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Vanguard Total World Stock Idx shares owned by Mosaic Advisors

Quarter-by-quarter ownership of Vanguard Total World Stock Idx (VT) shares owned by Mosaic Advisors from 13F filings

Historical chart of Mosaic Advisors investment in Vanguard Total World Stock Idx

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Total World Stock Idx held by Mosaic Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Total World Stock Idx by Mosaic Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $255k 1.8k 141.04
2021-06-30 $373k 3.6k 103.70

More positions owned by Mosaic Advisors

iShares Core S&P Total US Stock Mark Funds (ITOT)
Apple Common Stock (AAPL)
Conocophillips Common Stock (COP)
Vanguard FTSE All-World Ex-US ETF Funds (VEU)
Vanguard Dividend Appreciation ETF Funds (VIG)
MFC iShares Trust Russell 3000 ETF Funds (IWV)
Sherwin Williams Common Stock (SHW)
Williams Companies Common Stock (WMB)
Vanguard Total International STK ETF Funds (VXUS)
Vanguard Mega Cap Growth ETF IV Funds (MGK)
SPDR Port S&P 1500 Comps Stk Mkt ETF Funds (SPTM)
Nvidia Corp Common Stock (NVDA)
Broadcom Common Stock (AVGO)
Invesco QQQ Trust Funds (QQQ)
iShares 0-3 Month Treasury Funds (SGOV)

View all positions for Mosaic Advisors

Top funds holding Vanguard Total World Stock Idx

Rakuten Investment Management
Cambridge Associates
Us Bancorp
Schroder Investment Management Group
Northern Trust
Royal Bank of Canada
Northwestern Mutual Wealth Management Company
Envestnet Portfolio Solutions
Brandywine Trust Company
Alliancebernstein
Envestnet Asset Management
ARGI Investment Services
Lockheed Martin Investment Management Company
UBS Group
Angeles Wealth Management

View all funds holding Vanguard Total World Stock Idx