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CLA (CliftonLarsonAllen) Wealth Advisors’s Vanguard Total World Stock ETF VT Stock Holding History

CLA (CliftonLarsonAllen) Wealth Advisors’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
-44,137
Closed -$6.11M – 263
2026
Q1 		$6.11M Hold
44,137
– – 0.09% 84
2025
Q4 		$6.23M Hold
44,137
– – 0.09% 78
2025
Q3 		$6.08M Buy
44,137
+68
+0.2% +$9.04K 0.1% 78
2025
Q2 		$5.66M Sell
44,069
-59
-0.1% -$7.06K 0.1% 81
2025
Q1 		$5.12M Buy
44,128
+59
+0.1% +$7.06K 0.1% 79
2024
Q4 		$5.18M Hold
44,069
– – 0.1% 68
2024
Q3 		$5.28M Sell
44,069
-98
-0.2% -$11.3K 0.12% 66
2024
Q2 		$4.97M Buy
44,167
+143
+0.3% +$15.8K 0.11% 67
2024
Q1 		$4.86M Buy
44,024
+21
+0% +$2.22K 0.11% 66
2023
Q4 		$4.53M Hold
44,003
– – 0.11% 68
2023
Q3 		$4.1M Hold
44,003
– – 0.11% 66
2023
Q2 		$4.27M Hold
44,003
– – 0.12% 65
2023
Q1 		$4.05M Buy
44,003
+3
+0% +$272 0.12% 67
2022
Q4 		$3.79M Buy
+44,000
New +$3.76M 0.14% 72
2022
Q3 		– Sell
-44,000
Closed -$3.75M – 171
2022
Q2 		$3.75M Hold
44,000
– – 0.16% 62
2022
Q1 		$4.46M Hold
44,000
– – 0.16% 67
2021
Q4 		$4.73M Hold
44,000
– – 0.17% 61
2021
Q3 		$4.48M Hold
44,000
– – 0.18% 60
2021
Q2 		$4.56M Hold
44,000
– – 0.19% 59
2021
Q1 		$4.28M Hold
44,000
– – 0.2% 59
2020
Q4 		$4.07M Hold
44,000
– – 0.2% 61
2020
Q3 		$3.55M Hold
44,000
– – 0.2% 63
2020
Q2 		$3.29M Buy
+44,000
New +$3.1M 0.2% 62
2019
Q4 		$1.94M Hold
24,000
– – 0.15% 75
2019
Q3 		$1.8M Hold
24,000
– – 0.16% 76
2019
Q2 		$1.8M Buy
+24,000
New +$1.78M 0.18% 67

Other funds holding VT

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
BT
Brandywine Trust Hockessin, Delaware $621M AUM 15.59% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's VT Position: Q2 2026 in Review

CLA (CliftonLarsonAllen) Wealth Advisors sold out of Vanguard Total World Stock ETF (VT) in Q2 2026, closing a stake of 44,137 shares — an estimated $6.11M sold.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in VT in Q2 2019 and held it in 26 quarters. The position peaked at $6.23M in Q4 2025. 1,315 funds tracked by Wall St. Rank hold VT as of Q2 2026.

  • CLA (CliftonLarsonAllen) Wealth Advisors reported no remaining Vanguard Total World Stock ETF position as of Q2 2026 after selling out during the quarter.
  • CLA (CliftonLarsonAllen) Wealth Advisors sold 44,137 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $6.11M.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in Vanguard Total World Stock ETF in Q2 2019 and held it in 26 quarters.
  • CLA (CliftonLarsonAllen) Wealth Advisors's Vanguard Total World Stock ETF position peaked at $6.23M in Q4 2025.
  • 1,315 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.