MFG
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Mosaic Financial Group’s Vanguard Total Stock Market ETF VTI Stock Holding History

Mosaic Financial Group’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
Q1 		$2.23M Buy
6,941
+8
+0.1% +$2.68K 1.58% 12
2025
Q4 		$2.32M Buy
6,933
+7
+0.1% +$2.33K 1.59% 11
2025
Q3 		$2.27M Buy
6,926
+7
+0.1% +$2.21K 1.62% 10
2025
Q2 		$2.1M Hold
6,919
– – 1.61% 11
2025
Q1 		$1.9M Buy
6,919
+9
+0.1% +$2.62K 1.55% 12
2024
Q4 		$2M Sell
6,910
-26
-0.4% -$7.59K 1.44% 14
2024
Q3 		$1.96M Sell
6,936
-1,135
-14% -$310K 1.39% 13
2024
Q2 		$2.16M Sell
8,071
-37
-0.5% -$9.58K 1.55% 12
2024
Q1 		$2.11M Buy
+8,108
New +$2.01M 1.69% 11

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Mosaic Financial Group's VTI Position: Q1 2026 in Review

Mosaic Financial Group increased its Vanguard Total Stock Market ETF (VTI) stake by 0.12% in Q1 2026, buying an estimated $2.68K and bringing the position to 6,941 shares worth $2.23M. The position accounts for 1.58% of the portfolio, ranked #12.

Mosaic Financial Group first reported a position in VTI in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.32M in Q4 2025. 3,553 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Mosaic Financial Group held 6,941 shares of Vanguard Total Stock Market ETF worth $2.23M as of Q1 2026.
  • Mosaic Financial Group bought 8 Vanguard Total Stock Market ETF shares in Q1 2026, an estimated $2.68K.
  • Vanguard Total Stock Market ETF made up 1.58% of Mosaic Financial Group's portfolio in Q1 2026, its #12 holding.
  • Mosaic Financial Group first reported a position in Vanguard Total Stock Market ETF in Q1 2024 and has held it in 9 quarters since.
  • Mosaic Financial Group's Vanguard Total Stock Market ETF position peaked at $2.32M in Q4 2025.
  • 3,553 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

Based on Mosaic Financial Group's 13F filing for Q1 2026, filed 8 May 2026.