Mosaic Family Wealth, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGC and the CUSIP is 921910873. A total of 298 filers reported holding VANGUARD WORLD FD in Q4 2021. 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 Q4 2021
NameSharesValueWeighting ↓
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 499,053$83,881,00019.87%
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 203,697$34,237,00011.70%
Cadence Bank 493,035$82,870,00010.33%
Global Endowment Management, LP 687,821$115,609,0008.43%
WIN ADVISORS, INC 177,033$29,756,0006.82%
Black Diamond Financial, LLC 113,069$19,005,0006.40%
Verus Financial Partners, Inc. 258,960$43,526,0005.76%
Gray Wealth Management Inc. 39,280$6,6023.29%
HILLTOP WEALTH ADVISORS, LLC 28,140$4,730,0003.28%
LEAVELL INVESTMENT MANAGEMENT, INC. 278,195$46,759,0003.11%
View complete list of VANGUARD WORLD FD shareholders