Mosaic Family Wealth, LLC / VTV
Mosaic Family Wealth, LLC’s Vanguard Index Fds Position
Does Mosaic Family Wealth, LLC own Vanguard Index Fds (VTV)? Yes — 176.5K shares worth $26M (+6.76% of its 13F portfolio) as of Q4 2021, down from 179.0K shares the prior filed quarter.
Position Value
$26M
Q4 2021
Shares
176.5K
% of Portfolio
+6.76%
Quarters Held
13
currently held
Position History VTV
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q4 2021 | 176.5K | $26M | +6.76% |
| Q3 2021 | 179.0K | $24M | +6.71% |
| Q2 2021 | 175.0K | $24M | +6.94% |
| Q1 2021 | 166.5K | $22M | +6.32% |
| Q4 2020 | 156.1K | $19M | +6.21% |
| Q3 2020 | 146.8K | $15M | +5.75% |
| Q2 2020 | 133.2K | $13M | +5.48% |
| Q1 2020 | 127.9K | $11M | +5.77% |
| Q4 2019 | 112.8K | $14M | +5.44% |
| Q3 2019 | 114.9K | $13M | +5.29% |
| Q2 2019 | 116.4K | $13M | +5.41% |
| Q1 2019 | 122.8K | $13M | +5.32% |
| Q4 2018 | 189.1K | $19M | +7.65% |
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 VTV.