Mosaic Family Wealth, LLC / VBR
Mosaic Family Wealth, LLC’s Vanguard Index Fds Position
Does Mosaic Family Wealth, LLC own Vanguard Index Fds (VBR)? Yes — 31.0K shares worth $6M (+1.44% of its 13F portfolio) as of Q4 2021, down from 32.3K shares the prior filed quarter.
Position Value
$6M
Q4 2021
Shares
31.0K
% of Portfolio
+1.44%
Quarters Held
13
currently held
Position History VBR
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q4 2021 | 31.0K | $6M | +1.44% |
| Q3 2021 | 32.3K | $5M | +1.51% |
| Q2 2021 | 31.5K | $5M | +1.58% |
| Q1 2021 | 29.1K | $5M | +1.39% |
| Q4 2020 | 32.7K | $5M | +1.55% |
| Q3 2020 | 30.9K | $3M | +1.28% |
| Q2 2020 | 23.0K | $2M | +1.01% |
| Q1 2020 | 28.4K | $3M | +1.28% |
| Q4 2019 | 25.5K | $3M | +1.41% |
| Q3 2019 | 26.3K | $3M | +1.40% |
| Q2 2019 | 26.3K | $3M | +1.44% |
| Q1 2019 | 26.8K | $3M | +1.39% |
| Q4 2018 | 50.8K | $6M | +2.39% |
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 VBR.