JDH Wealth Management’s Vanguard Total World Stock ETF VT Stock Holding History

JDH Wealth Management’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	$248K	Hold	1,578	–	–	0.15%	50
2026 Q1	$218K	Sell	1,578 -42	-3%	-$6.04K	0.15%	49
2025 Q4	$229K	Buy	1,620 +3	+0.2%	+$419	0.16%	47
2025 Q3	$223K	Buy	1,617 +3	+0.2%	+$399	0.16%	48
2025 Q2	$207K	Sell	1,614 -619	-28%	-$74K	0.16%	48
2025 Q1	$259K	Buy	2,233 +198	+10%	+$23.7K	0.22%	41
2024 Q4	$239K	Buy	+2,035	New	+$244K	0.21%	42

Other funds holding VT

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

FWIA

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

BCA

Bernzott Capital Advisors Camarillo, California $250M AUM 26.89% 1-Year Est. Return

Threadgill Financial Spring, Texas $243M AUM 10.69% 1-Year Est. Return

PWM

Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

FWA

FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

TCK

Topor & Co Korea Seoul $127M AUM

SCP

Sivia Capital Partners Mill Valley, California $822M AUM 48.82% 1-Year Est. Return

JDH Wealth Management's VT Position: Q2 2026 in Review

JDH Wealth Management held its Vanguard Total World Stock ETF (VT) position steady in Q2 2026 at 1,578 shares worth $248K. The position accounts for 0.15% of the portfolio, ranked #50.

JDH Wealth Management first reported a position in VT in Q4 2024 and has held it in 7 quarters since. The position peaked at $259K in Q1 2025. 433 funds tracked by Wall St. Rank hold VT as of Q2 2026.

JDH Wealth Management held 1,578 shares of Vanguard Total World Stock ETF worth $248K as of Q2 2026.
JDH Wealth Management left its Vanguard Total World Stock ETF share count unchanged in Q2 2026.
Vanguard Total World Stock ETF made up 0.15% of JDH Wealth Management's portfolio in Q2 2026, its #50 holding.
JDH Wealth Management first reported a position in Vanguard Total World Stock ETF in Q4 2024 and has held it in 7 quarters since.
JDH Wealth Management's Vanguard Total World Stock ETF position peaked at $259K in Q1 2025.
433 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on JDH Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.