Mosaic Financial Group’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Mosaic Financial Group’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 Q2	$610K	Buy	3,862 +5	+0.1%	+$781	0.39%	62
2026 Q1	$571K	Buy	3,857 +6	+0.2%	+$902	0.41%	54
2025 Q4	$553K	Sell	3,851 -155	-4%	-$22K	0.38%	59
2025 Q3	$565K	Buy	4,006 +909	+29%	+$125K	0.4%	56
2025 Q2	$413K	Hold	3,097	–	–	0.32%	71
2025 Q1	$399K	Hold	3,097	–	–	0.32%	69
2024 Q4	$395K	Hold	3,097	–	–	0.28%	72
2024 Q3	$397K	Hold	3,097	–	–	0.28%	72
2024 Q2	$367K	Buy	3,097 +334	+12%	+$39.6K	0.26%	74
2024 Q1	$334K	Buy	+2,763	New	+$317K	0.27%	77

Other funds holding VYM

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

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mosaic Financial Group's VYM Position: Q2 2026 in Review

Mosaic Financial Group increased its Vanguard High Dividend Yield ETF (VYM) stake by 0.13% in Q2 2026, buying an estimated $781 and bringing the position to 3,862 shares worth $610K. The position accounts for 0.39% of the portfolio, ranked #62.

Mosaic Financial Group first reported a position in VYM in Q1 2024 and has held it in 10 quarters since. 2,061 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Mosaic Financial Group held 3,862 shares of Vanguard High Dividend Yield ETF worth $610K as of Q2 2026.
Mosaic Financial Group bought 5 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $781.
Vanguard High Dividend Yield ETF made up 0.39% of Mosaic Financial Group's portfolio in Q2 2026, its #62 holding.
Mosaic Financial Group first reported a position in Vanguard High Dividend Yield ETF in Q1 2024 and has held it in 10 quarters since.
2,061 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Mosaic Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.