Mosaic Family Wealth, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 738 filers reported holding VANGUARD WORLD FDS in Q2 2021. The put-call ratio across all filers is 1.03 and the average weighting 0.4%.

Quarter-by-quarter ownership
Mosaic Family Wealth, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2021$261,000
+8.3%
1,0550.0%0.08%
+7.1%
Q1 2021$241,000
+2.1%
1,0550.0%0.07%
-11.4%
Q4 2020$236,000
+9.8%
1,0550.0%0.08%
-2.5%
Q3 2020$215,000
+5.9%
1,0550.0%0.08%
-3.6%
Q2 2020$203,000
+0.5%
1,0550.0%0.08%
+3.7%
Q4 2019$202,000
-11.8%
1,055
-19.8%
0.08%
-15.6%
Q2 2019$229,000
+0.9%
1,3150.0%0.10%
+5.5%
Q1 2019$227,000
+7.6%
1,3150.0%0.09%
+4.6%
Q4 2018$211,000
-5.8%
1,3150.0%0.09%
-5.4%
Q3 2018$224,000
-78.6%
1,315
-80.0%
0.09%
-76.8%
Q2 2018$1,045,000
+3.7%
6,5660.0%0.40%
+6.2%
Q1 2018$1,008,000
-0.4%
6,5660.0%0.37%
+1.4%
Q4 2017$1,012,0006,5660.37%
Other shareholders
VANGUARD WORLD FDS shareholders Q2 2021
NameSharesValueWeighting ↓
Pariax, LLC 18,636$4,443,94113.52%
PGIM Custom Harvest LLC 931,201$222,054,2949.21%
AMI INVESTMENT MANAGEMENT INC 79,910$19,055,3388.89%
Allied Investment Advisors, LLC 117,886$28,111,0968.71%
EXECUTIVE WEALTH GROUP LLC 50,777$12,108,3128.57%
BCM ADVISORS, LLC 107,056$26,473,8787.16%
Morningstar Investment Management LLC 199,110$47,4807.06%
Essex Private Wealth Management, LLC 7,902$1,884,2506.84%
PARAGON FINANCIAL PARTNERS, INC. 27,101$6,462,4226.77%
Wealth Management Solutions, LLC 48,001$11,446,2266.59%
View complete list of VANGUARD WORLD FDS shareholders