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 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 $49.2B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bruce G. Allen Investments's VT Position: Q1 2026 in Review

Bruce G. Allen Investments increased its Vanguard Total World Stock ETF (VT) stake by 0.88% in Q1 2026, buying an estimated $144 and bringing the position to 114 shares worth $15.7K. The position accounts for 0.01% of the portfolio, ranked #432.

Bruce G. Allen Investments first reported a position in VT in Q4 2023 and has held it in 10 quarters since. The position peaked at $16.1K in Q3 2025. 1,229 funds tracked by Wall St. Rank hold VT as of Q1 2026.

Bruce G. Allen Investments held 114 shares of Vanguard Total World Stock ETF worth $15.7K as of Q1 2026.
Bruce G. Allen Investments bought 1 Vanguard Total World Stock ETF share in Q1 2026, an estimated $144.
Vanguard Total World Stock ETF made up 0.01% of Bruce G. Allen Investments's portfolio in Q1 2026, its #432 holding.
Bruce G. Allen Investments first reported a position in Vanguard Total World Stock ETF in Q4 2023 and has held it in 10 quarters since.
Bruce G. Allen Investments's Vanguard Total World Stock ETF position peaked at $16.1K in Q3 2025.
1,229 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2026.

Based on Bruce G. Allen Investments's 13F filing for Q1 2026, filed 8 May 2026.