Alliance Wealth Management Group
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Alliance Wealth Management Group’s Vanguard Total World Stock ETF VT Stock Holding History

Alliance Wealth Management 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
Q3 		– Sell
-2,365
Closed -$371K – 103
2026
Q2 		$371K Hold
2,365
– – 0.07% 74
2026
Q1 		$327K Hold
2,365
– – 0.07% 77
2025
Q4 		$334K Buy
2,365
+7
+0.3% +$978 0.07% 77
2025
Q3 		$325K Sell
2,358
-189
-7% -$25.1K 0.07% 78
2025
Q2 		$327K Hold
2,547
– – 0.08% 71
2025
Q1 		$295K Buy
2,547
+2
+0.1% +$239 0.08% 70
2024
Q4 		$299K Hold
2,545
– – 0.08% 71
2024
Q3 		$305K Hold
2,545
– – 0.08% 69
2024
Q2 		$287K Sell
2,545
-45
-2% -$4.96K 0.08% 72
2024
Q1 		$286K Hold
2,590
– – 0.08% 68
2023
Q4 		$266K Buy
+2,590
New +$249K 0.08% 68
2023
Q2 		$251K Buy
+2,589
New +$243K 0.08% 70

Other funds holding VT

Rakuten Investment Management
Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return
Mass General Brigham
Mass General Brigham Somerville, Massachusetts $456M AUM 27.51% 1-Year Est. Return
Angeles Wealth Management
Angeles Wealth Management Santa Monica, California $2.27B AUM 17.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return
Sageworth Trust
Sageworth Trust Lancaster, Pennsylvania $2.65B AUM 15.5% 1-Year Est. Return
AA
Alta Advisers London, United Kingdom $675M AUM 36.05% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Alliance Wealth Management Group's VT Position: Q3 2026 in Review

Alliance Wealth Management Group sold out of Vanguard Total World Stock ETF (VT) in Q3 2026, closing a stake of 2,365 shares — an estimated $371K sold.

Alliance Wealth Management Group first reported a position in VT in Q2 2023 and held it in 12 quarters. The position peaked at $371K in Q2 2026. 804 funds tracked by Wall St. Rank hold VT as of Q3 2026.

  • Alliance Wealth Management Group reported no remaining Vanguard Total World Stock ETF position as of Q3 2026 after selling out during the quarter.
  • Alliance Wealth Management Group sold 2,365 Vanguard Total World Stock ETF shares in Q3 2026, an estimated $371K.
  • Alliance Wealth Management Group first reported a position in Vanguard Total World Stock ETF in Q2 2023 and held it in 12 quarters.
  • Alliance Wealth Management Group's Vanguard Total World Stock ETF position peaked at $371K in Q2 2026.
  • 804 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q3 2026.

Based on Alliance Wealth Management Group's 13F filing for Q3 2026, filed 29 Oct 2026.