MFG
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Mission Financial Group’s Vanguard Total World Stock ETF VT Stock Holding History

Mission Financial Group’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 		$214K Buy
+1,365
New +$208K 0.18% 143
2025
Q1 		$331K Buy
+2,396
New +$287K 0.31% 88
2021
Q4 		$398K Buy
+2,819
New +$300K 0.37% 78

Other funds holding VT

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
BT
Brandywine Trust Hockessin, Delaware $621M AUM 15.59% 1-Year Est. Return

Mission Financial Group's VT Position: Q2 2026 in Review

Mission Financial Group opened a new position in Vanguard Total World Stock ETF (VT) in Q2 2026: 1,365 shares worth $214K. The stake represents 0.18% of the portfolio and ranks #143 among its holdings. This is a return to the name: Mission Financial Group previously reported a position in VT as recently as Q1 2025.

Mission Financial Group first reported a position in VT in Q4 2021 and has held it in 3 quarters since. The position peaked at $398K in Q4 2021. 1,315 funds tracked by Wall St. Rank hold VT as of Q2 2026.

  • Mission Financial Group held 1,365 shares of Vanguard Total World Stock ETF worth $214K as of Q2 2026.
  • Vanguard Total World Stock ETF was a new Mission Financial Group position in Q2 2026.
  • Vanguard Total World Stock ETF made up 0.18% of Mission Financial Group's portfolio in Q2 2026, its #143 holding.
  • Mission Financial Group first reported a position in Vanguard Total World Stock ETF in Q4 2021 and has held it in 3 quarters since.
  • Mission Financial Group's Vanguard Total World Stock ETF position peaked at $398K in Q4 2021.
  • 1,315 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Mission Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.