Mosaic Family Wealth, LLC / VEA
Mosaic Family Wealth, LLC’s Vanguard Tax-Managed Fds Position
Does Mosaic Family Wealth, LLC own Vanguard Tax-Managed Fds (VEA)? Yes — 220.1K shares worth $11M (+2.92% of its 13F portfolio) as of Q4 2021, down from 223.9K shares the prior filed quarter.
Position Value
$11M
Q4 2021
Shares
220.1K
% of Portfolio
+2.92%
Quarters Held
13
currently held
Position History VEA
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q4 2021 | 220.1K | $11M | +2.92% |
| Q3 2021 | 223.9K | $11M | +3.13% |
| Q2 2021 | 209.2K | $11M | +3.11% |
| Q1 2021 | 197.2K | $10M | +2.80% |
| Q4 2020 | 186.2K | $9M | +2.94% |
| Q3 2020 | 167.8K | $7M | +2.57% |
| Q2 2020 | 142.6K | $6M | +2.29% |
| Q1 2020 | 81.9K | $3M | +1.38% |
| Q4 2019 | 57.6K | $3M | +1.02% |
| Q3 2019 | 61.1K | $3M | +1.04% |
| Q2 2019 | 61.8K | $3M | +1.08% |
| Q1 2019 | 64.5K | $3M | +1.06% |
| Q4 2018 | 118.5K | $4M | +1.82% |
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 VEA.