Mosaic Family Wealth, LLC / VBK
Mosaic Family Wealth, LLC’s Vanguard Index Fds Position
Does Mosaic Family Wealth, LLC own Vanguard Index Fds (VBK)? Yes — 82.1K shares worth $23M (+6.02% of its 13F portfolio) as of Q4 2021, up from 80.4K shares the prior filed quarter.
Position Value
$23M
Q4 2021
Shares
82.1K
% of Portfolio
+6.02%
Quarters Held
13
currently held
Position History VBK
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q4 2021 | 82.1K | $23M | +6.02% |
| Q3 2021 | 80.4K | $23M | +6.24% |
| Q2 2021 | 78.9K | $23M | +6.60% |
| Q1 2021 | 78.6K | $22M | +6.23% |
| Q4 2020 | 76.4K | $20M | +6.83% |
| Q3 2020 | 82.3K | $18M | +6.63% |
| Q2 2020 | 81.8K | $16M | +6.75% |
| Q1 2020 | 84.7K | $13M | +6.45% |
| Q4 2019 | 83.9K | $17M | +6.71% |
| Q3 2019 | 85.0K | $15M | +6.38% |
| Q2 2019 | 84.9K | $16M | +6.62% |
| Q1 2019 | 83.2K | $15M | +6.02% |
| Q4 2018 | 79.9K | $12M | +4.97% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Mosaic Family Wealth, LLC’s full portfolio or all institutional holders of VBK.