portfolio in Q3 2026, its #236 holding.
  • J.W. Cole Advisors first reported a position in Vanguard Total World Stock ETF in Q4 2019 and has held it in 24 quarters since.
  • 924 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q3 2026.

Based on J.W. Cole Advisors's 13F filing for Q3 2026, filed 5 Nov 2026.