MOSAIC FINANCIAL GROUP, LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 2011050
CHICAGO, IL
Position in VIG
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$17,322,240
+$1,815,339 QoQ
Shares Held
73,207
+1.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
18.02%
of 13F equity value
Holder Rank
#107
of 591 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VIG Over Time
Shares Held
Position Value (USD)
All Filings in VIG
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,322,240 | 73,207 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $15,506,901 | 72,105 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $15,804,599 | 71,911 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $14,412,398 | 66,789 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $13,548,949 | 66,199 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $12,841,944 | 66,199 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $15,347,001 | 78,369 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $15,659,613 | 79,065 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $14,537,916 | 79,638 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $12,378,218 | 67,785 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||