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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
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 $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

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

Mindset Wealth Management increased its Vanguard Total World Stock ETF (VT) stake by 0.64% in Q1 2026, buying an estimated $2.01K and bringing the position to 2,200 shares worth $304K. The position accounts for 0.08% of the portfolio, ranked #123.

Mindset Wealth Management first reported a position in VT in Q3 2024 and has held it in 7 quarters since. The position peaked at $308K in Q4 2025. 1,229 funds tracked by Wall St. Rank hold VT as of Q1 2026.

  • Mindset Wealth Management held 2,200 shares of Vanguard Total World Stock ETF worth $304K as of Q1 2026.
  • Mindset Wealth Management bought 14 Vanguard Total World Stock ETF shares in Q1 2026, an estimated $2.01K.
  • Vanguard Total World Stock ETF made up 0.08% of Mindset Wealth Management's portfolio in Q1 2026, its #123 holding.
  • Mindset Wealth Management first reported a position in Vanguard Total World Stock ETF in Q3 2024 and has held it in 7 quarters since.
  • Mindset Wealth Management's Vanguard Total World Stock ETF position peaked at $308K in Q4 2025.
  • 1,229 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2026.

Based on Mindset Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.