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Vanguard High Dividend Yield ETF shares owned by Mosaic Family Wealth Partners

Quarter-by-quarter ownership of Vanguard High Dividend Yield ETF (VYM) shares owned by Mosaic Family Wealth Partners from 13F filings

Historical chart of Mosaic Family Wealth Partners investment in Vanguard High Dividend Yield ETF

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All positions including Vanguard High Dividend Yield ETF held by Mosaic Family Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard High Dividend Yield ETF by Mosaic Family Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-06-30 $1.5M 12k 118.60
2024-03-31 $1.5M 12k 120.99
2023-12-31 $1.4M 12k 111.63
2023-09-30 $1.3M 12k 103.32
2023-06-30 $1.3M 12k 106.07
2023-03-31 $1.3M 12k 105.50
2022-12-31 $1.3M 12k 108.21

More positions owned by Mosaic Family Wealth Partners

Vanguard Growth Etf Growth Etf (VUG)
Dimensional Us Large Cap Value Etf Us Large Cap Val (DFLV)
Xtrackers Msci Eafe Hedged Equity Etf Xtrack Msci Eafe (DBEF)
Vanguard Value Etf Value Etf (VTV)
Vanguard Small-cap Growth Etf Sml Cp Grw Etf (VBK)
Dimensional Emerging Markets Core Equity 2 Etf Emerging Mkts Co (DFEM)
Dimensional Us Small Cap Value Etf Us Small Cap Val (DFSV)
Dimensional U.s. Targeted Value Etf Us Targeted Vlu (DFAT)
Apple (AAPL)
Vanguard Ftse Developed Markets Etf Ftse Dev Mkt Etf (VEA)
Dimensional Global Real Estate Etf Global Real Est (DFGR)
Dimensional International Core Equity 2 Etf Intl Core Equity (DFIC)
Dimensional Us Marketwide Value Etf Us Mktwide Value (DFUV)
Vanguard Total Bond Market Etf Total Bnd Mrkt (BND)
Microsoft Corporation (MSFT)

View all positions for Mosaic Family Wealth Partners

Top funds holding Vanguard High Dividend Yield ETF

Sumitomo Life Insurance
Bank of America Corporation
Morgan Stanley
LPL Financial
Envestnet Asset Management
Wells Fargo & Company
Raymond James Financial Services Advisors
Creative Planning
Vanguard Group
Raymond James & Associates
Royal Bank of Canada
Mercer Global Advisors
Jpmorgan Chase & Co
Commonwealth Equity Services
Wellspring Financial Advisors

View all funds holding Vanguard High Dividend Yield ETF