JFS Wealth Advisors’s Vanguard Total World Stock ETF VT Stock Holding History

JFS Wealth Advisors’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	$1.6M	Buy	10,221 +112	+1%	+$17.1K	0.08%	126
2026 Q1	$1.4M	Buy	10,109 +174	+2%	+$25K	0.08%	132
2025 Q4	$1.4M	Buy	9,935 +318	+3%	+$44.5K	0.08%	135
2025 Q3	$1.33M	Hold	9,617	–	–	0.08%	145
2025 Q2	$1.24M	Hold	9,617	–	–	0.08%	138
2025 Q1	$1.12M	Hold	9,617	–	–	0.08%	139
2024 Q4	$1.13M	Sell	9,617 -62	-0.6%	-$7.44K	0.08%	132
2024 Q3	$1.16M	Buy	+9,679	New	+$1.11M	0.08%	138
2023 Q4	–	Sell	-205	Closed	-$19.1K	–	2044
2023 Q3	$19.1K	Hold	205	–	–	﹤0.01%	560
2023 Q2	$19.9K	Hold	205	–	–	﹤0.01%	547
2023 Q1	$18.9K	Hold	205	–	–	﹤0.01%	553
2022 Q4	$17.7K	Hold	205	–	–	﹤0.01%	559
2022 Q3	$16K	Hold	205	–	–	﹤0.01%	624
2022 Q2	$17K	Hold	205	–	–	﹤0.01%	624
2022 Q1	$21K	Hold	205	–	–	﹤0.01%	601
2021 Q4	$22K	Hold	205	–	–	﹤0.01%	553
2021 Q3	$21K	Hold	205	–	–	﹤0.01%	538
2021 Q2	$21K	Hold	205	–	–	﹤0.01%	364
2021 Q1	$20K	Hold	205	–	–	﹤0.01%	339
2020 Q4	$19K	Hold	205	–	–	﹤0.01%	340
2020 Q3	$17K	Buy	205 +166	+426%	+$13.3K	﹤0.01%	335
2020 Q2	$3K	Hold	39	–	–	﹤0.01%	473
2020 Q1	$2K	Buy	+39	New	+$2.94K	﹤0.01%	454
2019 Q1	–	Sell	-57	Closed	-$4K	–	480
2018 Q4	$4K	Hold	57	–	–	﹤0.01%	401
2018 Q3	$4K	Hold	57	–	–	﹤0.01%	473
2018 Q2	$4K	Buy	57 +3	+6%	+$224	﹤0.01%	418
2018 Q1	$4K	Hold	54	–	–	﹤0.01%	440
2017 Q4	$4K	Buy	54 +3	+6%	+$218	﹤0.01%	450
2017 Q3	$4K	Hold	51	–	–	﹤0.01%	403
2017 Q2	$3K	Buy	51 +1	+2%	+$67	﹤0.01%	394
2017 Q1	$3K	Hold	50	–	–	﹤0.01%	413
2016 Q4	$3K	Hold	50	–	–	﹤0.01%	413
2016 Q3	$3K	Buy	50 +1	+2%	+$60	﹤0.01%	450
2016 Q2	$3K	Buy	49 +3	+7%	+$174	﹤0.01%	463
2016 Q1	$3K	Buy	46 +2	+5%	+$109	﹤0.01%	503
2015 Q4	$3K	Buy	44 +1	+2%	+$59	﹤0.01%	499
2015 Q3	$2K	Hold	43	–	–	﹤0.01%	443
2015 Q2	$3K	Buy	43 +1	+2%	+$63	﹤0.01%	452
2015 Q1	$3K	Buy	42 +2	+5%	+$122	﹤0.01%	451
2014 Q4	$2K	Buy	40 +1	+3%	+$60	﹤0.01%	489
2014 Q3	$2K	Hold	39	–	–	﹤0.01%	444
2014 Q2	$2K	Buy	+39	New	+$2.37K	﹤0.01%	444

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

JFS Wealth Advisors's VT Position: Q2 2026 in Review

JFS Wealth Advisors increased its Vanguard Total World Stock ETF (VT) stake by 1.1% in Q2 2026, buying an estimated $17.1K and bringing the position to 10,221 shares worth $1.6M. The position accounts for 0.08% of the portfolio, ranked #126.

JFS Wealth Advisors first reported a position in VT in Q2 2014 and has held it in 42 quarters since. 1,315 funds tracked by Wall St. Rank hold VT as of Q2 2026.

JFS Wealth Advisors held 10,221 shares of Vanguard Total World Stock ETF worth $1.6M as of Q2 2026.
JFS Wealth Advisors bought 112 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $17.1K.
Vanguard Total World Stock ETF made up 0.08% of JFS Wealth Advisors's portfolio in Q2 2026, its #126 holding.
JFS Wealth Advisors first reported a position in Vanguard Total World Stock ETF in Q2 2014 and has held it in 42 quarters since.
1,315 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.