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McKinley Carter Wealth Services’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

McKinley Carter Wealth Services’s Portfolio VTI Stock Details VTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.62M Sell
4,389
-96
-2% -$34.3K 0.08% 141
2026
Q1 		$1.44M Sell
4,485
-350
-7% -$117K 0.08% 145
2025
Q4 		$1.62M Sell
4,835
-302
-6% -$100K 0.09% 139
2025
Q3 		$1.69M Sell
5,137
-58
-1% -$18.3K 0.09% 132
2025
Q2 		$1.58M Sell
5,195
-520
-9% -$146K 0.09% 131
2025
Q1 		$1.57M Sell
5,715
-194
-3% -$56.4K 0.1% 129
2024
Q4 		$1.71M Sell
5,909
-97
-2% -$28.3K 0.1% 120
2024
Q3 		$1.7M Sell
6,006
-76
-1% -$20.7K 0.1% 128
2024
Q2 		$1.63M Sell
6,082
-610
-9% -$158K 0.1% 126
2024
Q1 		$1.74M Sell
6,692
-278
-4% -$68.8K 0.12% 116
2023
Q4 		$1.65M Sell
6,970
-697
-9% -$154K 0.12% 114
2023
Q3 		$1.63M Buy
7,667
+131
+2% +$29K 0.13% 113
2023
Q2 		$1.66M Buy
7,536
+1,660
+28% +$346K 0.12% 116
2023
Q1 		$1.2M Sell
5,876
-143
-2% -$28.6K 0.09% 134
2022
Q4 		$1.15M Buy
6,019
+139
+2% +$26.8K 0.1% 134
2022
Q3 		$1.05M Buy
5,880
+156
+3% +$31.1K 0.1% 128
2022
Q2 		$1.08M Sell
5,724
-83
-1% -$17.1K 0.1% 133
2022
Q1 		$1.32M Sell
5,807
-378
-6% -$85K 0.1% 125
2021
Q4 		$1.49M Sell
6,185
-17
-0.3% -$4.01K 0.11% 122
2021
Q3 		$1.38M Sell
6,202
-607
-9% -$138K 0.11% 125
2021
Q2 		$1.52M Sell
6,809
-161
-2% -$34.9K 0.13% 122
2021
Q1 		$1.44M Buy
6,970
+920
+15% +$186K 0.12% 126
2020
Q4 		$1.18M Buy
6,050
+3,950
+188% +$722K 0.15% 122
2020
Q3 		$358K Sell
2,100
-604
-22% -$102K 0.08% 107
2020
Q2 		$423K Buy
2,704
+815
+43% +$120K 0.1% 101
2020
Q1 		$244K Sell
1,889
-275
-13% -$42.5K 0.07% 124
2019
Q4 		$354K Sell
2,164
-15
-0.7% -$2.35K 0.08% 126
2019
Q3 		$329K Buy
2,179
+513
+31% +$77.3K 0.08% 130
2019
Q2 		$250K Sell
1,666
-516
-24% -$76K 0.07% 141
2019
Q1 		$316K Buy
2,182
+7
+0.3% +$977 0.09% 127
2018
Q4 		$278K Buy
2,175
+202
+10% +$27.9K 0.09% 130
2018
Q3 		$295K Sell
1,973
-744
-27% -$109K 0.09% 134
2018
Q2 		$382K Sell
2,717
-63
-2% -$8.79K 0.12% 113
2018
Q1 		$377K Sell
2,780
-225
-7% -$31.5K 0.12% 115
2017
Q4 		$412K Sell
3,005
-508
-14% -$68K 0.14% 105
2017
Q3 		$455K Buy
3,513
+219
+7% +$27.7K 0.17% 92
2017
Q2 		$410K Sell
3,294
-458
-12% -$56.4K 0.18% 85
2017
Q1 		$455K Sell
3,752
-157
-4% -$18.8K 0.21% 79
2016
Q4 		$451K Buy
3,909
+1,250
+47% +$141K 0.23% 77
2016
Q3 		$296K Sell
2,659
-694
-21% -$77K 0.15% 94
2016
Q2 		$359K Sell
3,353
-384
-10% -$40.7K 0.19% 88
2016
Q1 		$392K Buy
3,737
+935
+33% +$92.7K 0.22% 84
2015
Q4 		$292K Sell
2,802
-13
-0.5% -$1.37K 0.17% 91
2015
Q3 		$278K Sell
2,815
-25
-0.9% -$2.62K 0.17% 89
2015
Q2 		$304K Sell
2,840
-385
-12% -$42K 0.16% 104
2015
Q1 		$346K Buy
3,225
+777
+32% +$83K 0.22% 83
2014
Q4 		$259K Buy
2,448
+60
+3% +$6.21K 0.2% 87
2014
Q3 		$242K Buy
+2,388
New +$244K 0.23% 79

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

McKinley Carter Wealth Services reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 2.1% in Q2 2026, selling an estimated $34.3K and leaving 4,389 shares worth $1.62M. The position accounts for 0.08% of the portfolio, ranked #141.

McKinley Carter Wealth Services first reported a position in VTI in Q3 2014 and has held it in 48 quarters since. The position peaked at $1.74M in Q1 2024. 3,667 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • McKinley Carter Wealth Services held 4,389 shares of Vanguard Morningstar Total Stock Market ETF worth $1.62M as of Q2 2026.
  • McKinley Carter Wealth Services sold 96 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $34.3K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.08% of McKinley Carter Wealth Services's portfolio in Q2 2026, its #141 holding.
  • McKinley Carter Wealth Services first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2014 and has held it in 48 quarters since.
  • McKinley Carter Wealth Services's Vanguard Morningstar Total Stock Market ETF position peaked at $1.74M in Q1 2024.
  • 3,667 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

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