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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
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 $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

Apollon Wealth Management's VT Position: Q1 2026 in Review

Apollon Wealth Management reduced its Vanguard Total World Stock ETF (VT) stake by 0.62% in Q1 2026, selling an estimated $42K and leaving 46,812 shares worth $6.48M. The position accounts for 0.11% of the portfolio, ranked #172.

Apollon Wealth Management first reported a position in VT in Q4 2021 and has held it in 18 quarters since. The position peaked at $6.64M in Q4 2025. 1,229 funds tracked by Wall St. Rank hold VT as of Q1 2026.

  • Apollon Wealth Management held 46,812 shares of Vanguard Total World Stock ETF worth $6.48M as of Q1 2026.
  • Apollon Wealth Management sold 292 Vanguard Total World Stock ETF shares in Q1 2026, an estimated $42K.
  • Vanguard Total World Stock ETF made up 0.11% of Apollon Wealth Management's portfolio in Q1 2026, its #172 holding.
  • Apollon Wealth Management first reported a position in Vanguard Total World Stock ETF in Q4 2021 and has held it in 18 quarters since.
  • Apollon Wealth Management's Vanguard Total World Stock ETF position peaked at $6.64M in Q4 2025.
  • 1,229 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2026.

Based on Apollon Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.