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

Allegheny 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 		$405K Buy
2,578
+577
+29% +$88K 0.04% 194
2026
Q1 		$277K Buy
2,001
+66
+3% +$9.49K 0.04% 229
2025
Q4 		$273K Buy
+1,935
New +$270K 0.04% 214

Other funds holding VT

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
BT
Brandywine Trust Hockessin, Delaware $621M AUM 15.59% 1-Year Est. Return

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

Allegheny Financial Group increased its Vanguard Total World Stock ETF (VT) stake by 29% in Q2 2026, buying an estimated $88K and bringing the position to 2,578 shares worth $405K. The position accounts for 0.04% of the portfolio, ranked #194.

Allegheny Financial Group first reported a position in VT in Q4 2025 and has held it in 3 quarters since. 1,321 funds tracked by Wall St. Rank hold VT as of Q2 2026.

  • Allegheny Financial Group held 2,578 shares of Vanguard Total World Stock ETF worth $405K as of Q2 2026.
  • Allegheny Financial Group bought 577 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $88K.
  • Vanguard Total World Stock ETF made up 0.04% of Allegheny Financial Group's portfolio in Q2 2026, its #194 holding.
  • Allegheny Financial Group first reported a position in Vanguard Total World Stock ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,321 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Allegheny Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.