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 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

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

Mindset Wealth Management's VT Position: Q2 2026 in Review

Mindset Wealth Management held its Vanguard Total World Stock ETF (VT) position steady in Q2 2026 at 2,200 shares worth $345K. The position accounts for 0.07% of the portfolio, ranked #124.

Mindset Wealth Management first reported a position in VT in Q3 2024 and has held it in 8 quarters since. 1,317 funds tracked by Wall St. Rank hold VT as of Q2 2026.

Mindset Wealth Management held 2,200 shares of Vanguard Total World Stock ETF worth $345K as of Q2 2026.
Mindset Wealth Management left its Vanguard Total World Stock ETF share count unchanged in Q2 2026.
Vanguard Total World Stock ETF made up 0.07% of Mindset Wealth Management's portfolio in Q2 2026, its #124 holding.
Mindset Wealth Management first reported a position in Vanguard Total World Stock ETF in Q3 2024 and has held it in 8 quarters since.
1,317 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Mindset Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.