Mosaic Family Wealth, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOT and the CUSIP is 922908538. A total of 744 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 0.96 and the average weighting 0.5%.

Quarter-by-quarter ownership
Mosaic Family Wealth, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q4 2021$6,640,000
+7.3%
26,080
-0.4%
1.73%
+0.8%
Q3 2021$6,190,000
-0.8%
26,197
-0.8%
1.72%
-4.8%
Q2 2021$6,241,000
+16.2%
26,404
+5.5%
1.80%
+16.1%
Q1 2021$5,371,000
-5.4%
25,029
-6.5%
1.55%
-18.2%
Q4 2020$5,676,000
-31.0%
26,765
-41.4%
1.90%
-38.5%
Q3 2020$8,231,000
+5.3%
45,694
-3.5%
3.09%
-4.5%
Q2 2020$7,817,000
+12.7%
47,353
-13.5%
3.23%
-8.1%
Q1 2020$6,937,000
-34.0%
54,753
-17.3%
3.52%
-16.9%
Q4 2019$10,515,000
+6.5%
66,224
-0.6%
4.23%
+4.0%
Q3 2019$9,870,000
-0.5%
66,639
+0.3%
4.07%
-2.0%
Q2 2019$9,919,000
+6.3%
66,429
+1.6%
4.15%
+10.4%
Q1 2019$9,335,000
+22.8%
65,386
+3.0%
3.76%
+19.8%
Q4 2018$7,599,000
-11.5%
63,485
-5.0%
3.14%
-10.6%
Q3 2018$8,584,000
+1.9%
66,810
+6.6%
3.51%
+10.1%
Q2 2018$8,425,000
+4.5%
62,680
+0.8%
3.19%
+7.0%
Q1 2018$8,062,000
+3.1%
62,199
+1.6%
2.98%
+4.7%
Q4 2017$7,823,000
+7.9%
61,248
+2.9%
2.85%
+1.2%
Q3 2017$7,248,000
+4.3%
59,533
+0.8%
2.81%
-3.0%
Q2 2017$6,951,000
+10.5%
59,070
+6.0%
2.90%
+6.5%
Q1 2017$6,292,000
+13.3%
55,709
+6.0%
2.72%
+6.4%
Q4 2016$5,554,000
+2.1%
52,561
+2.8%
2.56%
+1.2%
Q3 2016$5,442,000
+4.8%
51,152
+0.3%
2.53%
+0.6%
Q2 2016$5,195,000
+4.2%
50,979
+2.5%
2.51%
+4.9%
Q1 2016$4,985,000
+2.7%
49,725
+2.1%
2.40%
+10.8%
Q4 2015$4,855,00048,6922.16%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2021
NameSharesValueWeighting ↓
Waverly Advisors, LLC 402,660$38,804,00016.14%
Truepoint, Inc. 760,522$73,292,00012.89%
Noven Financial Group, Inc. 155,085$14,946,00010.76%
Cranbrook Wealth Management, LLC 72,062$6,945,0004.62%
SVA Wealth Management, LLC 83,302$8,028,0003.43%
Avior Wealth Management, LLC 40,946$3,946,0003.31%
MCF Advisors LLC 109,300$10,122,0003.19%
Community Financial Services Group, LLC 62,894$6,061,0003.00%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 78,295$7,545,0002.65%
IBBOTSON ASSOCIATES INC 18,026$1,737,0002.39%
View complete list of VANGUARD INDEX FDS shareholders