Mosaic Family Wealth Partners’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Mosaic Family Wealth Partners’s Portfolio VYM Stock Details VYM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.88M	Buy	12,688 +1,314	+12%	+$198K	0.19%	73
2025 Q4	$1.63M	Hold	11,374	–	–	0.18%	69
2025 Q3	$1.6M	Hold	11,374	–	–	0.19%	56
2025 Q2	$1.52M	Hold	11,374	–	–	0.19%	54
2025 Q1	$1.47M	Sell	11,374 -422	-4%	-$55.2K	0.21%	54
2024 Q4	$1.51M	Sell	11,796 -618	-5%	-$80.6K	0.22%	50
2024 Q3	$1.59M	Hold	12,414	–	–	0.24%	48
2024 Q2	$1.47M	Hold	12,414	–	–	0.24%	52
2024 Q1	$1.5M	Hold	12,414	–	–	0.25%	46
2023 Q4	$1.39M	Hold	12,414	–	–	0.24%	48
2023 Q3	$1.28M	Hold	12,414	–	–	0.26%	45
2023 Q2	$1.32M	Hold	12,414	–	–	0.26%	47
2023 Q1	$1.31M	Hold	12,414	–	–	0.27%	47
2022 Q4	$1.34M	Buy	+12,414	New	+$1.32M	0.38%	42

Other funds holding VYM

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mosaic Family Wealth Partners's VYM Position: Q1 2026 in Review

Mosaic Family Wealth Partners increased its Vanguard High Dividend Yield ETF (VYM) stake by 12% in Q1 2026, buying an estimated $198K and bringing the position to 12,688 shares worth $1.88M. The position accounts for 0.19% of the portfolio, ranked #73.

Mosaic Family Wealth Partners first reported a position in VYM in Q4 2022 and has held it in 14 quarters since. 2,005 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

Mosaic Family Wealth Partners held 12,688 shares of Vanguard High Dividend Yield ETF worth $1.88M as of Q1 2026.
Mosaic Family Wealth Partners bought 1,314 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $198K.
Vanguard High Dividend Yield ETF made up 0.19% of Mosaic Family Wealth Partners's portfolio in Q1 2026, its #73 holding.
Mosaic Family Wealth Partners first reported a position in Vanguard High Dividend Yield ETF in Q4 2022 and has held it in 14 quarters since.
2,005 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q1 2026, filed 30 Apr 2026.