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 Q2	$822K	Buy	5,237 +257	+5%	+$39.2K	0.02%	82
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 $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

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

JMG Financial Group increased its Vanguard Total World Stock ETF (VT) stake by 5.2% in Q2 2026, buying an estimated $39.2K and bringing the position to 5,237 shares worth $822K. The position accounts for 0.02% of the portfolio, ranked #82.

JMG Financial Group first reported a position in VT in Q2 2023 and has held it in 13 quarters since. 1,317 funds tracked by Wall St. Rank hold VT as of Q2 2026.

JMG Financial Group held 5,237 shares of Vanguard Total World Stock ETF worth $822K as of Q2 2026.
JMG Financial Group bought 257 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $39.2K.
Vanguard Total World Stock ETF made up 0.02% of JMG Financial Group's portfolio in Q2 2026, its #82 holding.
JMG Financial Group first reported a position in Vanguard Total World Stock ETF in Q2 2023 and has held it in 13 quarters since.
1,317 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on JMG Financial Group's 13F filing for Q2 2026, filed 31 Jul 2026.