Mosaic Financial Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Mosaic Financial Group’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	$15.5M	Buy	72,105 +194	+0.3%	+$43.2K	11.01%	2
2025 Q4	$15.8M	Buy	71,911 +5,122	+8%	+$1.12M	10.79%	2
2025 Q3	$14.4M	Buy	66,789 +590	+0.9%	+$124K	10.26%	2
2025 Q2	$13.5M	Hold	66,199	–	–	10.37%	2
2025 Q1	$12.8M	Sell	66,199 -12,170	-16%	-$2.42M	10.44%	1
2024 Q4	$15.3M	Sell	78,369 -696	-0.9%	-$139K	11.01%	1
2024 Q3	$15.7M	Sell	79,065 -573	-0.7%	-$109K	11.12%	1
2024 Q2	$14.5M	Buy	79,638 +11,853	+17%	+$2.13M	10.44%	1
2024 Q1	$12.4M	Buy	+67,785	New	+$11.9M	9.92%	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 $15.5B AUM 18.35% 1-Year Est. Return

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

Mosaic Financial Group's VIG Position: Q1 2026 in Review

Mosaic Financial Group increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.27% in Q1 2026, buying an estimated $43.2K and bringing the position to 72,105 shares worth $15.5M. The position accounts for 11.01% of the portfolio, ranked #2.

Mosaic Financial Group first reported a position in VIG in Q1 2024 and has held it in 9 quarters since. The position peaked at $15.8M in Q4 2025. 2,513 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Mosaic Financial Group held 72,105 shares of Vanguard Dividend Appreciation ETF worth $15.5M as of Q1 2026.
Mosaic Financial Group bought 194 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $43.2K.
Vanguard Dividend Appreciation ETF made up 11.01% of Mosaic Financial Group's portfolio in Q1 2026, its #2 holding.
Mosaic Financial Group first reported a position in Vanguard Dividend Appreciation ETF in Q1 2024 and has held it in 9 quarters since.
Mosaic Financial Group's Vanguard Dividend Appreciation ETF position peaked at $15.8M in Q4 2025.
2,513 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Mosaic Financial Group's 13F filing for Q1 2026, filed 8 May 2026.