Mosaic Family Wealth, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,346 filers reported holding VANGUARD INDEX FDS in Q1 2021. The put-call ratio across all filers is 0.56 and the average weighting 1.0%.

Quarter-by-quarter ownership
Mosaic Family Wealth, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q4 2021$1,213,000
+0.3%
5,369
-2.9%
0.32%
-5.7%
Q3 2021$1,209,000
-2.9%
5,528
+0.1%
0.34%
-6.7%
Q2 2021$1,245,000
-8.7%
5,525
-13.3%
0.36%
-8.9%
Q1 2021$1,364,000
+6.1%
6,372
-3.5%
0.39%
-8.4%
Q4 2020$1,286,000
+17.7%
6,604
-7.1%
0.43%
+4.9%
Q3 2020$1,093,000
+8.1%
7,108
+2.5%
0.41%
-1.9%
Q2 2020$1,011,000
+196.5%
6,937
+236.7%
0.42%
+205.1%
Q4 2019$341,000
+7.6%
2,0600.0%0.14%
+4.6%
Q3 2019$317,000
-1.9%
2,0600.0%0.13%
-3.0%
Q2 2019$323,000
-2.1%
2,060
-4.5%
0.14%
+1.5%
Q1 2019$330,000
+15.8%
2,158
+0.1%
0.13%
+12.7%
Q4 2018$285,000
-9.2%
2,156
+0.8%
0.12%
-7.8%
Q3 2018$314,000
-25.2%
2,138
-20.7%
0.13%
-19.5%
Q2 2018$420,000
+45.3%
2,695
+37.1%
0.16%
+48.6%
Q1 2018$289,000
+1826.7%
1,966
+1772.4%
0.11%
+2040.0%
Q4 2017$15,0000.0%105
+1.0%
0.01%
-16.7%
Q3 2017$15,000
+7.1%
1040.0%0.01%0.0%
Q2 2017$14,0000.0%104
+1.0%
0.01%0.0%
Q1 2017$14,000
-89.6%
103
-90.1%
0.01%
-90.3%
Q4 2016$134,000
+5.5%
1,042
+0.2%
0.06%
+5.1%
Q3 2016$127,000
+130.9%
1,040
+118.9%
0.06%
+118.5%
Q2 2016$55,000
+7.8%
475
+1.9%
0.03%
+8.0%
Q1 2016$51,000
+2.0%
466
+2.2%
0.02%
+13.6%
Q4 2015$50,0004560.02%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2021
NameSharesValueWeighting ↓
Aufman Associates Inc 161,884$23,590,00026.77%
Chandler Asset Management, Inc. 294,740$42,950,00018.69%
Water Oak Advisors LLC 124,171$18,094,00018.46%
McCarthy Grittinger Financial Group, LLC 163,716$23,856,69614.15%
Acorns Advisers, LLC 2,390,400$348,329,00013.45%
BLUESTEM FINANCIAL ADVISORS, LLC 98,732$14,387,00013.16%
Emerson Wealth, LLC 119,166$17,365,00012.28%
Unified Trust Company, N.A. 101,312$14,763,00011.11%
Heartwood Wealth Advisors LLC 367,893$53,609,00010.61%
VISTA CAPITAL PARTNERS, INC. 363,565$52,979,00010.32%
View complete list of VANGUARD INDEX FDS shareholders