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Allie Family Office’s Vanguard Total World Stock ETF VT Stock Holding History

Allie Family Office’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
Q1 		$3.36M Sell
24,295
-62
-0.3% -$8.92K 1.47% 16
2025
Q4 		$3.44M Sell
24,357
-590
-2% -$82.5K 1.6% 15
2025
Q3 		$3.44M Sell
24,947
-1,385
-5% -$184K 1.63% 15
2025
Q2 		$3.38M Sell
26,332
-1,010
-4% -$121K 1.68% 14
2025
Q1 		$3.17M Buy
27,342
+83
+0.3% +$9.93K 1.73% 13
2024
Q4 		$3.2M Sell
27,259
-653
-2% -$78.4K 1.78% 12
2024
Q3 		$3.34M Sell
27,912
-150
-0.5% -$17.3K 1.8% 13
2024
Q2 		$3.16M Sell
28,062
-1,155
-4% -$127K 1.9% 11
2024
Q1 		$3.23M Sell
29,217
-3,118
-10% -$330K 1.9% 11
2023
Q4 		$3.33M Sell
32,335
-1,277
-4% -$123K 2.3% 9
2023
Q3 		$3.13M Sell
33,612
-5,048
-13% -$490K 2.53% 9
2023
Q2 		$3.75M Buy
38,660
+674
+2% +$63.2K 2.69% 9
2023
Q1 		$3.5M Sell
37,986
-980
-3% -$88.8K 2.61% 9
2022
Q4 		$3.36M Buy
38,966
+25
+0.1% +$2.14K 2.76% 8
2022
Q3 		$3.07M Sell
38,941
-1,195
-3% -$105K 2.64% 6
2022
Q2 		$3.42M Buy
40,136
+1,710
+4% +$158K 2.78% 5
2022
Q1 		$3.89M Sell
38,426
-1,165
-3% -$118K 2.98% 8
2021
Q4 		$4.25M Buy
+39,591
New +$4.21M 3.35% 7

Other funds holding VT

RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Allie Family Office's VT Position: Q1 2026 in Review

Allie Family Office reduced its Vanguard Total World Stock ETF (VT) stake by 0.25% in Q1 2026, selling an estimated $8.92K and leaving 24,295 shares worth $3.36M. The position accounts for 1.47% of the portfolio, ranked #16.

Allie Family Office first reported a position in VT in Q4 2021 and has held it in 18 quarters since. The position peaked at $4.25M in Q4 2021. 1,229 funds tracked by Wall St. Rank hold VT as of Q1 2026.

  • Allie Family Office held 24,295 shares of Vanguard Total World Stock ETF worth $3.36M as of Q1 2026.
  • Allie Family Office sold 62 Vanguard Total World Stock ETF shares in Q1 2026, an estimated $8.92K.
  • Vanguard Total World Stock ETF made up 1.47% of Allie Family Office's portfolio in Q1 2026, its #16 holding.
  • Allie Family Office first reported a position in Vanguard Total World Stock ETF in Q4 2021 and has held it in 18 quarters since.
  • Allie Family Office's Vanguard Total World Stock ETF position peaked at $4.25M in Q4 2021.
  • 1,229 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2026.

Based on Allie Family Office's 13F filing for Q1 2026, filed 14 May 2026.