MWM
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Mosley Wealth Management’s Vanguard Total World Stock ETF VT Stock Holding History

Mosley Wealth 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
Q2 		$15.4K Buy
+98
New +$15K ﹤0.01% 346

Other funds holding VT

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AWM
Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return
ZF
Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
TAS
TIFF Advisory Services Radnor, Pennsylvania $408M AUM 20.34% 1-Year Est. Return

Mosley Wealth Management's VT Position: Q2 2026 in Review

Mosley Wealth Management opened a new position in Vanguard Total World Stock ETF (VT) in Q2 2026: 98 shares worth $15.4K. The stake represents ﹤0.01% of the portfolio and ranks #346 among its holdings.

867 funds tracked by Wall St. Rank hold VT as of Q2 2026.

  • Mosley Wealth Management held 98 shares of Vanguard Total World Stock ETF worth $15.4K as of Q2 2026.
  • Vanguard Total World Stock ETF was a new Mosley Wealth Management position in Q2 2026.
  • Vanguard Total World Stock ETF made up ﹤0.01% of Mosley Wealth Management's portfolio in Q2 2026, its #346 holding.
  • 867 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.