Mosaic Family Wealth, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGC and the CUSIP is 921910873. A total of 129 filers reported holding VANGUARD WORLD FD in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Mosaic Family Wealth, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q4 2021$533,000
+10.1%
3,1730.0%0.14%
+3.7%
Q3 2021$484,000
+0.2%
3,1730.0%0.13%
-3.6%
Q2 2021$483,000
+8.5%
3,1730.0%0.14%
+7.8%
Q1 2021$445,000
+5.2%
3,1730.0%0.13%
-8.5%
Q4 2020$423,000
+11.3%
3,1730.0%0.14%
-0.7%
Q3 2020$380,000
+9.5%
3,1730.0%0.14%
-0.7%
Q2 2020$347,000
+20.1%
3,1730.0%0.14%
-2.7%
Q1 2020$289,000
-18.4%
3,1730.0%0.15%
+2.8%
Q4 2019$354,000
+8.3%
3,1730.0%0.14%
+5.9%
Q3 2019$327,000
+1.9%
3,1730.0%0.14%
+0.7%
Q2 2019$321,000
+3.5%
3,1730.0%0.13%
+7.2%
Q1 2019$310,000
+12.3%
3,1730.0%0.12%
+9.6%
Q4 2018$276,000
-7.7%
3,1730.0%0.11%
-6.6%
Q3 2018$299,000
+1.4%
3,173
+0.4%
0.12%
+8.9%
Q2 2018$295,000
+3.1%
3,1610.0%0.11%
+5.7%
Q1 2018$286,000
-1.4%
3,1610.0%0.11%
+1.0%
Q4 2017$290,0003,1610.10%
Other shareholders
VANGUARD WORLD FD shareholders Q2 2018
NameSharesValueWeighting ↓
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 507,718$77,346,00019.44%
Global Endowment Management, LP 1,330,600$202,703,00011.42%
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 183,574$27,966,00010.35%
Cadence Bank 450,908$68,691,0009.98%
Black Diamond Financial, LLC 115,898$17,656,0006.90%
Verus Financial Partners, Inc. 261,559$40,223,0006.14%
Gray Wealth Management Inc. 38,578$5,8773.38%
Capital Advantage, Inc. 82,218$12,525,0003.28%
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 335,969$51,183,0003.21%
HILLTOP WEALTH ADVISORS, LLC 28,970$4,413,0003.12%
View complete list of VANGUARD WORLD FD shareholders