Mosaic Financial Group’s Vanguard Growth ETF VUG Stock Holding History

Mosaic Financial Group’s Portfolio VUG Stock Details VUG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$519K	Hold	7,134	–	–	0.37%	62
2025 Q4	$580K	Sell	7,134 -756	-10%	-$61.4K	0.4%	55
2025 Q3	$631K	Hold	7,890	–	–	0.45%	49
2025 Q2	$576K	Hold	7,890	–	–	0.44%	54
2025 Q1	$488K	Hold	7,890	–	–	0.4%	57
2024 Q4	$540K	Hold	7,890	–	–	0.39%	56
2024 Q3	$505K	Hold	7,890	–	–	0.36%	61
2024 Q2	$492K	Hold	7,890	–	–	0.35%	61
2024 Q1	$453K	Buy	+7,890	New	+$434K	0.36%	58

Other funds holding VUG

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

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

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

Mosaic Financial Group held its Vanguard Growth ETF (VUG) position steady in Q1 2026 at 7,134 shares worth $519K. The position accounts for 0.37% of the portfolio, ranked #62.

Mosaic Financial Group first reported a position in VUG in Q1 2024 and has held it in 9 quarters since. The position peaked at $631K in Q3 2025. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

Mosaic Financial Group held 7,134 shares of Vanguard Growth ETF worth $519K as of Q1 2026.
Mosaic Financial Group left its Vanguard Growth ETF share count unchanged in Q1 2026.
Vanguard Growth ETF made up 0.37% of Mosaic Financial Group's portfolio in Q1 2026, its #62 holding.
Mosaic Financial Group first reported a position in Vanguard Growth ETF in Q1 2024 and has held it in 9 quarters since.
Mosaic Financial Group's Vanguard Growth ETF position peaked at $631K in Q3 2025.
2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

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