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Moseley Investment Management’s Vanguard Total World Stock ETF VT Stock Holding History

Moseley Investment Management’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 		$1.41M Buy
10,211
+2,364
+30% +$340K 0.45% 50
2025
Q4 		$1.11M Buy
7,847
+631
+9% +$88.2K 0.34% 59
2025
Q3 		$994K Buy
7,216
+545
+8% +$72.4K 0.3% 64
2025
Q2 		$857K Buy
6,671
+421
+7% +$50.4K 0.3% 70
2025
Q1 		$725K Buy
6,250
+73
+1% +$8.73K 0.28% 75
2024
Q4 		$726K Buy
6,177
+328
+6% +$39.4K 0.28% 72
2024
Q3 		$700K Sell
5,849
-441
-7% -$50.7K 0.28% 76
2024
Q2 		$708K Buy
6,290
+224
+4% +$24.7K 0.33% 68
2024
Q1 		$670K Buy
6,066
+898
+17% +$95K 0.33% 70
2023
Q4 		$532K Sell
5,168
-243
-4% -$23.4K 0.3% 77
2023
Q3 		$504K Buy
5,411
+134
+3% +$13K 0.3% 76
2023
Q2 		$512K Buy
5,277
+83
+2% +$7.78K 0.3% 81
2023
Q1 		$478K Sell
5,194
-151
-3% -$13.7K 0.31% 82
2022
Q4 		$461K Buy
5,345
+588
+12% +$50.2K 0.33% 78
2022
Q3 		$375K Buy
4,757
+95
+2% +$8.35K 0.28% 91
2022
Q2 		$398K Sell
4,662
-16,536
-78% -$1.53M 0.28% 92
2022
Q1 		$2.15M Sell
21,198
-5,336
-20% -$540K 1.16% 22
2021
Q4 		$2.85M Buy
26,534
+1,045
+4% +$111K 1.3% 18
2021
Q3 		$2.62M Buy
25,489
+688
+3% +$72.1K 1.31% 19
2021
Q2 		$2.57M Buy
24,801
+1,970
+9% +$201K 1.27% 16
2021
Q1 		$2.22M Buy
22,831
+1,206
+6% +$116K 1.23% 17
2020
Q4 		$2M Buy
21,625
+3,095
+17% +$268K 1.16% 19
2020
Q3 		$1.49M Buy
18,530
+1,959
+12% +$157K 1.06% 23
2020
Q2 		$1.24M Sell
16,571
-6,742
-29% -$475K 1.03% 24
2020
Q1 		$1.46M Sell
23,313
-380
-2% -$28.6K 1.72% 16
2019
Q4 		$1.92M Buy
+23,693
New +$1.84M 1.89% 11

Other funds holding VT

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Moseley Investment Management's VT Position: Q1 2026 in Review

Moseley Investment Management increased its Vanguard Total World Stock ETF (VT) stake by 30% in Q1 2026, buying an estimated $340K and bringing the position to 10,211 shares worth $1.41M. The position accounts for 0.45% of the portfolio, ranked #50.

Moseley Investment Management first reported a position in VT in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.85M in Q4 2021. 1,236 funds tracked by Wall St. Rank hold VT as of Q1 2026.

  • Moseley Investment Management held 10,211 shares of Vanguard Total World Stock ETF worth $1.41M as of Q1 2026.
  • Moseley Investment Management bought 2,364 Vanguard Total World Stock ETF shares in Q1 2026, an estimated $340K.
  • Vanguard Total World Stock ETF made up 0.45% of Moseley Investment Management's portfolio in Q1 2026, its #50 holding.
  • Moseley Investment Management first reported a position in Vanguard Total World Stock ETF in Q4 2019 and has held it in 26 quarters since.
  • Moseley Investment Management's Vanguard Total World Stock ETF position peaked at $2.85M in Q4 2021.
  • 1,236 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2026.

Based on Moseley Investment Management's 13F filing for Q1 2026, filed 21 Apr 2026.