Vanguard Group
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Vanguard Group’s AlTi Global ALTI Stock Holding History

Vanguard Group’s Portfolio ALTI Stock Details ALTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$10.1M Buy
2,183,634
+148,611
+7% +$613K ﹤0.01% 2960
2025
Q3 		$7.24M Sell
2,035,023
-312,984
-13% -$1.3M ﹤0.01% 3143
2025
Q2 		$9.74M Buy
2,348,007
+62,538
+3% +$216K ﹤0.01% 2920
2025
Q1 		$6.95M Buy
2,285,469
+4,925
+0.2% +$17.6K ﹤0.01% 3040
2024
Q4 		$10.1M Sell
2,280,544
-4,536
-0.2% -$19.2K ﹤0.01% 2953
2024
Q3 		$8.55M Buy
2,285,080
+370,271
+19% +$1.6M ﹤0.01% 3035
2024
Q2 		$9.98M Buy
1,914,809
+321,037
+20% +$1.54M ﹤0.01% 2923
2024
Q1 		$9.02M Buy
1,593,772
+1,085,308
+213% +$6.69M ﹤0.01% 3019
2023
Q4 		$4.45M Buy
508,464
+41,042
+9% +$309K ﹤0.01% 3335
2023
Q3 		$3.25M Buy
467,422
+31,304
+7% +$232K ﹤0.01% 3424
2023
Q2 		$3.34M Buy
436,118
+139,845
+47% +$980K ﹤0.01% 3476
2023
Q1 		$3.72M Buy
+296,273
New +$2.98M ﹤0.01% 3444

Other funds holding ALTI

A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AG
AlTi Global New York $4.6B AUM 22.54% 1-Year Est. Return
YAG
Yorkville Advisors Global Mountainside, New Jersey $155M AUM 58.46% 1-Year Est. Return
BF
BOK Financial Tulsa, Oklahoma $6.54B AUM 25.41% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Vanguard Group's ALTI Position: Q4 2025 in Review

Vanguard Group increased its AlTi Global (ALTI) stake by 7.3% in Q4 2025, buying an estimated $613K and bringing the position to 2,183,634 shares worth $10.1M. The position accounts for ﹤0.01% of the portfolio, ranked #2960.

Vanguard Group first reported a position in ALTI in Q1 2023 and has held it in 12 quarters since. 76 funds tracked by Wall St. Rank hold ALTI as of Q4 2025.

  • Vanguard Group held 2,183,634 shares of AlTi Global worth $10.1M as of Q4 2025.
  • Vanguard Group bought 148,611 AlTi Global shares in Q4 2025, an estimated $613K.
  • AlTi Global made up ﹤0.01% of Vanguard Group's portfolio in Q4 2025, its #2960 holding.
  • Vanguard Group first reported a position in AlTi Global in Q1 2023 and has held it in 12 quarters since.
  • 76 funds tracked by Wall St. Rank held AlTi Global as of Q4 2025.

Based on Vanguard Group's 13F filing for Q4 2025, filed 29 Jan 2026.