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

JMG 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	$689K	Buy	4,980 +59	+1%	+$8.49K	0.02%	84
2025 Q4	$694K	Sell	4,921 -199	-4%	-$27.8K	0.02%	81
2025 Q3	$706K	Hold	5,120	–	–	0.02%	79
2025 Q2	$658K	Buy	5,120 +631	+14%	+$75.5K	0.02%	82
2025 Q1	$520K	Buy	4,489 +1	+0%	+$120	0.02%	85
2024 Q4	$527K	Buy	4,488 +1	+0%	+$120	0.02%	85
2024 Q3	$537K	Buy	4,487 +1,088	+32%	+$125K	0.02%	84
2024 Q2	$383K	Sell	3,399 -536	-14%	-$59.1K	0.01%	93
2024 Q1	$435K	Buy	3,935 +5	+0.1%	+$529	0.02%	87
2023 Q4	$404K	Buy	3,930 +9	+0.2%	+$866	0.02%	91
2023 Q3	$365K	Buy	3,921 +1,385	+55%	+$134K	0.02%	87
2023 Q2	$246K	Buy	+2,536	New	+$238K	0.01%	102

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

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

JMG Financial Group increased its Vanguard Total World Stock ETF (VT) stake by 1.2% in Q1 2026, buying an estimated $8.49K and bringing the position to 4,980 shares worth $689K. The position accounts for 0.02% of the portfolio, ranked #84.

JMG Financial Group first reported a position in VT in Q2 2023 and has held it in 12 quarters since. The position peaked at $706K in Q3 2025. 1,229 funds tracked by Wall St. Rank hold VT as of Q1 2026.

JMG Financial Group held 4,980 shares of Vanguard Total World Stock ETF worth $689K as of Q1 2026.
JMG Financial Group bought 59 Vanguard Total World Stock ETF shares in Q1 2026, an estimated $8.49K.
Vanguard Total World Stock ETF made up 0.02% of JMG Financial Group's portfolio in Q1 2026, its #84 holding.
JMG Financial Group first reported a position in Vanguard Total World Stock ETF in Q2 2023 and has held it in 12 quarters since.
JMG Financial Group's Vanguard Total World Stock ETF position peaked at $706K in Q3 2025.
1,229 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2026.

Based on JMG Financial Group's 13F filing for Q1 2026, filed 7 May 2026.