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McKinley Carter Wealth Services’s Vanguard Total World Stock ETF VT Stock Holding History

McKinley Carter Wealth Services’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 		$11M Sell
79,826
-176,828
-69% -$25.4M 0.64% 36
2025
Q4 		$36.2M Sell
256,654
-65,508
-20% -$9.16M 2.02% 9
2025
Q3 		$44.4M Buy
322,162
+5,143
+2% +$683K 2.33% 10
2025
Q2 		$40.7M Buy
317,019
+31,009
+11% +$3.71M 2.26% 10
2025
Q1 		$33.2M Buy
286,010
+269,693
+1,653% +$32.3M 2.04% 10
2024
Q4 		$1.92M Buy
16,317
+3,103
+23% +$372K 0.12% 111
2024
Q3 		$1.58M Buy
13,214
+754
+6% +$86.7K 0.1% 134
2024
Q2 		$1.4M Sell
12,460
-224
-2% -$24.7K 0.09% 141
2024
Q1 		$1.4M Buy
12,684
+893
+8% +$94.4K 0.09% 139
2023
Q4 		$1.21M Buy
11,791
+1,675
+17% +$161K 0.09% 135
2023
Q3 		$943K Buy
10,116
+1,071
+12% +$104K 0.08% 148
2023
Q2 		$877K Buy
9,045
+839
+10% +$78.7K 0.07% 156
2023
Q1 		$756K Buy
+8,206
New +$743K 0.06% 172

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

McKinley Carter Wealth Services's VT Position: Q1 2026 in Review

McKinley Carter Wealth Services reduced its Vanguard Total World Stock ETF (VT) stake by 69% in Q1 2026, selling an estimated $25.4M and leaving 79,826 shares worth $11M. The position accounts for 0.64% of the portfolio, ranked #36.

McKinley Carter Wealth Services first reported a position in VT in Q1 2023 and has held it in 13 quarters since. The position peaked at $44.4M in Q3 2025. 1,229 funds tracked by Wall St. Rank hold VT as of Q1 2026.

  • McKinley Carter Wealth Services held 79,826 shares of Vanguard Total World Stock ETF worth $11M as of Q1 2026.
  • McKinley Carter Wealth Services sold 176,828 Vanguard Total World Stock ETF shares in Q1 2026, an estimated $25.4M.
  • Vanguard Total World Stock ETF made up 0.64% of McKinley Carter Wealth Services's portfolio in Q1 2026, its #36 holding.
  • McKinley Carter Wealth Services first reported a position in Vanguard Total World Stock ETF in Q1 2023 and has held it in 13 quarters since.
  • McKinley Carter Wealth Services's Vanguard Total World Stock ETF position peaked at $44.4M in Q3 2025.
  • 1,229 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.