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Wallace Advisory Group’s Vanguard Total World Stock ETF VT Stock Holding History

Wallace Advisory Group’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 		$672K Sell
4,855
-62
-1% -$8.92K 0.72% 26
2025
Q4 		$694K Buy
+4,917
New +$687K 0.73% 31

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

Wallace Advisory Group's VT Position: Q1 2026 in Review

Wallace Advisory Group reduced its Vanguard Total World Stock ETF (VT) stake by 1.3% in Q1 2026, selling an estimated $8.92K and leaving 4,855 shares worth $672K. The position accounts for 0.72% of the portfolio, ranked #26.

Wallace Advisory Group first reported a position in VT in Q4 2025 and has held it in 2 quarters since. The position peaked at $694K in Q4 2025. 1,229 funds tracked by Wall St. Rank hold VT as of Q1 2026.

  • Wallace Advisory Group held 4,855 shares of Vanguard Total World Stock ETF worth $672K as of Q1 2026.
  • Wallace Advisory Group sold 62 Vanguard Total World Stock ETF shares in Q1 2026, an estimated $8.92K.
  • Vanguard Total World Stock ETF made up 0.72% of Wallace Advisory Group's portfolio in Q1 2026, its #26 holding.
  • Wallace Advisory Group first reported a position in Vanguard Total World Stock ETF in Q4 2025 and has held it in 2 quarters since.
  • Wallace Advisory Group's Vanguard Total World Stock ETF position peaked at $694K in Q4 2025.
  • 1,229 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2026.

Based on Wallace Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.