Mosaic Family Wealth Partners’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Mosaic Family Wealth Partners’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 Q2	$1.29M	Buy	5,462 +385	+8%	+$88.4K	0.09%	185
2026 Q1	$1.09M	Sell	5,077 -101	-2%	-$22.5K	0.11%	105
2025 Q4	$1.14M	Hold	5,178	–	–	0.12%	90
2025 Q3	$1.11M	Hold	5,178	–	–	0.13%	79
2025 Q2	$1.06M	Hold	5,178	–	–	0.14%	78
2025 Q1	$1M	Hold	5,178	–	–	0.14%	78
2024 Q4	$1.01M	Buy	5,178 +30	+0.6%	+$5.99K	0.15%	77
2024 Q3	$1.02M	Buy	5,148 +202	+4%	+$38.5K	0.15%	78
2024 Q2	$903K	Hold	4,946	–	–	0.15%	83
2024 Q1	$903K	Buy	4,946 +23	+0.5%	+$4.04K	0.15%	78
2023 Q4	$839K	Hold	4,923	–	–	0.14%	83
2023 Q3	$765K	Buy	4,923 +460	+10%	+$74.6K	0.15%	84
2023 Q2	$725K	Sell	4,463 -60	-1%	-$9.4K	0.14%	87
2023 Q1	$697K	Buy	4,523 +25	+0.6%	+$3.83K	0.15%	85
2022 Q4	$683K	Buy	+4,498	New	+$670K	0.19%	80

Other funds holding VIG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $672B AUM 33.48% 1-Year Est. Return

Mosaic Family Wealth Partners's VIG Position: Q2 2026 in Review

Mosaic Family Wealth Partners increased its Vanguard Dividend Appreciation ETF (VIG) stake by 7.6% in Q2 2026, buying an estimated $88.4K and bringing the position to 5,462 shares worth $1.29M. The position accounts for 0.09% of the portfolio, ranked #185.

Mosaic Family Wealth Partners first reported a position in VIG in Q4 2022 and has held it in 15 quarters since. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Mosaic Family Wealth Partners held 5,462 shares of Vanguard Dividend Appreciation ETF worth $1.29M as of Q2 2026.
Mosaic Family Wealth Partners bought 385 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $88.4K.
Vanguard Dividend Appreciation ETF made up 0.09% of Mosaic Family Wealth Partners's portfolio in Q2 2026, its #185 holding.
Mosaic Family Wealth Partners first reported a position in Vanguard Dividend Appreciation ETF in Q4 2022 and has held it in 15 quarters since.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.