Mosaic Family Wealth, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 505 filers reported holding VANGUARD INDEX FDS in Q1 2019. The put-call ratio across all filers is 0.78 and the average weighting 0.5%.

Quarter-by-quarter ownership
Mosaic Family Wealth, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q4 2021$6,008,000
+4.9%
39,963
-2.6%
1.56%
-1.5%
Q3 2021$5,726,000
+1.9%
41,012
+2.6%
1.59%
-2.2%
Q2 2021$5,617,000
+9.3%
39,978
+4.9%
1.62%
+9.3%
Q1 2021$5,138,000
+7.9%
38,098
-4.9%
1.48%
-6.8%
Q4 2020$4,763,000
+40.6%
40,040
+19.8%
1.59%
+25.4%
Q3 2020$3,387,000
+34.6%
33,417
+27.1%
1.27%
+22.1%
Q2 2020$2,516,000
+24.6%
26,294
+5.9%
1.04%
+1.6%
Q1 2020$2,019,000
-14.8%
24,838
+24.9%
1.02%
+7.2%
Q4 2019$2,371,000
+2.8%
19,893
-2.5%
0.96%
+0.4%
Q3 2019$2,306,000
+2.5%
20,407
+1.0%
0.95%
+1.0%
Q2 2019$2,250,0000.0%20,206
-3.1%
0.94%
+4.0%
Q1 2019$2,250,000
-18.9%
20,860
-28.4%
0.91%
-21.0%
Q4 2018$2,776,000
+20.0%
29,143
+35.1%
1.15%
+21.1%
Q3 2018$2,314,000
+7.4%
21,564
+10.6%
0.95%
+16.2%
Q2 2018$2,154,000
+9.5%
19,497
+8.4%
0.82%
+12.1%
Q1 2018$1,967,000
-2.6%
17,984
-0.7%
0.73%
-1.1%
Q4 2017$2,020,000
+4.2%
18,108
-1.3%
0.74%
-2.3%
Q3 2017$1,938,000
-2.2%
18,345
-4.8%
0.75%
-9.0%
Q2 2017$1,981,000
-4.3%
19,261
-5.2%
0.83%
-7.8%
Q1 2017$2,070,000
-5.8%
20,313
-10.1%
0.90%
-11.5%
Q4 2016$2,197,000
+1.8%
22,607
-2.0%
1.01%
+0.9%
Q3 2016$2,158,000
-7.6%
23,062
-12.0%
1.00%
-11.2%
Q2 2016$2,336,000
-20.7%
26,220
-22.4%
1.13%
-20.1%
Q1 2016$2,944,000
-30.8%
33,793
-31.7%
1.42%
-25.3%
Q4 2015$4,253,00049,4881.90%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2019
NameSharesValueWeighting ↓
Waverly Advisors, LLC 540,505$61,077,0008.76%
Dougherty Wealth Advisers LLC 19,972$2,257,0007.42%
FORTE CAPITAL LLC /ADV 188,633$21,316,0006.59%
Money Design Co.,Ltd. 269,870$30,495,0006.41%
BHK Investment Advisors, LLC 97,225$10,986,0006.34%
Summit Financial, LLC 319,281$34,749,323,0005.89%
Shakespeare Wealth Management, LLC 73,856$8,346,0004.83%
Capital Advantage, Inc. 121,914$13,776,0004.77%
Betterment LLC 7,455,727$830,121,0004.71%
DERBY & COMPANY, INC 81,204$9,176,0004.39%
View complete list of VANGUARD INDEX FDS shareholders