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Allworth Financial’s Vanguard Total World Stock ETF VT Stock Holding History

Allworth Financial’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 		$4.12M Sell
26,224
-2,413
-8% -$368K 0.02% 388
2026
Q1 		$3.96M Buy
28,637
+21,769
+317% +$3.13M 0.02% 401
2025
Q4 		$969K Buy
6,868
+841
+14% +$118K ﹤0.01% 710
2025
Q3 		$831K Sell
6,027
-35
-0.6% -$4.65K ﹤0.01% 718
2025
Q2 		$779K Buy
6,062
+1,751
+41% +$209K ﹤0.01% 708
2025
Q1 		$497K Buy
4,311
+699
+19% +$83.6K ﹤0.01% 683
2024
Q4 		$438K Buy
3,612
+1,408
+64% +$169K ﹤0.01% 723
2024
Q3 		$264K Sell
2,204
-4
-0.2% -$460 ﹤0.01% 735
2024
Q2 		$252K Buy
2,208
+348
+19% +$38.4K ﹤0.01% 742
2024
Q1 		$206K Sell
1,860
-58
-3% -$6.13K ﹤0.01% 776
2023
Q4 		$197K Buy
1,918
+65
+4% +$6.25K ﹤0.01% 734
2023
Q3 		$173K Sell
1,853
-54
-3% -$5.24K ﹤0.01% 729
2023
Q2 		$185K Sell
1,907
-636
-25% -$59.6K ﹤0.01% 722
2023
Q1 		$234K Buy
2,543
+54
+2% +$4.89K ﹤0.01% 619
2022
Q4 		$215K Sell
2,489
-210
-8% -$17.9K ﹤0.01% 614
2022
Q3 		$213K Buy
2,699
+1,724
+177% +$151K ﹤0.01% 580
2022
Q2 		$83K Sell
975
-533
-35% -$49.3K ﹤0.01% 764
2022
Q1 		$153K Buy
1,508
+1
+0.1% +$101 ﹤0.01% 610
2021
Q4 		$162K Sell
1,507
-194
-11% -$20.6K ﹤0.01% 573
2021
Q3 		$173K Buy
1,701
+1,593
+1,475% +$167K ﹤0.01% 513
2021
Q2 		$11K Buy
108
+92
+575% +$9.38K ﹤0.01% 1029
2021
Q1 		$2K Hold
16
– – ﹤0.01% 1340
2020
Q4 		$1K Hold
16
– – ﹤0.01% 1303
2020
Q3 		$1K Buy
+16
New +$1.28K ﹤0.01% 1138

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

Allworth Financial's VT Position: Q2 2026 in Review

Allworth Financial reduced its Vanguard Total World Stock ETF (VT) stake by 8.4% in Q2 2026, selling an estimated $368K and leaving 26,224 shares worth $4.12M. The position accounts for 0.02% of the portfolio, ranked #388.

Allworth Financial first reported a position in VT in Q3 2020 and has held it in 24 quarters since. 1,315 funds tracked by Wall St. Rank hold VT as of Q2 2026.

  • Allworth Financial held 26,224 shares of Vanguard Total World Stock ETF worth $4.12M as of Q2 2026.
  • Allworth Financial sold 2,413 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $368K.
  • Vanguard Total World Stock ETF made up 0.02% of Allworth Financial's portfolio in Q2 2026, its #388 holding.
  • Allworth Financial first reported a position in Vanguard Total World Stock ETF in Q3 2020 and has held it in 24 quarters since.
  • 1,315 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.