Mosaic Family Wealth, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 603 filers reported holding VANGUARD WORLD FDS in Q1 2019. The put-call ratio across all filers is 0.22 and the average weighting 0.5%.

Quarter-by-quarter ownership
Mosaic Family Wealth, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2021$405,000
+11.3%
1,0150.0%0.12%
+11.4%
Q1 2021$364,000
+1.4%
1,0150.0%0.10%
-12.5%
Q4 2020$359,0000.0%1,015
-12.0%
0.12%
-11.1%
Q3 2020$359,000
+11.8%
1,1530.0%0.14%
+1.5%
Q2 2020$321,000
+31.6%
1,1530.0%0.13%
+7.3%
Q1 2020$244,000
-13.5%
1,1530.0%0.12%
+8.8%
Q4 2019$282,000
+3.7%
1,153
-8.7%
0.11%
+1.8%
Q3 2019$272,000
-39.4%
1,263
-40.6%
0.11%
-40.4%
Q2 2019$449,000
+5.2%
2,1280.0%0.19%
+9.3%
Q1 2019$427,000
+16.7%
2,128
-3.0%
0.17%
+13.9%
Q4 2018$366,000
-4.7%
2,193
+3.1%
0.15%
-3.8%
Q3 2018$384,000
-81.6%
2,128
-81.5%
0.16%
-80.1%
Q2 2018$2,085,000
+6.2%
11,494
+0.1%
0.79%
+8.7%
Q1 2018$1,963,000
+3.8%
11,4770.0%0.73%
+5.5%
Q4 2017$1,891,00011,4770.69%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 2019
NameSharesValueWeighting ↓
CMC Financial Group 159,205$44,372,00033.00%
Stuart Chaussee & Associates, Inc. 129,401$36,065,00018.80%
NORTHSTAR ASSET MANAGEMENT Co LLC 148,829$41,480,00014.87%
Curtis Advisory Group, LLC 69,130$19,267,00013.82%
Annex Advisory Services, LLC 310,669$86,587,00012.07%
Elwood & Goetz Wealth Advisory Group, LLC 67,005$18,675,00011.40%
Tatro Capital, LLC 26,415$7,362,00010.56%
CABANA LLC 394,461$109,940,00010.10%
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 198,900$55,436,0009.01%
Madden Advisory Services, Inc. 31,125$8,674,0009.00%
View complete list of VANGUARD WORLD FDS shareholders