Bruce G. Allen Investments’s Vanguard Total World Stock ETF VT Stock Holding History

Bruce G. Allen Investments’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	$17.9K	Hold	114	–	–	0.01%	425
2026 Q1	$15.7K	Buy	114 +1	+0.9%	+$144	0.01%	432
2025 Q4	$16K	Sell	113 -4	-3%	-$559	0.01%	423
2025 Q3	$16.1K	Buy	117 +1	+0.9%	+$133	0.01%	425
2025 Q2	$14.9K	Hold	116	–	–	0.01%	425
2025 Q1	$13.4K	Buy	116 +1	+0.9%	+$120	0.01%	434
2024 Q4	$13.5K	Buy	115 +1	+0.9%	+$120	0.01%	434
2024 Q3	$13.7K	Hold	114	–	–	0.01%	441
2024 Q2	$12.8K	Buy	114 +1	+0.9%	+$110	0.01%	431
2024 Q1	$12.5K	Sell	113 -4	-3%	-$423	0.01%	440
2023 Q4	$12K	Buy	+117	New	+$11.3K	0.01%	443

Other funds holding VT

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Brandywine Trust Hockessin, Delaware $621M AUM 15.59% 1-Year Est. Return

Bruce G. Allen Investments's VT Position: Q2 2026 in Review

Bruce G. Allen Investments held its Vanguard Total World Stock ETF (VT) position steady in Q2 2026 at 114 shares worth $17.9K. The position accounts for 0.01% of the portfolio, ranked #425.

Bruce G. Allen Investments first reported a position in VT in Q4 2023 and has held it in 11 quarters since. 1,321 funds tracked by Wall St. Rank hold VT as of Q2 2026.

Bruce G. Allen Investments held 114 shares of Vanguard Total World Stock ETF worth $17.9K as of Q2 2026.
Bruce G. Allen Investments left its Vanguard Total World Stock ETF share count unchanged in Q2 2026.
Vanguard Total World Stock ETF made up 0.01% of Bruce G. Allen Investments's portfolio in Q2 2026, its #425 holding.
Bruce G. Allen Investments first reported a position in Vanguard Total World Stock ETF in Q4 2023 and has held it in 11 quarters since.
1,321 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.