Mount Yale Investment Advisors’s Vanguard Total World Stock ETF VT Stock Holding History

Mount Yale Investment Advisors’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	$9.06M	Sell	57,703 -175,209	-75%	-$26.7M	0.17%	141
2026 Q1	$32.2M	Buy	232,912 +231,447	+15,798%	+$33.3M	0.75%	24
2025 Q4	$207K	Buy	+1,465	New	+$205K	0.01%	690

Other funds holding VT

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Brandywine Trust Hockessin, Delaware $621M AUM 15.59% 1-Year Est. Return

Mount Yale Investment Advisors's VT Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its Vanguard Total World Stock ETF (VT) stake by 75% in Q2 2026, selling an estimated $26.7M and leaving 57,703 shares worth $9.06M. The position accounts for 0.17% of the portfolio, ranked #141.

Mount Yale Investment Advisors first reported a position in VT in Q4 2025 and has held it in 3 quarters since. The position peaked at $32.2M in Q1 2026. 1,315 funds tracked by Wall St. Rank hold VT as of Q2 2026.

Mount Yale Investment Advisors held 57,703 shares of Vanguard Total World Stock ETF worth $9.06M as of Q2 2026.
Mount Yale Investment Advisors sold 175,209 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $26.7M.
Vanguard Total World Stock ETF made up 0.17% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #141 holding.
Mount Yale Investment Advisors first reported a position in Vanguard Total World Stock ETF in Q4 2025 and has held it in 3 quarters since.
Mount Yale Investment Advisors's Vanguard Total World Stock ETF position peaked at $32.2M in Q1 2026.
1,315 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.