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 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 $49.2B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JDM Financial Group's VT Position: Q1 2026 in Review

JDM Financial Group held its Vanguard Total World Stock ETF (VT) position steady in Q1 2026 at 377 shares worth $52.1K. The position accounts for 0.02% of the portfolio, ranked #107.

JDM Financial Group first reported a position in VT in Q4 2022 and has held it in 14 quarters since. The position peaked at $53.2K in Q4 2025. 1,229 funds tracked by Wall St. Rank hold VT as of Q1 2026.

JDM Financial Group held 377 shares of Vanguard Total World Stock ETF worth $52.1K as of Q1 2026.
JDM Financial Group left its Vanguard Total World Stock ETF share count unchanged in Q1 2026.
Vanguard Total World Stock ETF made up 0.02% of JDM Financial Group's portfolio in Q1 2026, its #107 holding.
JDM Financial Group first reported a position in Vanguard Total World Stock ETF in Q4 2022 and has held it in 14 quarters since.
JDM Financial Group's Vanguard Total World Stock ETF position peaked at $53.2K in Q4 2025.
1,229 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2026.

Based on JDM Financial Group's 13F filing for Q1 2026, filed 21 May 2026.