Vanguard Personalized Indexing Management
MOS icon

Vanguard Personalized Indexing Management’s The Mosaic Company MOS Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio MOS Stock Details MOS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.42M Buy
66,821
+9,258
+16% +$214K 0.01% 801
2026
Q1 		$1.47M Sell
57,563
-1,434
-2% -$39.3K 0.01% 748
2025
Q4 		$1.42M Sell
58,997
-5,311
-8% -$143K 0.01% 744
2025
Q3 		$2.23M Sell
64,308
-1,895
-3% -$65.3K 0.02% 552
2025
Q2 		$2.42M Buy
66,203
+13,772
+26% +$441K 0.03% 500
2025
Q1 		$1.42M Sell
52,431
-1,495
-3% -$39.5K 0.02% 626
2024
Q4 		$1.33M Buy
53,926
+3,681
+7% +$96.3K 0.02% 641
2024
Q3 		$1.35M Buy
50,245
+8,104
+19% +$223K 0.02% 628
2024
Q2 		$1.22M Buy
42,141
+5,918
+16% +$178K 0.02% 594
2024
Q1 		$1.18M Sell
36,223
-6,903
-16% -$220K 0.03% 579
2023
Q4 		$1.54M Sell
43,126
-4,720
-10% -$167K 0.04% 439
2023
Q3 		$1.7M Buy
47,846
+8,056
+20% +$309K 0.05% 357
2023
Q2 		$1.39M Buy
39,790
+2,838
+8% +$110K 0.04% 426
2023
Q1 		$1.7M Buy
36,952
+2,764
+8% +$134K 0.06% 337
2022
Q4 		$1.5M Sell
34,188
-15,984
-32% -$791K 0.06% 355
2022
Q3 		$2.42M Buy
50,172
+16,495
+49% +$852K 0.11% 182
2022
Q2 		$1.59M Buy
33,677
+577
+2% +$35.3K 0.07% 265
2022
Q1 		$2.2M Buy
33,100
+8,751
+36% +$438K 0.11% 174
2021
Q4 		$957K Buy
24,349
+4,480
+23% +$172K 0.06% 418
2021
Q3 		$710K Buy
19,869
+12,460
+168% +$399K 0.06% 343
2021
Q2 		$236K Buy
+7,409
New +$251K 0.02% 839

Other funds holding MOS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return

Vanguard Personalized Indexing Management's MOS Position: Q2 2026 in Review

Vanguard Personalized Indexing Management increased its The Mosaic Company (MOS) stake by 16% in Q2 2026, buying an estimated $214K and bringing the position to 66,821 shares worth $1.42M. The position accounts for 0.01% of the portfolio, ranked #801.

Vanguard Personalized Indexing Management first reported a position in MOS in Q2 2021 and has held it in 21 quarters since. The position peaked at $2.42M in Q3 2022. 666 funds tracked by Wall St. Rank hold MOS as of Q2 2026.

  • Vanguard Personalized Indexing Management held 66,821 shares of The Mosaic Company worth $1.42M as of Q2 2026.
  • Vanguard Personalized Indexing Management bought 9,258 The Mosaic Company shares in Q2 2026, an estimated $214K.
  • The Mosaic Company made up 0.01% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #801 holding.
  • Vanguard Personalized Indexing Management first reported a position in The Mosaic Company in Q2 2021 and has held it in 21 quarters since.
  • Vanguard Personalized Indexing Management's The Mosaic Company position peaked at $2.42M in Q3 2022.
  • 666 funds tracked by Wall St. Rank held The Mosaic Company as of Q2 2026.

Based on Vanguard Personalized Indexing Management's 13F filing for Q2 2026, filed 11 Aug 2026.