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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
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

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

McKinley Carter Wealth Services's VT Position: Q2 2026 in Review

McKinley Carter Wealth Services increased its Vanguard Total World Stock ETF (VT) stake by 12% in Q2 2026, buying an estimated $1.51M and bringing the position to 89,697 shares worth $14.1M. The position accounts for 0.73% of the portfolio, ranked #29.

McKinley Carter Wealth Services first reported a position in VT in Q1 2023 and has held it in 14 quarters since. The position peaked at $44.4M in Q3 2025. 1,317 funds tracked by Wall St. Rank hold VT as of Q2 2026.

  • McKinley Carter Wealth Services held 89,697 shares of Vanguard Total World Stock ETF worth $14.1M as of Q2 2026.
  • McKinley Carter Wealth Services bought 9,871 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $1.51M.
  • Vanguard Total World Stock ETF made up 0.73% of McKinley Carter Wealth Services's portfolio in Q2 2026, its #29 holding.
  • McKinley Carter Wealth Services first reported a position in Vanguard Total World Stock ETF in Q1 2023 and has held it in 14 quarters since.
  • McKinley Carter Wealth Services's Vanguard Total World Stock ETF position peaked at $44.4M in Q3 2025.
  • 1,317 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.