MFWP
VTI icon

Mosaic Family Wealth Partners’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Mosaic Family Wealth Partners’s Portfolio VTI Stock Details VTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.71M Buy
7,317
+737
+11% +$264K 0.18% 90
2026
Q1 		$2.11M Sell
6,580
-508
-7% -$170K 0.22% 65
2025
Q4 		$2.38M Sell
7,088
-1,187
-14% -$395K 0.26% 51
2025
Q3 		$2.71M Buy
8,275
+1,047
+14% +$331K 0.32% 40
2025
Q2 		$2.2M Buy
7,228
+61
+0.9% +$17.2K 0.28% 46
2025
Q1 		$1.97M Buy
7,167
+403
+6% +$117K 0.28% 41
2024
Q4 		$1.96M Buy
6,764
+32
+0.5% +$9.34K 0.28% 39
2024
Q3 		$1.91M Buy
6,732
+494
+8% +$135K 0.28% 39
2024
Q2 		$1.67M Buy
6,238
+897
+17% +$232K 0.27% 42
2024
Q1 		$1.39M Sell
5,341
-31
-0.6% -$7.67K 0.23% 54
2023
Q4 		$1.27M Buy
5,372
+1,342
+33% +$297K 0.22% 51
2023
Q3 		$856K Buy
4,030
+78
+2% +$17.3K 0.17% 74
2023
Q2 		$870K Sell
3,952
-149
-4% -$31.1K 0.17% 72
2023
Q1 		$837K Buy
4,101
+668
+19% +$134K 0.18% 72
2022
Q4 		$656K Buy
+3,433
New +$662K 0.19% 82

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Mosaic Family Wealth Partners's VTI Position: Q2 2026 in Review

Mosaic Family Wealth Partners increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 11% in Q2 2026, buying an estimated $264K and bringing the position to 7,317 shares worth $2.71M. The position accounts for 0.18% of the portfolio, ranked #90.

Mosaic Family Wealth Partners first reported a position in VTI in Q4 2022 and has held it in 15 quarters since. 3,667 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Mosaic Family Wealth Partners held 7,317 shares of Vanguard Morningstar Total Stock Market ETF worth $2.71M as of Q2 2026.
  • Mosaic Family Wealth Partners bought 737 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $264K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.18% of Mosaic Family Wealth Partners's portfolio in Q2 2026, its #90 holding.
  • Mosaic Family Wealth Partners first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2022 and has held it in 15 quarters since.
  • 3,667 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

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