Mosaic Family Wealth, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTV and the CUSIP is 922908744. A total of 866 filers reported holding VANGUARD INDEX FDS in Q1 2019. The put-call ratio across all filers is 0.20 and the average weighting 1.3%.

Quarter-by-quarter ownership
Mosaic Family Wealth, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q4 2021$25,964,000
+7.2%
176,492
-1.4%
6.76%
+0.7%
Q3 2021$24,227,000
+0.7%
178,968
+2.3%
6.71%
-3.4%
Q2 2021$24,051,000
+9.9%
174,964
+5.1%
6.94%
+9.8%
Q1 2021$21,884,000
+17.8%
166,471
+6.6%
6.32%
+1.9%
Q4 2020$18,572,000
+21.1%
156,120
+6.4%
6.21%
+7.9%
Q3 2020$15,341,000
+15.7%
146,791
+10.2%
5.75%
+4.9%
Q2 2020$13,261,000
+16.5%
133,156
+4.1%
5.48%
-5.0%
Q1 2020$11,387,000
-15.8%
127,858
+13.3%
5.77%
+6.1%
Q4 2019$13,523,000
+5.4%
112,834
-1.8%
5.44%
+2.9%
Q3 2019$12,827,000
-0.6%
114,916
-1.2%
5.29%
-2.1%
Q2 2019$12,908,000
-2.3%
116,369
-5.2%
5.41%
+1.6%
Q1 2019$13,212,000
-28.7%
122,757
-35.1%
5.32%
-30.4%
Q4 2018$18,521,000
+56.7%
189,090
+70.9%
7.65%
+58.2%
Q3 2018$11,820,000
-10.0%
110,623
-12.5%
4.84%
-2.7%
Q2 2018$13,129,000
-2.3%
126,449
-2.9%
4.97%
+0.1%
Q1 2018$13,434,000
+1.0%
130,202
+4.1%
4.97%
+2.6%
Q4 2017$13,301,000
+59.5%
125,104
+49.7%
4.84%
+49.6%
Q3 2017$8,340,0000.0%83,550
-3.3%
3.24%
-7.0%
Q2 2017$8,340,000
-3.8%
86,374
-5.0%
3.48%
-7.3%
Q1 2017$8,672,000
-7.5%
90,926
-9.8%
3.75%
-13.1%
Q4 2016$9,375,000
+3.8%
100,799
-2.9%
4.32%
+3.0%
Q3 2016$9,029,000
-10.1%
103,776
-12.2%
4.20%
-13.7%
Q2 2016$10,045,000
-18.9%
118,184
-21.4%
4.86%
-18.4%
Q1 2016$12,392,000
-29.7%
150,408
-30.4%
5.96%
-24.1%
Q4 2015$17,627,000216,2347.85%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2019
NameSharesValueWeighting ↓
Peninsula Wealth, LLC 458,742$54,980,00025.45%
Permanens Capital L.P. 834,780$100,048,00025.13%
VISTA CAPITAL PARTNERS, INC. 1,027,804$123,182,00023.06%
Cornerstone Management, Inc. 364,210$43,650,56918.51%
JONES FINANCIAL COMPANIES LLLP 75,825,475$9,087,684,00018.18%
Brickley Wealth Management 401,848$48,162,00017.55%
CAPITAL WEALTH MANAGEMENT, LLC 140,172$16,800,00017.14%
TL Private Wealth 155,748$18,760,00016.22%
CBIZ Investment Advisory Services, LLC 1,252,314$150,841,00016.02%
Cable Hill Partners, LLC 397,717$47,666,00014.35%
View complete list of VANGUARD INDEX FDS shareholders