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

Mindset 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
Q3 		$347K Hold
2,200
– – 0.06% 122
2026
Q2 		$345K Hold
2,200
– – 0.07% 124
2026
Q1 		$304K Buy
2,200
+14
+0.6% +$2.01K 0.08% 123
2025
Q4 		$308K Hold
2,186
– – 0.08% 125
2025
Q3 		$301K Hold
2,186
– – 0.08% 121
2025
Q2 		$281K Hold
2,186
– – 0.09% 119
2025
Q1 		$253K Buy
2,186
+3
+0.1% +$359 0.1% 109
2024
Q4 		$256K Hold
2,183
– – 0.09% 107
2024
Q3 		$261K Buy
+2,183
New +$251K 0.11% 103

Other funds holding VT

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
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
YC
Yarbrough Capital Franklin, Tennessee $3.58B AUM 26% 1-Year Est. Return
BIP Wealth
BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return
Prentice Wealth Management
Prentice Wealth Management Rochester, New York $493M AUM 7.72% 1-Year Est. Return
WJ Interests
WJ Interests Sugar Land, Texas $278M AUM 10.13% 1-Year Est. Return
Topor & Co Korea
Topor & Co Korea Seoul $127M AUM 13.22% 1-Year Est. Return
GoalFusion Wealth Management
GoalFusion Wealth Management Austin, Texas $250M AUM 10.76% 1-Year Est. Return
Laurel Oak Wealth Management
Laurel Oak Wealth Management Marlton, New Jersey $713M AUM 22.47% 1-Year Est. Return

Mindset Wealth Management's VT Position: Q3 2026 in Review

Mindset Wealth Management held its Vanguard Total World Stock ETF (VT) position steady in Q3 2026 at 2,200 shares worth $347K. The position accounts for 0.06% of the portfolio, ranked #122.

Mindset Wealth Management first reported a position in VT in Q3 2024 and has held it in 9 quarters since. 419 funds tracked by Wall St. Rank hold VT as of Q3 2026.

  • Mindset Wealth Management held 2,200 shares of Vanguard Total World Stock ETF worth $347K as of Q3 2026.
  • Mindset Wealth Management left its Vanguard Total World Stock ETF share count unchanged in Q3 2026.
  • Vanguard Total World Stock ETF made up 0.06% of Mindset Wealth Management's portfolio in Q3 2026, its #122 holding.
  • Mindset Wealth Management first reported a position in Vanguard Total World Stock ETF in Q3 2024 and has held it in 9 quarters since.
  • 419 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q3 2026.

Based on Mindset Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.