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 Q2	$1.41M	Buy	8,957 +7	+0.1%	+$1.07K	1.89%	18
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 $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

Mosaic Advisors's VT Position: Q2 2026 in Review

Mosaic Advisors increased its Vanguard Total World Stock ETF (VT) stake by 0.08% in Q2 2026, buying an estimated $1.07K and bringing the position to 8,957 shares worth $1.41M. The position accounts for 1.89% of the portfolio, ranked #18.

Mosaic Advisors first reported a position in VT in Q2 2021 and has held it in 4 quarters since. 1,317 funds tracked by Wall St. Rank hold VT as of Q2 2026.

Mosaic Advisors held 8,957 shares of Vanguard Total World Stock ETF worth $1.41M as of Q2 2026.
Mosaic Advisors bought 7 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $1.07K.
Vanguard Total World Stock ETF made up 1.89% of Mosaic Advisors's portfolio in Q2 2026, its #18 holding.
Mosaic Advisors first reported a position in Vanguard Total World Stock ETF in Q2 2021 and has held it in 4 quarters since.
1,317 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Mosaic Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.