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 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 $1.37T 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 Financial Group's VYM Position: Q1 2026 in Review

Mosaic Financial Group increased its Vanguard High Dividend Yield ETF (VYM) stake by 0.16% in Q1 2026, buying an estimated $902 and bringing the position to 3,857 shares worth $571K. The position accounts for 0.41% of the portfolio, ranked #54.

Mosaic Financial Group first reported a position in VYM in Q1 2024 and has held it in 9 quarters since. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

Mosaic Financial Group held 3,857 shares of Vanguard High Dividend Yield ETF worth $571K as of Q1 2026.
Mosaic Financial Group bought 6 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $902.
Vanguard High Dividend Yield ETF made up 0.41% of Mosaic Financial Group's portfolio in Q1 2026, its #54 holding.
Mosaic Financial Group first reported a position in Vanguard High Dividend Yield ETF in Q1 2024 and has held it in 9 quarters since.
2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

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