JDM Financial Group’s Vanguard Total World Stock ETF VT Stock Holding History

JDM Financial Group’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	$59.2K	Hold	377	–	–	0.02%	104
2026 Q1	$52.1K	Hold	377	–	–	0.02%	107
2025 Q4	$53.2K	Hold	377	–	–	0.02%	101
2025 Q3	$52K	Hold	377	–	–	0.02%	96
2025 Q2	$48.5K	Hold	377	–	–	0.02%	92
2025 Q1	$43.7K	Hold	377	–	–	0.02%	96
2024 Q4	$44.3K	Hold	377	–	–	0.02%	90
2024 Q3	$45.1K	Hold	377	–	–	0.02%	94
2024 Q2	$42.5K	Hold	377	–	–	0.03%	86
2024 Q1	$41.7K	Hold	377	–	–	0.03%	80
2023 Q4	$38.8K	Hold	377	–	–	0.03%	76
2023 Q3	$35.1K	Hold	377	–	–	0.03%	79
2023 Q2	$36.6K	Hold	377	–	–	0.03%	79
2023 Q1	$34.7K	Hold	377	–	–	0.03%	82
2022 Q4	$32.5K	Buy	+377	New	+$32.2K	0.03%	79

Other funds holding VT

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Brandywine Trust Hockessin, Delaware $621M AUM 15.59% 1-Year Est. Return

JDM Financial Group's VT Position: Q2 2026 in Review

JDM Financial Group held its Vanguard Total World Stock ETF (VT) position steady in Q2 2026 at 377 shares worth $59.2K. The position accounts for 0.02% of the portfolio, ranked #104.

JDM Financial Group first reported a position in VT in Q4 2022 and has held it in 15 quarters since. 1,317 funds tracked by Wall St. Rank hold VT as of Q2 2026.

JDM Financial Group held 377 shares of Vanguard Total World Stock ETF worth $59.2K as of Q2 2026.
JDM Financial Group left its Vanguard Total World Stock ETF share count unchanged in Q2 2026.
Vanguard Total World Stock ETF made up 0.02% of JDM Financial Group's portfolio in Q2 2026, its #104 holding.
JDM Financial Group first reported a position in Vanguard Total World Stock ETF in Q4 2022 and has held it in 15 quarters since.
1,317 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on JDM Financial Group's 13F filing for Q2 2026, filed 18 Aug 2026.