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Vanguard Small-Cap ETF shares owned by Mosaic Financial Group

Quarter-by-quarter ownership of Vanguard Small-Cap ETF (VB) shares owned by Mosaic Financial Group from 13F filings

Historical chart of Mosaic Financial Group investment in Vanguard Small-Cap ETF

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All positions including Vanguard Small-Cap ETF held by Mosaic Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Small-Cap ETF by Mosaic Financial Group

Quarter filed Position value Share count Share price at filing
2026-06-30 $226k 747 302.54

More positions owned by Mosaic Financial Group

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Specialized Funds Div App Etf (VIG)
Union Pacific Corporation (UNP)
Microsoft Corporation (MSFT)
Apple (AAPL)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Alphabet Cap Stk Cl A (GOOGL)
At&t (T)
JPMorgan Chase & Co. (JPM)
Pimco Etf Tr Multisector Bd (PYLD)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Total Stk Mkt (VTI)
Eli Lilly & Co. (LLY)
Novartis Sponsored Adr (NVS)
Vanguard Whitehall Fds Intl High Etf (VYMI)

View all positions for Mosaic Financial Group

Top funds holding Vanguard Small-Cap ETF

Bank of America Corporation
Morgan Stanley
Wells Fargo & Company
UBS Group
Envestnet Asset Management
Mercer Global Advisors
LPL Financial
Captrust Financial Advisors
Northwestern Mutual Wealth Management Company
Jones Financial Companies, L.L
Mariner Wealth Advisors
Royal Bank of Canada
Raymond James Financial
Ameriprise Financial
Creative Planning

View all funds holding Vanguard Small-Cap ETF