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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
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

CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
BT
Brandywine Trust Hockessin, Delaware $552M AUM 5.23% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Allen Investment Management's VT Position: Q2 2025 in Review

Allen Investment Management sold out of Vanguard Total World Stock ETF (VT) in Q2 2025, closing a stake of 95,173 shares — an estimated $11M sold.

Allen Investment Management first reported a position in VT in Q3 2018 and held it in 22 quarters. The position peaked at $57.1M in Q1 2021. 1,030 funds tracked by Wall St. Rank hold VT as of Q2 2025.

  • Allen Investment Management reported no remaining Vanguard Total World Stock ETF position as of Q2 2025 after selling out during the quarter.
  • Allen Investment Management sold 95,173 Vanguard Total World Stock ETF shares in Q2 2025, an estimated $11M.
  • Allen Investment Management first reported a position in Vanguard Total World Stock ETF in Q3 2018 and held it in 22 quarters.
  • Allen Investment Management's Vanguard Total World Stock ETF position peaked at $57.1M in Q1 2021.
  • 1,030 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2025.

Based on Allen Investment Management's 13F filing for Q2 2025, filed 7 Aug 2025.