WJ Interests’s Vanguard Total World Stock ETF VT Stock Holding History

WJ Interests’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	$38M	Sell	241,990 -58,766	-20%	-$8.97M	14.64%	2
2026 Q1	$41.6M	Buy	300,756 +14,679	+5%	+$2.11M	15.98%	2
2025 Q4	$40.4M	Sell	286,077 -33,331	-10%	-$4.66M	17.36%	2
2025 Q3	$44M	Sell	319,408 -32,910	-9%	-$4.37M	17.78%	2
2025 Q2	$45.3M	Sell	352,318 -3,500	-1%	-$419K	19.37%	1
2025 Q1	$41.3M	Buy	355,818 +33,239	+10%	+$3.98M	19.19%	1
2024 Q4	$37.9M	Buy	322,579 +27,525	+9%	+$3.3M	18.28%	2
2024 Q3	$35.3M	Sell	295,054 -2,432	-0.8%	-$280K	15.57%	2
2024 Q2	$33.5M	Buy	297,486 +17,552	+6%	+$1.94M	16.69%	2
2024 Q1	$30.9M	Sell	279,934 -1,716	-0.6%	-$181K	16.32%	2
2023 Q4	$29M	Sell	281,650 -594	-0.2%	-$57.2K	18.28%	2
2023 Q3	$26.3M	Sell	282,244 -13,466	-5%	-$1.31M	18.3%	2
2023 Q2	$29.5M	Sell	295,710 -5,083	-2%	-$477K	19.44%	2
2023 Q1	$27.8M	Buy	300,793 +40,270	+15%	+$3.65M	19.2%	2
2022 Q4	$22.5M	Sell	260,523 -3,536	-1%	-$302K	18.64%	1
2022 Q3	$20.8M	Buy	264,059 +65,105	+33%	+$5.72M	18.58%	1
2022 Q2	$17M	Buy	+198,954	New	+$18.4M	13.1%	2

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

WJ Interests's VT Position: Q2 2026 in Review

WJ Interests reduced its Vanguard Total World Stock ETF (VT) stake by 20% in Q2 2026, selling an estimated $8.97M and leaving 241,990 shares worth $38M. The position accounts for 14.64% of the portfolio, ranked #2.

WJ Interests first reported a position in VT in Q2 2022 and has held it in 17 quarters since. The position peaked at $45.3M in Q2 2025. 1,315 funds tracked by Wall St. Rank hold VT as of Q2 2026.

WJ Interests held 241,990 shares of Vanguard Total World Stock ETF worth $38M as of Q2 2026.
WJ Interests sold 58,766 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $8.97M.
Vanguard Total World Stock ETF made up 14.64% of WJ Interests's portfolio in Q2 2026, its #2 holding.
WJ Interests first reported a position in Vanguard Total World Stock ETF in Q2 2022 and has held it in 17 quarters since.
WJ Interests's Vanguard Total World Stock ETF position peaked at $45.3M in Q2 2025.
1,315 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on WJ Interests's 13F filing for Q2 2026, filed 30 Jul 2026.