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

Mission 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	$2.04M	Buy	13,023 +3,858	+42%	+$589K	0.03%	304
2026 Q1	$1.27M	Buy	9,165 +119	+1%	+$17.1K	0.03%	285
2025 Q4	$1.28M	Buy	9,046 +3	+0%	+$419	0.03%	286
2025 Q3	$1.25M	Sell	9,043 -68	-0.7%	-$9.04K	0.02%	293
2025 Q2	$1.17M	Sell	9,111 -127	-1%	-$15.2K	0.03%	303
2025 Q1	$1.07M	Buy	9,238 +93	+1%	+$11.1K	0.03%	287
2024 Q4	$1.07M	Sell	9,145 -576	-6%	-$69.1K	0.03%	275
2024 Q3	$1.16M	Buy	9,721 +665	+7%	+$76.5K	0.03%	257
2024 Q2	$1.02M	Sell	9,056 -4,268	-32%	-$471K	0.03%	264
2024 Q1	$1.47M	Buy	13,324 +5,830	+78%	+$616K	0.04%	220
2023 Q4	$771K	Buy	7,494 +150	+2%	+$14.4K	0.03%	286
2023 Q3	$684K	Buy	7,344 +169	+2%	+$16.4K	0.03%	288
2023 Q2	$696K	Hold	7,175	–	–	0.03%	286
2023 Q1	$661K	Hold	7,175	–	–	0.03%	292
2022 Q4	$618K	Buy	7,175 +163	+2%	+$13.9K	0.03%	284
2022 Q3	$553K	Buy	7,012 +992	+16%	+$87.2K	0.03%	283
2022 Q2	$514K	Buy	6,020 +52	+0.9%	+$4.81K	0.03%	290
2022 Q1	$604K	Hold	5,968	–	–	0.03%	279
2021 Q4	$641K	Sell	5,968 -296	-5%	-$31.5K	0.03%	263
2021 Q3	$638K	Hold	6,264	–	–	0.03%	247
2021 Q2	$649K	Sell	6,264 -103	-2%	-$10.5K	0.03%	243
2021 Q1	$619K	Buy	6,367 +145	+2%	+$13.9K	0.04%	224
2020 Q4	$576K	Buy	6,222 +79	+1%	+$6.85K	0.04%	207
2020 Q3	$495K	Sell	6,143 -300	-5%	-$24.1K	0.04%	205
2020 Q2	$482K	Buy	6,443 +300	+5%	+$21.1K	0.04%	189
2020 Q1	$386K	Buy	6,143 +15	+0.2%	+$1.13K	0.04%	183
2019 Q4	$496K	Buy	6,128 +103	+2%	+$8.01K	0.05%	185
2019 Q3	$451K	Sell	6,025 -129	-2%	-$9.64K	0.05%	182
2019 Q2	$463K	Buy	6,154 +25	+0.4%	+$1.85K	0.05%	179
2019 Q1	$448K	Buy	6,129 +475	+8%	+$33.7K	0.05%	183
2018 Q4	$370K	Hold	5,654	–	–	0.05%	176
2018 Q3	$429K	Hold	5,654	–	–	0.06%	170
2018 Q2	$415K	Hold	5,654	–	–	0.06%	158
2018 Q1	$416K	Buy	5,654 +310	+6%	+$23.5K	0.07%	134
2017 Q4	$397K	Hold	5,344	–	–	0.07%	123
2017 Q3	$378K	Hold	5,344	–	–	0.07%	122
2017 Q2	$361K	Hold	5,344	–	–	0.07%	119
2017 Q1	$349K	Hold	5,344	–	–	0.07%	124
2016 Q4	$326K	Hold	5,344	–	–	0.06%	123
2016 Q3	$325K	Hold	5,344	–	–	0.08%	113
2016 Q2	$310K	Hold	5,344	–	–	0.08%	111
2016 Q1	$308K	Buy	+5,344	New	+$291K	0.08%	107

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

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

Mission Wealth Management increased its Vanguard Total World Stock ETF (VT) stake by 42% in Q2 2026, buying an estimated $589K and bringing the position to 13,023 shares worth $2.04M. The position accounts for 0.03% of the portfolio, ranked #304.

Mission Wealth Management first reported a position in VT in Q1 2016 and has held it in 42 quarters since. 1,315 funds tracked by Wall St. Rank hold VT as of Q2 2026.

Mission Wealth Management held 13,023 shares of Vanguard Total World Stock ETF worth $2.04M as of Q2 2026.
Mission Wealth Management bought 3,858 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $589K.
Vanguard Total World Stock ETF made up 0.03% of Mission Wealth Management's portfolio in Q2 2026, its #304 holding.
Mission Wealth Management first reported a position in Vanguard Total World Stock ETF in Q1 2016 and has held it in 42 quarters since.
1,315 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.