SEC 13F Intelligence

Mosaic Financial Group, LLC / VIG

Mosaic Financial Group, LLC’s Vanguard Specialized Funds Position

Does Mosaic Financial Group, LLC own Vanguard Specialized Funds (VIG)? Yes — 72.1K shares worth $16M (+11.01% of its 13F portfolio) as of Q1 2026, up from 71.9K shares the prior filed quarter.

Position Value
$16M
Q1 2026
Shares
72.1K
% of Portfolio
+11.01%
Quarters Held
9
currently held

Position History VIG

Reported value by quarter
Q1 ’24: $12MQ1 ’24Q2 ’24: $15MQ3 ’24: $16MQ3 ’24Q4 ’24: $15MQ1 ’25: $13MQ1 ’25Q2 ’25: $14MQ3 ’25: $14MQ3 ’25Q4 ’25: $16MQ1 ’26: $16MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202672.1K$16M+11.01%
Q4 202571.9K$16M+10.79%
Q3 202566.8K$14M+10.26%
Q2 202566.2K$14M+10.37%
Q1 202566.2K$13M+10.44%
Q4 202478.4K$15M+11.01%
Q3 202479.1K$16M+11.12%
Q2 202479.6K$15M+10.44%
Q1 202467.8K$12M+9.92%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Mosaic Financial Group, LLC’s full portfolio or all institutional holders of VIG.