SEC 13F Intelligence

Mosaic Family Wealth, LLC / VOE

Mosaic Family Wealth, LLC’s Vanguard Index Fds Position

Does Mosaic Family Wealth, LLC own Vanguard Index Fds (VOE)? Yes40.0K shares worth $6M (+1.56% of its 13F portfolio) as of Q4 2021, down from 41.0K shares the prior filed quarter.

Position Value
$6M
Q4 2021
Shares
40.0K
% of Portfolio
+1.56%
Quarters Held
13
currently held

Position History VOE

Reported value by quarter
Q4 ’18: $3MQ4 ’18Q1 ’19: $2MQ2 ’19: $2MQ2 ’19Q3 ’19: $2MQ4 ’19: $2MQ4 ’19Q1 ’20: $2MQ2 ’20: $3MQ2 ’20Q3 ’20: $3MQ4 ’20: $5MQ4 ’20Q1 ’21: $5MQ2 ’21: $6MQ2 ’21Q3 ’21: $6MQ4 ’21: $6MQ4 ’21filingsflow.com
QuarterSharesValue% of Portfolio
Q4 202140.0K$6M+1.56%
Q3 202141.0K$6M+1.59%
Q2 202140.0K$6M+1.62%
Q1 202138.1K$5M+1.48%
Q4 202040.0K$5M+1.59%
Q3 202033.4K$3M+1.27%
Q2 202026.3K$3M+1.04%
Q1 202024.8K$2M+1.02%
Q4 201919.9K$2M+0.95%
Q3 201920.4K$2M+0.95%
Q2 201920.2K$2M+0.94%
Q1 201920.9K$2M+0.91%
Q4 201829.1K$3M+1.15%

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 VOE.