Mosaic Family Wealth, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOO and the CUSIP is 922908363. A total of 1,723 filers reported holding VANGUARD INDEX FDS in Q2 2021. The put-call ratio across all filers is 3.20 and the average weighting 2.3%.

Quarter-by-quarter ownership
Mosaic Family Wealth, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q4 2021$458,000
+8.3%
1,048
-2.3%
0.12%
+1.7%
Q3 2021$423,000
+4.2%
1,073
+3.9%
0.12%0.0%
Q2 2021$406,000
+60.5%
1,033
+49.1%
0.12%
+60.3%
Q1 2021$253,000
-59.7%
693
-62.1%
0.07%
-65.2%
Q4 2020$628,000
-2.8%
1,829
-12.9%
0.21%
-13.2%
Q3 2020$646,000
+75.5%
2,099
+61.5%
0.24%
+59.2%
Q2 2020$368,000
+2.8%
1,300
-14.0%
0.15%
-16.5%
Q1 2020$358,000
-18.1%
1,512
+2.4%
0.18%
+3.4%
Q4 2019$437,000
+8.4%
1,4770.0%0.18%
+6.0%
Q3 2019$403,000
+1.3%
1,4770.0%0.17%
-0.6%
Q2 2019$398,000
+342.2%
1,477
+325.6%
0.17%
+363.9%
Q1 2019$90,000
-41.2%
347
-48.0%
0.04%
-42.9%
Q4 2018$153,000
+75.9%
667
+92.2%
0.06%
+75.0%
Q3 2018$87,0000.0%3470.0%0.04%
+9.1%
Q2 2018$87,000
+8.8%
347
+5.2%
0.03%
+10.0%
Q1 2018$80,000
-1.2%
3300.0%0.03%
+3.4%
Q4 2017$81,000
-18.2%
330
-23.3%
0.03%
-23.7%
Q3 2017$99,000
+4.2%
4300.0%0.04%
-5.0%
Q2 2017$95,000
-24.0%
430
-25.9%
0.04%
-25.9%
Q1 2017$125,000
-9.4%
580
-13.6%
0.05%
-15.6%
Q4 2016$138,000
-40.8%
671
-42.7%
0.06%
-40.7%
Q3 2016$233,000
+3.1%
1,1710.0%0.11%
-0.9%
Q2 2016$226,000
+2.7%
1,1710.0%0.11%
+2.8%
Q1 2016$220,000
+1.9%
1,171
+0.9%
0.11%
+10.4%
Q4 2015$216,0001,1600.10%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2021
NameSharesValueWeighting ↓
AXIS CAPITAL HOLDINGS LTD 685,743$136,250,00077.22%
Symetra Life Insurance Co 1,314,942$261,266,00065.37%
Rampart Investment Management Company, LLC 635,170$126,202,00048.23%
HM Capital Management, LLC 213,372$42,392,00042.87%
JBF Capital, Inc. 1,544,818$306,940,00038.81%
Fiduciary Wealth Partners, LLC 179,063$35,578,00035.57%
Fragasso Group Inc. 448,971$89,206,00031.84%
RETIREMENT CAPITAL STRATEGIES 259,103$51,481,00029.61%
Hirtle Callaghan & Co LLC 721,500$143,355,00029.60%
Heartwood Wealth Management Ltd 85,458$16,980,00028.81%
View complete list of VANGUARD INDEX FDS shareholders