MAI Capital Management’s Vanguard Total World Stock ETF VT Stock Holding History

MAI Capital Management’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	$84.9M	Buy	540,619 +503,628	+1,361%	+$76.8M	0.32%	67
2026 Q1	$5.12M	Sell	36,991 -3,624	-9%	-$521K	0.03%	401
2025 Q4	$5.73M	Buy	40,615 +2,534	+7%	+$354K	0.03%	366
2025 Q3	$5.25M	Buy	38,081 +239	+0.6%	+$31.8K	0.03%	357
2025 Q2	$4.86M	Sell	37,842 -214	-0.6%	-$25.6K	0.03%	338
2025 Q1	$4.41M	Sell	38,056 -443	-1%	-$53K	0.03%	337
2024 Q4	$4.52M	Buy	38,499 +78	+0.2%	+$9.36K	0.03%	339
2024 Q3	$4.6M	Sell	38,421 -352	-0.9%	-$40.5K	0.04%	269
2024 Q2	$4.37M	Sell	38,773 -840	-2%	-$92.6K	0.04%	275
2024 Q1	$4.38M	Buy	+39,613	New	+$4.19M	0.05%	269

Other funds holding VT

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Brandywine Trust Hockessin, Delaware $621M AUM 15.59% 1-Year Est. Return

MAI Capital Management's VT Position: Q2 2026 in Review

MAI Capital Management increased its Vanguard Total World Stock ETF (VT) stake by 1,361% in Q2 2026, buying an estimated $76.8M and bringing the position to 540,619 shares worth $84.9M. The position accounts for 0.32% of the portfolio, ranked #67.

MAI Capital Management first reported a position in VT in Q1 2024 and has held it in 10 quarters since. 1,317 funds tracked by Wall St. Rank hold VT as of Q2 2026.

MAI Capital Management held 540,619 shares of Vanguard Total World Stock ETF worth $84.9M as of Q2 2026.
MAI Capital Management bought 503,628 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $76.8M.
Vanguard Total World Stock ETF made up 0.32% of MAI Capital Management's portfolio in Q2 2026, its #67 holding.
MAI Capital Management first reported a position in Vanguard Total World Stock ETF in Q1 2024 and has held it in 10 quarters since.
1,317 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.