Mosaic Family Wealth, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 1,105 filers reported holding VANGUARD INDEX FDS in Q2 2018. The put-call ratio across all filers is 0.57 and the average weighting 2.3%.

Quarter-by-quarter ownership
Mosaic Family Wealth, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q4 2021$1,479,000
+2.0%
6,127
-6.2%
0.38%
-4.2%
Q3 2021$1,450,000
-16.5%
6,531
-16.2%
0.40%
-19.8%
Q2 2021$1,737,000
+4.4%
7,797
-3.1%
0.50%
+4.4%
Q1 2021$1,663,000
-7.9%
8,045
-13.3%
0.48%
-20.4%
Q4 2020$1,806,000
+54.8%
9,278
+35.4%
0.60%
+38.0%
Q3 2020$1,167,000
+52.5%
6,854
+40.2%
0.44%
+38.3%
Q2 2020$765,000
-5.9%
4,887
-22.5%
0.32%
-23.3%
Q1 2020$813,000
-20.8%
6,308
+0.4%
0.41%
-0.2%
Q4 2019$1,027,000
-2.1%
6,280
-9.6%
0.41%
-4.6%
Q3 2019$1,049,000
+1.1%
6,945
+0.5%
0.43%
-0.5%
Q2 2019$1,038,000
+1.6%
6,913
-2.1%
0.44%
+5.6%
Q1 2019$1,022,000
-85.6%
7,061
-87.3%
0.41%
-85.9%
Q4 2018$7,084,000
+838.3%
55,507
+923.5%
2.93%
+846.9%
Q3 2018$755,000
-8.2%
5,423
-7.3%
0.31%
-0.6%
Q2 2018$822,000
+3.5%
5,853
+0.1%
0.31%
+5.8%
Q1 2018$794,000
+3.5%
5,850
+4.7%
0.29%
+5.4%
Q4 2017$767,000
+57.8%
5,590
+49.1%
0.28%
+47.6%
Q3 2017$486,000
+48.2%
3,750
+42.3%
0.19%
+38.0%
Q2 2017$328,000
+2.8%
2,636
+0.1%
0.14%
-0.7%
Q1 2017$319,000
+5.3%
2,633
+0.1%
0.14%
-1.4%
Q4 2016$303,000
+3.8%
2,630
+0.2%
0.14%
+2.9%
Q3 2016$292,000
-6.7%
2,626
-10.1%
0.14%
-9.9%
Q2 2016$313,000
+2.6%
2,920
+0.1%
0.15%
+2.7%
Q1 2016$305,000
-24.1%
2,916
-24.5%
0.15%
-17.9%
Q4 2015$402,0003,8610.18%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2018
NameSharesValueWeighting ↓
Symetra Investment Management Co 1,021,603$225,039100.00%
Rainwater Charitable Foundation 457,782$100,840,21973.29%
Ebor Charitable Trust 77,869$17,152,98368.48%
Cabot-Wellington, LLC 538,033$118,517,82265.65%
Gibson Capital, LLC 972,491$214,220,49355.65%
University of Massachusetts Foundation, Inc. 503,429$110,895,34052.21%
Avalon Advisory Group 414,742$91,359,41151.97%
Beacon Wealthcare LLC 454,010$100,009,24551.01%
AEGON USA Investment Management, LLC 387,771$85,418,19649.00%
CARL STUART INVESTMENT ADVISOR, INC 281,327$61,970,71947.55%
View complete list of VANGUARD INDEX FDS shareholders