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Mosaic Advisors’s Vanguard Total World Stock ETF VT Stock Holding History

Mosaic Advisors’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 		$1.35M Buy
8,950
+7,143
+395% +$1.03M 2.01% 14
2025
Q4 		$255K Buy
+1,807
New +$253K 0.49% 27
2021
Q3 		– Sell
-3,597
Closed -$373K – 46
2021
Q2 		$373K Buy
+3,597
New +$367K 0.24% 29

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

Mosaic Advisors's VT Position: Q1 2026 in Review

Mosaic Advisors increased its Vanguard Total World Stock ETF (VT) stake by 395% in Q1 2026, buying an estimated $1.03M and bringing the position to 8,950 shares worth $1.35M. The position accounts for 2.01% of the portfolio, ranked #14.

Mosaic Advisors first reported a position in VT in Q2 2021 and has held it in 3 quarters since. 1,231 funds tracked by Wall St. Rank hold VT as of Q1 2026.

  • Mosaic Advisors held 8,950 shares of Vanguard Total World Stock ETF worth $1.35M as of Q1 2026.
  • Mosaic Advisors bought 7,143 Vanguard Total World Stock ETF shares in Q1 2026, an estimated $1.03M.
  • Vanguard Total World Stock ETF made up 2.01% of Mosaic Advisors's portfolio in Q1 2026, its #14 holding.
  • Mosaic Advisors first reported a position in Vanguard Total World Stock ETF in Q2 2021 and has held it in 3 quarters since.
  • 1,231 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2026.

Based on Mosaic Advisors's 13F filing for Q1 2026, filed 4 May 2026.