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

Mosaic Family Wealth’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
2021
Q4 		$677K Buy
3,940
+205
+5% +$33.8K 0.18% 89
2021
Q3 		$574K Sell
3,735
-970
-21% -$155K 0.16% 91
2021
Q2 		$728K Sell
4,705
-312
-6% -$47.9K 0.21% 63
2021
Q1 		$738K Sell
5,017
-569
-10% -$80.9K 0.21% 62
2020
Q4 		$789K Hold
5,586
– – 0.26% 56
2020
Q3 		$719K Hold
5,586
– – 0.27% 55
2020
Q2 		$655K Sell
5,586
-652
-10% -$74.2K 0.27% 54
2020
Q1 		$645K Buy
6,238
+18
+0.3% +$2.15K 0.33% 47
2019
Q4 		$775K Sell
6,220
-20
-0.3% -$2.42K 0.31% 51
2019
Q3 		$746K Buy
6,240
+9
+0.1% +$1.06K 0.31% 51
2019
Q2 		$718K Sell
6,231
-74
-1% -$8.3K 0.3% 54
2019
Q1 		$691K Hold
6,305
– – 0.28% 53
2018
Q4 		$618K Buy
6,305
+12
+0.2% +$1.25K 0.26% 52
2018
Q3 		$668K Buy
6,293
+26
+0.4% +$2.79K 0.27% 53
2018
Q2 		$637K Hold
6,267
– – 0.24% 60
2018
Q1 		$633K Buy
6,267
+8
+0.1% +$829 0.23% 58
2017
Q4 		$639K Buy
6,259
+3,292
+111% +$324K 0.23% 61
2017
Q3 		$281K Buy
2,967
+9
+0.3% +$840 0.11% 141
2017
Q2 		$274K Buy
2,958
+21
+0.7% +$1.93K 0.11% 144
2017
Q1 		$264K Buy
2,937
+928
+46% +$82.2K 0.11% 145
2016
Q4 		$171K Buy
2,009
+14
+0.7% +$1.18K 0.08% 185
2016
Q3 		$167K Buy
1,995
+9
+0.5% +$763 0.08% 186
2016
Q2 		$166K Buy
1,986
+11
+0.6% +$899 0.08% 177
2016
Q1 		$160K Hold
1,975
– – 0.08% 172
2015
Q4 		$153K Buy
+1,975
New +$154K 0.07% 173

Other funds holding VIG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Mosaic Family Wealth's VIG Position: Q4 2021 in Review

Mosaic Family Wealth increased its Vanguard Dividend Appreciation ETF (VIG) stake by 5.5% in Q4 2021, buying an estimated $33.8K and bringing the position to 3,940 shares worth $677K. The position accounts for 0.18% of the portfolio, ranked #89.

Mosaic Family Wealth first reported a position in VIG in Q4 2015 and has held it in 25 quarters since. The position peaked at $789K in Q4 2020. 1,720 funds tracked by Wall St. Rank hold VIG as of Q4 2021.

  • Mosaic Family Wealth held 3,940 shares of Vanguard Dividend Appreciation ETF worth $677K as of Q4 2021.
  • Mosaic Family Wealth bought 205 Vanguard Dividend Appreciation ETF shares in Q4 2021, an estimated $33.8K.
  • Vanguard Dividend Appreciation ETF made up 0.18% of Mosaic Family Wealth's portfolio in Q4 2021, its #89 holding.
  • Mosaic Family Wealth first reported a position in Vanguard Dividend Appreciation ETF in Q4 2015 and has held it in 25 quarters since.
  • Mosaic Family Wealth's Vanguard Dividend Appreciation ETF position peaked at $789K in Q4 2020.
  • 1,720 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q4 2021.

Based on Mosaic Family Wealth's 13F filing for Q4 2021, filed 25 Jan 2022.