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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
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 $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

Independent Advisor Alliance's VT Position: Q1 2026 in Review

Independent Advisor Alliance opened a new position in Vanguard Total World Stock ETF (VT) in Q1 2026: 8,865 shares worth $1.23M. The stake represents 0.01% of the portfolio and ranks #730 among its holdings. This is a return to the name: Independent Advisor Alliance previously reported a position in VT as recently as Q4 2024.

Independent Advisor Alliance first reported a position in VT in Q1 2017 and has held it in 4 quarters since. The position peaked at $1.55M in Q1 2017. 1,229 funds tracked by Wall St. Rank hold VT as of Q1 2026.

  • Independent Advisor Alliance held 8,865 shares of Vanguard Total World Stock ETF worth $1.23M as of Q1 2026.
  • Vanguard Total World Stock ETF was a new Independent Advisor Alliance position in Q1 2026.
  • Vanguard Total World Stock ETF made up 0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #730 holding.
  • Independent Advisor Alliance first reported a position in Vanguard Total World Stock ETF in Q1 2017 and has held it in 4 quarters since.
  • Independent Advisor Alliance's Vanguard Total World Stock ETF position peaked at $1.55M in Q1 2017.
  • 1,229 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.