Mosaic Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Mosaic Advisors’s Portfolio VIG Stock Details VIG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$5.2M	Buy	22,912 +6,566	+40%	+$1.46M	7.78%	4
2025 Q4	$3.59M	Sell	16,346 -1,013	-6%	-$221K	6.89%	5
2025 Q3	$3.75M	Sell	17,359 -170,495	-91%	-$35.8M	9.08%	4
2025 Q2	$38.4M	Sell	187,854 -6,382	-3%	-$1.24M	56.45%	1
2025 Q1	$37.7M	Sell	194,236 -14,494	-7%	-$2.88M	56.72%	1
2024 Q4	$40.9M	Sell	208,730 -3,331	-2%	-$665K	48.01%	1
2024 Q3	$42M	Buy	212,061 +2,037	+1%	+$388K	32.15%	1
2024 Q2	$38.3M	Buy	210,024 +649	+0.3%	+$117K	30.94%	1
2024 Q1	$38.2M	Sell	209,375 -5,711	-3%	-$1M	31.22%	1
2023 Q4	$36.7M	Sell	215,086 -2,597	-1%	-$418K	21.75%	2
2023 Q3	$33.8M	Sell	217,683 -17,626	-7%	-$2.86M	30.96%	1
2023 Q2	$38.2M	Sell	235,309 -11,928	-5%	-$1.87M	28.46%	1
2023 Q1	$38.1M	Sell	247,237 -847	-0.3%	-$130K	31%	1
2022 Q4	$37.7M	Sell	248,084 -33,846	-12%	-$5.04M	31.98%	1
2022 Q3	$38.1M	Sell	281,930 -1,246	-0.4%	-$185K	30.5%	2
2022 Q2	$40.6M	Sell	283,176 -5,566	-2%	-$847K	30.41%	2
2022 Q1	$46.8M	Sell	288,742 -7,167	-2%	-$1.16M	52.92%	1
2021 Q4	$50.8M	Buy	295,909 +7,148	+2%	+$1.18M	37.29%	1
2021 Q3	$44.4M	Buy	288,761 +1,159	+0.4%	+$185K	29.53%	1
2021 Q2	$44.5M	Sell	287,602 -3,257	-1%	-$500K	29.02%	1
2021 Q1	$42.8M	Buy	290,859 +21,075	+8%	+$3M	36.23%	1
2020 Q4	$38.1M	Buy	+269,784	New	+$36.6M	34.84%	1

Other funds holding VIG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Mosaic Advisors's VIG Position: Q1 2026 in Review

Mosaic Advisors increased its Vanguard Dividend Appreciation ETF (VIG) stake by 40% in Q1 2026, buying an estimated $1.46M and bringing the position to 22,912 shares worth $5.2M. The position accounts for 7.78% of the portfolio, ranked #4.

Mosaic Advisors first reported a position in VIG in Q4 2020 and has held it in 22 quarters since. The position peaked at $50.8M in Q4 2021. 2,515 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Mosaic Advisors held 22,912 shares of Vanguard Dividend Appreciation ETF worth $5.2M as of Q1 2026.
Mosaic Advisors bought 6,566 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $1.46M.
Vanguard Dividend Appreciation ETF made up 7.78% of Mosaic Advisors's portfolio in Q1 2026, its #4 holding.
Mosaic Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2020 and has held it in 22 quarters since.
Mosaic Advisors's Vanguard Dividend Appreciation ETF position peaked at $50.8M in Q4 2021.
2,515 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Mosaic Advisors's 13F filing for Q1 2026, filed 4 May 2026.