Independent Advisor Alliance’s Vanguard Total World Stock ETF VT Stock Holding History

Independent Advisor 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 Q2	–	Sell	-8,865	Closed	-$1.23M	–	1627
2026 Q1	$1.23M	Buy	+8,865	New	+$1.28M	0.01%	730
2025 Q1	–	Sell	-9,371	Closed	-$1.1M	–	1363
2024 Q4	$1.1M	Buy	+9,371	New	+$1.12M	0.01%	702
2020 Q1	–	Sell	-10,714	Closed	-$868K	–	861
2019 Q4	$868K	Buy	+10,714	New	+$833K	0.04%	400
2017 Q2	–	Sell	-23,911	Closed	-$1.55M	–	411
2017 Q1	$1.55M	Buy	+23,911	New	+$1.53M	0.25%	122

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

Independent Advisor Alliance's VT Position: Q2 2026 in Review

Independent Advisor Alliance sold out of Vanguard Total World Stock ETF (VT) in Q2 2026, closing a stake of 8,865 shares — an estimated $1.23M sold.

Independent Advisor Alliance first reported a position in VT in Q1 2017 and held it in 4 quarters. The position peaked at $1.55M in Q1 2017. 1,317 funds tracked by Wall St. Rank hold VT as of Q2 2026.

Independent Advisor Alliance reported no remaining Vanguard Total World Stock ETF position as of Q2 2026 after selling out during the quarter.
Independent Advisor Alliance sold 8,865 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $1.23M.
Independent Advisor Alliance first reported a position in Vanguard Total World Stock ETF in Q1 2017 and held it in 4 quarters.
Independent Advisor Alliance's Vanguard Total World Stock ETF position peaked at $1.55M in Q1 2017.
1,317 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.