MOSAIC FAMILY WEALTH PARTNERS, LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1965241
ST. LOUIS, MO
Position in VIG
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$1,091,859
-$46,161 QoQ
Shares Held
5,077
-2.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VIG Over Time
Shares Held
Position Value (USD)
All Filings in VIG
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,091,859 | 5,077 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,138,020 | 5,178 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,117,360 | 5,178 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,059,781 | 5,178 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,004,480 | 5,178 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,014,007 | 5,178 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $1,019,612 | 5,148 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $902,892 | 4,946 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $903,189 | 4,946 | Shares | Sole | 2024-06-13 | |
| 2023-12-31 | $838,879 | 4,923 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $764,935 | 4,923 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $724,925 | 4,463 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $696,587 | 4,523 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $683,021 | 4,498 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||