McKinley Carter Wealth Services
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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
Q3 		$14.1M Sell
89,322
-375
-0.4% -$59.5K 0.72% 31
2026
Q2 		$14.1M Buy
89,697
+9,871
+12% +$1.51M 0.73% 29
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

Rakuten Investment Management
Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return
Angeles Wealth Management
Angeles Wealth Management Santa Monica, California $2.27B AUM 17.57% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return
Sageworth Trust
Sageworth Trust Lancaster, Pennsylvania $2.65B AUM 15.5% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Bernzott Capital Advisors
Bernzott Capital Advisors Camarillo, California $233M AUM 9.08% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
YC
Yarbrough Capital Franklin, Tennessee $3.58B AUM 26% 1-Year Est. Return

McKinley Carter Wealth Services's VT Position: Q3 2026 in Review

McKinley Carter Wealth Services reduced its Vanguard Total World Stock ETF (VT) stake by 0.42% in Q3 2026, selling an estimated $59.5K and leaving 89,322 shares worth $14.1M. The position accounts for 0.72% of the portfolio, ranked #31.

McKinley Carter Wealth Services first reported a position in VT in Q1 2023 and has held it in 15 quarters since. The position peaked at $44.4M in Q3 2025. 587 funds tracked by Wall St. Rank hold VT as of Q3 2026.

  • McKinley Carter Wealth Services held 89,322 shares of Vanguard Total World Stock ETF worth $14.1M as of Q3 2026.
  • McKinley Carter Wealth Services sold 375 Vanguard Total World Stock ETF shares in Q3 2026, an estimated $59.5K.
  • Vanguard Total World Stock ETF made up 0.72% of McKinley Carter Wealth Services's portfolio in Q3 2026, its #31 holding.
  • McKinley Carter Wealth Services first reported a position in Vanguard Total World Stock ETF in Q1 2023 and has held it in 15 quarters since.
  • McKinley Carter Wealth Services's Vanguard Total World Stock ETF position peaked at $44.4M in Q3 2025.
  • 587 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q3 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q3 2026, filed 16 Oct 2026.