AWA
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Arete Wealth Advisors’s Vail Resorts MTN Stock Holding History

Arete Wealth Advisors’s Portfolio MTN Stock Details MTN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1,585
Closed -$210K – 583
2025
Q4 		$210K Sell
1,585
-2
-0.1% -$294 0.01% 710
2025
Q3 		$237K Sell
1,587
-6
-0.4% -$931 0.01% 681
2025
Q2 		$250K Sell
1,593
-2
-0.1% -$297 0.02% 622
2025
Q1 		$255K Hold
1,595
– – 0.02% 598
2024
Q4 		$297K Hold
1,595
– – 0.02% 562
2024
Q3 		$278K Buy
+1,595
New +$285K 0.02% 544
2023
Q4 		– Sell
-1,165
Closed -$259K – 766
2023
Q3 		$259K Buy
1,165
+11
+1% +$2.61K 0.04% 381
2023
Q2 		$291K Buy
+1,154
New +$281K 0.03% 506

Other funds holding MTN

BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
OMC
Oasis Management Company Grand Cayman, Cayman Islands $846M AUM 32.1% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return