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 Q3	$249K	Hold	1,578	–	–	0.15%	53
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

Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return

Mass General Brigham Somerville, Massachusetts $456M AUM 27.51% 1-Year Est. Return

Angeles Wealth Management Santa Monica, California $2.27B AUM 17.57% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.65B AUM 15.53% 1-Year Est. Return

Alta Advisers London, United Kingdom $675M AUM 36.05% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

JDH Wealth Management's VT Position: Q3 2026 in Review

JDH Wealth Management held its Vanguard Total World Stock ETF (VT) position steady in Q3 2026 at 1,578 shares worth $249K. The position accounts for 0.15% of the portfolio, ranked #53.

JDH Wealth Management first reported a position in VT in Q4 2024 and has held it in 8 quarters since. The position peaked at $259K in Q1 2025. 816 funds tracked by Wall St. Rank hold VT as of Q3 2026.

JDH Wealth Management held 1,578 shares of Vanguard Total World Stock ETF worth $249K as of Q3 2026.
JDH Wealth Management left its Vanguard Total World Stock ETF share count unchanged in Q3 2026.
Vanguard Total World Stock ETF made up 0.15% of JDH Wealth Management's portfolio in Q3 2026, its #53 holding.
JDH Wealth Management first reported a position in Vanguard Total World Stock ETF in Q4 2024 and has held it in 8 quarters since.
JDH Wealth Management's Vanguard Total World Stock ETF position peaked at $259K in Q1 2025.
816 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q3 2026.

Based on JDH Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.