Mosaic Family Wealth, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 859 filers reported holding VANGUARD INDEX FDS in Q1 2019. The put-call ratio across all filers is 0.22 and the average weighting 0.8%.

Quarter-by-quarter ownership
Mosaic Family Wealth, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q4 2021$1,737,000
+7.6%
6,8160.0%0.45%
+1.1%
Q3 2021$1,614,000
+0.5%
6,816
+0.8%
0.45%
-3.7%
Q2 2021$1,606,000
-13.5%
6,765
-19.3%
0.46%
-13.6%
Q1 2021$1,857,000
-20.6%
8,388
-25.9%
0.54%
-31.3%
Q4 2020$2,339,000
+17.3%
11,3140.0%0.78%
+4.5%
Q3 2020$1,994,000
+36.7%
11,314
+27.1%
0.75%
+24.0%
Q2 2020$1,459,000
+56.4%
8,902
+25.6%
0.60%
+27.5%
Q1 2020$933,000
-47.4%
7,090
-28.8%
0.47%
-33.8%
Q4 2019$1,775,000
+5.8%
9,963
-0.4%
0.72%
+3.3%
Q3 2019$1,677,000
-1.1%
10,004
-1.4%
0.69%
-2.5%
Q2 2019$1,696,000
-7.3%
10,143
-10.9%
0.71%
-3.7%
Q1 2019$1,830,000
+10.6%
11,384
-4.9%
0.74%
+7.9%
Q4 2018$1,654,000
-17.9%
11,968
-9.8%
0.68%
-17.1%
Q3 2018$2,015,000
-38.8%
13,268
-36.4%
0.82%
-33.9%
Q2 2018$3,290,000
-11.2%
20,868
-13.1%
1.25%
-9.0%
Q1 2018$3,703,000
+15.6%
24,010
+16.0%
1.37%
+17.5%
Q4 2017$3,203,000
+79975.0%
20,694
+73807.1%
1.16%
+58150.0%
Q3 2017$4,0000.0%280.0%0.00%0.0%
Q2 2017$4,0000.0%280.0%0.00%0.0%
Q1 2017$4,000
-96.6%
28
-96.8%
0.00%
-96.2%
Q4 2016$116,000
+1.8%
881
+0.1%
0.05%0.0%
Q3 2016$114,000
+165.1%
880
+151.4%
0.05%
+152.4%
Q2 2016$43,000
+4.9%
350
+2.3%
0.02%
+5.0%
Q1 2016$41,000
-70.3%
342
-70.4%
0.02%
-67.2%
Q4 2015$138,0001,1540.06%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2019
NameSharesValueWeighting ↓
BCK Partners, Inc. 117,550$24,478,65415.26%
TL Private Wealth 118,648$24,685,93114.14%
Axiom Financial Strategies, LLC 99,551$20,730,39613.91%
Conrad Siegel Investment Advisors, Inc. 125,262$26,084,62313.47%
Northwest Quadrant Wealth Management, LLC 223,403$46,521,41613.06%
OAK HILL WEALTH ADVISORS, LLC 172,303$35,880,41011.97%
JMG Financial Group, Ltd. 1,183,719$246,497,74711.89%
CONSILIO WEALTH ADVISORS, LLC 99,247$20,141,21111.71%
SEARCY FINANCIAL SERVICES INC /ADV 90,189$18,780,91411.34%
Stephens Consulting, LLC 130,925$27,263,82711.07%
View complete list of VANGUARD INDEX FDS shareholders