Jackson Grant Investment Advisers’s Vanguard Total World Stock ETF VT Stock Holding History

Jackson Grant Investment Advisers’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	$88K	Buy	561 +2	+0.4%	+$305	0.03%	168
2026 Q1	$77.3K	Buy	559 +2	+0.4%	+$288	0.03%	176
2025 Q4	$78.6K	Buy	557 +4	+0.7%	+$559	0.03%	174
2025 Q3	$76.2K	Buy	553 +2	+0.4%	+$266	0.03%	176
2025 Q2	$70.8K	Buy	551 +3	+0.5%	+$359	0.03%	162
2025 Q1	$63.6K	Buy	548 +1	+0.2%	+$120	0.02%	162
2024 Q4	$64.2K	Buy	547 +4	+0.7%	+$480	0.02%	164
2024 Q3	$65K	Buy	543 +2	+0.4%	+$230	0.02%	167
2024 Q2	$60.9K	Buy	+541	New	+$59.7K	0.02%	167

Other funds holding VT

AWM

Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return

TAS

TIFF Advisory Services Radnor, Pennsylvania $408M AUM 20.34% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return

DWM

Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

3AM

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Jackson Grant Investment Advisers's VT Position: Q2 2026 in Review

Jackson Grant Investment Advisers increased its Vanguard Total World Stock ETF (VT) stake by 0.36% in Q2 2026, buying an estimated $305 and bringing the position to 561 shares worth $88K. The position accounts for 0.03% of the portfolio, ranked #168.

Jackson Grant Investment Advisers first reported a position in VT in Q2 2024 and has held it in 9 quarters since. 631 funds tracked by Wall St. Rank hold VT as of Q2 2026.

Jackson Grant Investment Advisers held 561 shares of Vanguard Total World Stock ETF worth $88K as of Q2 2026.
Jackson Grant Investment Advisers bought 2 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $305.
Vanguard Total World Stock ETF made up 0.03% of Jackson Grant Investment Advisers's portfolio in Q2 2026, its #168 holding.
Jackson Grant Investment Advisers first reported a position in Vanguard Total World Stock ETF in Q2 2024 and has held it in 9 quarters since.
631 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Jackson Grant Investment Advisers's 13F filing for Q2 2026, filed 31 Jul 2026.