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Fiduciary Alliance’s Vanguard Total World Stock ETF VT Stock Holding History

Fiduciary Alliance’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 		$299K Buy
+2,013
New +$290K 0.02% 444
2023
Q3 		– Sell
-72
Closed -$6.97K – 933
2023
Q2 		$6.97K Buy
+72
New +$6.75K ﹤0.01% 631
2023
Q1 		– Sell
-71
Closed -$6.13K – 854
2022
Q4 		$6.13K Buy
+71
New +$6.07K ﹤0.01% 488

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

Fiduciary Alliance's VT Position: Q1 2026 in Review

Fiduciary Alliance opened a new position in Vanguard Total World Stock ETF (VT) in Q1 2026: 2,013 shares worth $299K. The stake represents 0.02% of the portfolio and ranks #444 among its holdings. This is a return to the name: Fiduciary Alliance previously reported a position in VT as recently as Q2 2023.

Fiduciary Alliance first reported a position in VT in Q4 2022 and has held it in 3 quarters since. 1,229 funds tracked by Wall St. Rank hold VT as of Q1 2026.

  • Fiduciary Alliance held 2,013 shares of Vanguard Total World Stock ETF worth $299K as of Q1 2026.
  • Vanguard Total World Stock ETF was a new Fiduciary Alliance position in Q1 2026.
  • Vanguard Total World Stock ETF made up 0.02% of Fiduciary Alliance's portfolio in Q1 2026, its #444 holding.
  • Fiduciary Alliance first reported a position in Vanguard Total World Stock ETF in Q4 2022 and has held it in 3 quarters since.
  • 1,229 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2026.

Based on Fiduciary Alliance's 13F filing for Q1 2026, filed 20 Apr 2026.