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McMill Wealth Management’s Vanguard Total World Stock ETF VT Stock Holding History

McMill Wealth 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
Q1 		– Sell
-26,957
Closed -$3.8M – 85
2025
Q4 		$3.8M Sell
26,957
-7,226
-21% -$1.01M 1.07% 20
2025
Q3 		$4.71M Sell
34,183
-6,843
-17% -$909K 1.34% 17
2025
Q2 		$5.26M Sell
41,026
-2,205
-5% -$264K 1.74% 15
2025
Q1 		$5.01M Sell
43,231
-558
-1% -$66.8K 1.81% 15
2024
Q4 		$5.14M Buy
+43,789
New +$5.26M 2.08% 14

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

McMill Wealth Management's VT Position: Q1 2026 in Review

McMill Wealth Management sold out of Vanguard Total World Stock ETF (VT) in Q1 2026, closing a stake of 26,957 shares — an estimated $3.8M sold.

McMill Wealth Management first reported a position in VT in Q4 2024 and held it in 5 quarters. The position peaked at $5.26M in Q2 2025. 1,229 funds tracked by Wall St. Rank hold VT as of Q1 2026.

  • McMill Wealth Management reported no remaining Vanguard Total World Stock ETF position as of Q1 2026 after selling out during the quarter.
  • McMill Wealth Management sold 26,957 Vanguard Total World Stock ETF shares in Q1 2026, an estimated $3.8M.
  • McMill Wealth Management first reported a position in Vanguard Total World Stock ETF in Q4 2024 and held it in 5 quarters.
  • McMill Wealth Management's Vanguard Total World Stock ETF position peaked at $5.26M in Q2 2025.
  • 1,229 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2026.

Based on McMill Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.