Mosaic Family Wealth, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,392 filers reported holding VANGUARD INDEX FDS in Q2 2021. The put-call ratio across all filers is 0.33 and the average weighting 1.3%.

Quarter-by-quarter ownership
Mosaic Family Wealth, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q4 2021$85,599,000
+11.3%
266,746
+0.6%
22.27%
+4.5%
Q3 2021$76,934,000
+1.0%
265,135
-0.1%
21.31%
-3.1%
Q2 2021$76,157,000
+12.6%
265,533
+1.0%
21.99%
+12.6%
Q1 2021$67,609,000
+7.4%
263,028
+5.9%
19.53%
-7.1%
Q4 2020$62,925,000
-1.1%
248,381
-11.1%
21.03%
-11.8%
Q3 2020$63,593,000
+10.0%
279,395
-2.4%
23.84%
-0.3%
Q2 2020$57,833,000
+28.2%
286,176
-0.6%
23.92%
+4.6%
Q1 2020$45,113,000
-15.7%
287,910
-2.0%
22.88%
+6.1%
Q4 2019$53,537,000
+8.0%
293,886
-1.4%
21.55%
+5.5%
Q3 2019$49,558,000
+1.9%
298,040
+0.1%
20.44%
+0.3%
Q2 2019$48,655,000
+5.3%
297,785
+0.8%
20.38%
+9.4%
Q1 2019$46,214,000
+15.0%
295,451
-1.3%
18.62%
+12.1%
Q4 2018$40,191,000
-10.8%
299,196
-3.5%
16.60%
-10.0%
Q3 2018$45,077,000
-1.5%
310,106
+1.5%
18.44%
+6.4%
Q2 2018$45,781,000
+3.2%
305,592
-2.2%
17.33%
+5.7%
Q1 2018$44,354,000
+3.2%
312,614
+2.3%
16.40%
+4.9%
Q4 2017$42,970,000
+20.3%
305,512
+13.5%
15.63%
+12.8%
Q3 2017$35,731,000
+5.2%
269,157
+0.7%
13.86%
-2.1%
Q2 2017$33,950,000
+11.1%
267,241
+6.4%
14.16%
+7.1%
Q1 2017$30,566,000
+15.4%
251,244
+5.7%
13.22%
+8.3%
Q4 2016$26,495,000
+1.7%
237,665
+2.5%
12.21%
+0.9%
Q3 2016$26,044,000
+5.4%
231,934
+0.6%
12.10%
+1.2%
Q2 2016$24,708,000
+5.0%
230,485
+4.3%
11.96%
+5.7%
Q1 2016$23,528,000
+5.5%
221,029
+5.4%
11.31%
+13.8%
Q4 2015$22,301,000209,6209.94%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2021
NameSharesValueWeighting ↓
Bromfield Sneider Wealth Advisors 93,208$28,976,41819.62%
McAlister, Sweet & Associates, Inc. 34,017$10,575,2059.82%
GoalVest Advisory LLC 70,143$21,806,0879.59%
Dentgroup LLC 20,974$6,520,3525.79%
FC Advisory LLC 40,783$12,678,7094.90%
GILL CAPITAL PARTNERS, LLC 34,372$10,685,5984.50%
CATALYST PRIVATE WEALTH, LLC 13,596$4,226,8031.98%
Agate Pass Investment Management, LLC 7,250$2,253,8801.31%
High Net Worth Advisory Group LLC 9,096$2,828,7051.05%
Compass Financial Group, INC/SD 9,305$2,892,6600.76%
View complete list of VANGUARD INDEX FDS shareholders