Mosaic Family Wealth, LLC - VANGUARD WELLINGTON FD ownership

VANGUARD WELLINGTON FD's ticker is VFMO and the CUSIP is 921935508. A total of 33 filers reported holding VANGUARD WELLINGTON FD in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Mosaic Family Wealth, LLC ownership history of VANGUARD WELLINGTON FD
ValueSharesWeighting
Q4 2021$908,000
+13.4%
6,820
+9.6%
0.24%
+6.3%
Q3 2021$801,000
+30.2%
6,224
+33.0%
0.22%
+24.7%
Q2 2021$615,0004,6780.18%
Other shareholders
VANGUARD WELLINGTON FD shareholders Q2 2021
NameSharesValueWeighting ↓
ANDERSON HOAGLAND & CO 140,988$15,866,6072.28%
Strategic Financial Services, Inc, 259,052$29,153,4712.25%
CABOT WEALTH MANAGEMENT INC 126,502$14,2362.25%
RITHOLTZ WEALTH MANAGEMENT 356,980$40,174,1832.00%
Frisch Financial Group, Inc. 38,003$4,2771.66%
Systelligence, LLC 40,110$4,513,9351.16%
Armbruster Capital Management, Inc. 35,015$3,940,5501.01%
Nova R Wealth, Inc. 12,110$1,362,9020.92%
Andesa Financial Management Inc. 25,476$1,433,5210.74%
Seed Wealth Management, Inc. 4,830$543,5630.62%
View complete list of VANGUARD WELLINGTON FD shareholders