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 Q3	$38.9M	Buy	246,565 +4,575	+2%	+$726K	14.01%	2
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

GWM

GoalFusion Wealth Management Austin, Texas $250M AUM 10.76% 1-Year Est. Return

PAM

PartnerRe Asset Management Greenwich, Connecticut $162M AUM 1.4% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return

PPF

Pacific Park Financial Lagina Hills, California $169M AUM 11.63% 1-Year Est. Return

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Financial Symmetry Raleigh, North Carolina $313M AUM 16.11% 1-Year Est. Return

WJ Interests's VT Position: Q3 2026 in Review

WJ Interests increased its Vanguard Total World Stock ETF (VT) stake by 1.9% in Q3 2026, buying an estimated $726K and bringing the position to 246,565 shares worth $38.9M. The position accounts for 14.01% of the portfolio, ranked #2.

WJ Interests first reported a position in VT in Q2 2022 and has held it in 18 quarters since. The position peaked at $45.3M in Q2 2025. 128 funds tracked by Wall St. Rank hold VT as of Q3 2026.

WJ Interests held 246,565 shares of Vanguard Total World Stock ETF worth $38.9M as of Q3 2026.
WJ Interests bought 4,575 Vanguard Total World Stock ETF shares in Q3 2026, an estimated $726K.
Vanguard Total World Stock ETF made up 14.01% of WJ Interests's portfolio in Q3 2026, its #2 holding.
WJ Interests first reported a position in Vanguard Total World Stock ETF in Q2 2022 and has held it in 18 quarters since.
WJ Interests's Vanguard Total World Stock ETF position peaked at $45.3M in Q2 2025.
128 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q3 2026.

Based on WJ Interests's 13F filing for Q3 2026, filed 14 Oct 2026.