VPIM
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
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Vanguard Personalized Indexing Management's MOS Position: Q1 2026 in Review

Vanguard Personalized Indexing Management reduced its The Mosaic Company (MOS) stake by 2.4% in Q1 2026, selling an estimated $39.3K and leaving 57,563 shares worth $1.47M. The position accounts for 0.01% of the portfolio, ranked #748.

Vanguard Personalized Indexing Management first reported a position in MOS in Q2 2021 and has held it in 20 quarters since. The position peaked at $2.42M in Q3 2022. 692 funds tracked by Wall St. Rank hold MOS as of Q1 2026.

  • Vanguard Personalized Indexing Management held 57,563 shares of The Mosaic Company worth $1.47M as of Q1 2026.
  • Vanguard Personalized Indexing Management sold 1,434 The Mosaic Company shares in Q1 2026, an estimated $39.3K.
  • The Mosaic Company made up 0.01% of Vanguard Personalized Indexing Management's portfolio in Q1 2026, its #748 holding.
  • Vanguard Personalized Indexing Management first reported a position in The Mosaic Company in Q2 2021 and has held it in 20 quarters since.
  • Vanguard Personalized Indexing Management's The Mosaic Company position peaked at $2.42M in Q3 2022.
  • 692 funds tracked by Wall St. Rank held The Mosaic Company as of Q1 2026.

Based on Vanguard Personalized Indexing Management's 13F filing for Q1 2026, filed 14 May 2026.