Mosaic Family Wealth Partners’s Vanguard Total World Stock ETF VT Stock Holding History

Mosaic Family Wealth Partners’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	$679K	Buy	4,327 +6	+0.1%	+$915	0.05%	251
2026 Q1	$598K	Buy	4,321 +40	+0.9%	+$5.75K	0.06%	161
2025 Q4	$604K	Buy	4,281 +16	+0.4%	+$2.24K	0.07%	135
2025 Q3	$586K	Buy	4,265 +3	+0.1%	+$399	0.07%	128
2025 Q2	$548K	Buy	4,262 +10	+0.2%	+$1.2K	0.07%	126
2025 Q1	$493K	Hold	4,252	–	–	0.07%	133
2024 Q4	$500K	Hold	4,252	–	–	0.07%	126
2024 Q3	$509K	Sell	4,252 -101	-2%	-$11.6K	0.08%	122
2024 Q2	$490K	Sell	4,353 -299	-6%	-$33K	0.08%	117
2024 Q1	$514K	Buy	4,652 +58	+1%	+$6.13K	0.08%	116
2023 Q4	$473K	Buy	+4,594	New	+$442K	0.08%	118

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 Family Wealth Partners's VT Position: Q2 2026 in Review

Mosaic Family Wealth Partners increased its Vanguard Total World Stock ETF (VT) stake by 0.14% in Q2 2026, buying an estimated $915 and bringing the position to 4,327 shares worth $679K. The position accounts for 0.05% of the portfolio, ranked #251.

Mosaic Family Wealth Partners first reported a position in VT in Q4 2023 and has held it in 11 quarters since. 1,315 funds tracked by Wall St. Rank hold VT as of Q2 2026.

Mosaic Family Wealth Partners held 4,327 shares of Vanguard Total World Stock ETF worth $679K as of Q2 2026.
Mosaic Family Wealth Partners bought 6 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $915.
Vanguard Total World Stock ETF made up 0.05% of Mosaic Family Wealth Partners's portfolio in Q2 2026, its #251 holding.
Mosaic Family Wealth Partners first reported a position in Vanguard Total World Stock ETF in Q4 2023 and has held it in 11 quarters since.
1,315 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.