Daniel Investment Group, Inc.’s Vanguard Total World Stock ETF VT Stock Holding History

Daniel Investment Group, Inc.’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	$231K	Buy	+1,470	New	+$224K	0.14%	30

Other funds holding VT

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AWM

Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return

Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

TAS

TIFF Advisory Services Radnor, Pennsylvania $408M AUM 20.34% 1-Year Est. Return

Daniel Investment Group, Inc.'s VT Position: Q2 2026 in Review

Daniel Investment Group, Inc. opened a new position in Vanguard Total World Stock ETF (VT) in Q2 2026: 1,470 shares worth $231K. The stake represents 0.14% of the portfolio and ranks #30 among its holdings.

867 funds tracked by Wall St. Rank hold VT as of Q2 2026.

Daniel Investment Group, Inc. held 1,470 shares of Vanguard Total World Stock ETF worth $231K as of Q2 2026.
Vanguard Total World Stock ETF was a new Daniel Investment Group, Inc. position in Q2 2026.
Vanguard Total World Stock ETF made up 0.14% of Daniel Investment Group, Inc.'s portfolio in Q2 2026, its #30 holding.
867 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Daniel Investment Group, Inc.'s 13F filing for Q2 2026, filed 3 Aug 2026.