Mosaic Family Wealth, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 481 filers reported holding VANGUARD INDEX FDS in Q1 2019. The put-call ratio across all filers is 0.39 and the average weighting 0.5%.

Quarter-by-quarter ownership
Mosaic Family Wealth, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q4 2021$23,122,000
+2.6%
82,054
+2.0%
6.02%
-3.6%
Q3 2021$22,528,000
-1.4%
80,411
+2.0%
6.24%
-5.4%
Q2 2021$22,851,000
+5.9%
78,855
+0.4%
6.60%
+5.8%
Q1 2021$21,578,000
+5.5%
78,565
+2.8%
6.23%
-8.8%
Q4 2020$20,450,000
+15.6%
76,405
-7.2%
6.83%
+3.0%
Q3 2020$17,688,000
+8.4%
82,295
+0.6%
6.63%
-1.8%
Q2 2020$16,322,000
+28.3%
81,771
-3.4%
6.75%
+4.6%
Q1 2020$12,725,000
-23.6%
84,664
+1.0%
6.45%
-3.8%
Q4 2019$16,663,000
+7.7%
83,861
-1.3%
6.71%
+5.2%
Q3 2019$15,466,000
-2.2%
84,961
+0.0%
6.38%
-3.7%
Q2 2019$15,814,000
+5.8%
84,925
+2.1%
6.62%
+10.0%
Q1 2019$14,944,000
+24.3%
83,154
+4.1%
6.02%
+21.2%
Q4 2018$12,027,000
-13.2%
79,867
-5.1%
4.97%
-12.4%
Q3 2018$13,860,000
+1.2%
84,172
+8.0%
5.67%
+9.3%
Q2 2018$13,700,000
+8.0%
77,929
+0.7%
5.19%
+10.5%
Q1 2018$12,691,000
+4.9%
77,410
+2.9%
4.69%
+6.6%
Q4 2017$12,102,000
+9.3%
75,236
+3.7%
4.40%
+2.5%
Q3 2017$11,077,000
+6.4%
72,568
+1.6%
4.30%
-1.0%
Q2 2017$10,407,000
+12.2%
71,412
+8.3%
4.34%
+8.1%
Q1 2017$9,279,000
+15.6%
65,960
+9.4%
4.01%
+8.5%
Q4 2016$8,028,000
+4.8%
60,294
+3.7%
3.70%
+3.9%
Q3 2016$7,661,000
+12.6%
58,137
+5.9%
3.56%
+8.1%
Q2 2016$6,803,000
+23.2%
54,907
+18.3%
3.29%
+24.0%
Q1 2016$5,522,000
+41.2%
46,408
+44.0%
2.65%
+52.3%
Q4 2015$3,912,00032,2201.74%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2019
NameSharesValueWeighting ↓
Jentner Corp 117,818$17,708,00023.18%
Radnor Financial Advisors, LLC 125,322$18,835,00016.01%
DWM Financial Group, Inc. 32,814$4,932,00010.84%
BALASA DINVERNO & FOLTZ LLC 544,919$81,901,00010.30%
Summit Financial Strategies, Inc. 119,655$17,984,0009.75%
BHK Investment Advisors, LLC 73,738$11,083,0007.89%
Mosaic Family Wealth, LLC 84,664$12,725,0006.45%
CHOREO, LLC 332,173$49,926,0006.14%
INSPIRION WEALTH ADVISORS, LLC 79,427$11,938,0005.89%
Bishop & Co Investment Management, LLC 42,325$8,410,0005.63%
View complete list of VANGUARD INDEX FDS shareholders