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

Apollon Wealth 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 		$8.09M Buy
51,517
+4,705
+10% +$718K 0.1% 184
2026
Q1 		$6.48M Sell
46,812
-292
-0.6% -$42K 0.11% 172
2025
Q4 		$6.64M Buy
47,104
+572
+1% +$80K 0.12% 165
2025
Q3 		$6.41M Buy
46,532
+29
+0.1% +$3.85K 0.11% 166
2025
Q2 		$5.98M Buy
46,503
+2,608
+6% +$312K 0.12% 157
2025
Q1 		$5.09M Sell
43,895
-586
-1% -$70.1K 0.11% 166
2024
Q4 		$5.23M Buy
44,481
+2,648
+6% +$318K 0.12% 149
2024
Q3 		$5.01M Sell
41,833
-2,835
-6% -$326K 0.14% 132
2024
Q2 		$5.03M Buy
44,668
+350
+0.8% +$38.6K 0.15% 120
2024
Q1 		$4.9M Buy
44,318
+691
+2% +$73.1K 0.15% 121
2023
Q4 		$4.49M Buy
43,627
+1,443
+3% +$139K 0.16% 124
2023
Q3 		$3.93M Buy
42,184
+1,025
+2% +$99.5K 0.2% 98
2023
Q2 		$3.99M Sell
41,159
-500
-1% -$46.9K 0.19% 107
2023
Q1 		$3.84M Sell
41,659
-200
-0.5% -$18.1K 0.24% 89
2022
Q4 		$3.61M Buy
41,859
+59
+0.1% +$5.04K 0.26% 84
2022
Q3 		$3.3M Hold
41,800
– – 0.27% 79
2022
Q2 		$3.57M Buy
41,800
+5,900
+16% +$546K 0.3% 69
2022
Q1 		$3.64M Sell
35,900
-400
-1% -$40.5K 0.26% 80
2021
Q4 		$3.9M Buy
+36,300
New +$3.86M 0.29% 73

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

Apollon Wealth Management's VT Position: Q2 2026 in Review

Apollon Wealth Management increased its Vanguard Total World Stock ETF (VT) stake by 10% in Q2 2026, buying an estimated $718K and bringing the position to 51,517 shares worth $8.09M. The position accounts for 0.1% of the portfolio, ranked #184.

Apollon Wealth Management first reported a position in VT in Q4 2021 and has held it in 19 quarters since. 1,317 funds tracked by Wall St. Rank hold VT as of Q2 2026.

  • Apollon Wealth Management held 51,517 shares of Vanguard Total World Stock ETF worth $8.09M as of Q2 2026.
  • Apollon Wealth Management bought 4,705 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $718K.
  • Vanguard Total World Stock ETF made up 0.1% of Apollon Wealth Management's portfolio in Q2 2026, its #184 holding.
  • Apollon Wealth Management first reported a position in Vanguard Total World Stock ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,317 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.