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Allen Investment Management’s Vanguard Total World Stock ETF VT Stock Holding History

Allen Investment Management’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 		$215K Buy
+1,373
New +$209K ﹤0.01% 222
2025
Q2 		– Sell
-95,173
Closed -$11M – 208
2025
Q1 		$11M Hold
95,173
– – 0.13% 74
2024
Q4 		$11.2M Sell
95,173
-18,120
-16% -$2.18M 0.13% 72
2024
Q3 		$13.6M Hold
113,293
– – 0.16% 66
2024
Q2 		$12.8M Hold
113,293
– – 0.16% 62
2024
Q1 		$12.5M Hold
113,293
– – 0.16% 61
2023
Q4 		$11.7M Sell
113,293
-81,672
-42% -$7.86M 0.16% 61
2023
Q3 		$18.2M Hold
194,965
– – 0.27% 44
2023
Q2 		$18.9M Sell
194,965
-54,285
-22% -$5.09M 0.28% 41
2023
Q1 		$23M Hold
249,250
– – 0.38% 37
2022
Q4 		$21.5M Hold
249,250
– – 0.35% 37
2022
Q3 		$19.7M Sell
249,250
-66,363
-21% -$5.83M 0.34% 35
2022
Q2 		$26.9M Sell
315,613
-32,798
-9% -$3.03M 0.44% 34
2022
Q1 		$35.3M Sell
348,411
-141,403
-29% -$14.3M 0.47% 30
2021
Q4 		$52.6M Hold
489,814
– – 0.66% 29
2021
Q3 		$49.9M Hold
489,814
– – 0.68% 30
2021
Q2 		$50.8M Sell
489,814
-96,869
-17% -$9.88M 0.68% 28
2021
Q1 		$57.1M Hold
586,683
– – 0.88% 26
2020
Q4 		$54.3M Hold
586,683
– – 0.92% 24
2020
Q3 		$47.3M Buy
586,683
+3,710
+0.6% +$298K 0.88% 24
2020
Q2 		$43.6M Hold
582,973
– – 0.92% 24
2020
Q1 		$36.6M Buy
+582,973
New +$43.9M 1.1% 22
2018
Q4 		– Sell
-618,667
Closed -$46.9M – 183
2018
Q3 		$46.9M Buy
+618,667
New +$46.6M 1.61% 21

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

Allen Investment Management's VT Position: Q2 2026 in Review

Allen Investment Management opened a new position in Vanguard Total World Stock ETF (VT) in Q2 2026: 1,373 shares worth $215K. The stake represents ﹤0.01% of the portfolio and ranks #222 among its holdings. This is a return to the name: Allen Investment Management previously reported a position in VT as recently as Q1 2025.

Allen Investment Management first reported a position in VT in Q3 2018 and has held it in 23 quarters since. The position peaked at $57.1M in Q1 2021. 1,319 funds tracked by Wall St. Rank hold VT as of Q2 2026.

  • Allen Investment Management held 1,373 shares of Vanguard Total World Stock ETF worth $215K as of Q2 2026.
  • Vanguard Total World Stock ETF was a new Allen Investment Management position in Q2 2026.
  • Vanguard Total World Stock ETF made up ﹤0.01% of Allen Investment Management's portfolio in Q2 2026, its #222 holding.
  • Allen Investment Management first reported a position in Vanguard Total World Stock ETF in Q3 2018 and has held it in 23 quarters since.
  • Allen Investment Management's Vanguard Total World Stock ETF position peaked at $57.1M in Q1 2021.
  • 1,319 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Allen Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.