Mosaic Family Wealth, LLC / VUG
Mosaic Family Wealth, LLC’s Vanguard Index Fds Position
Does Mosaic Family Wealth, LLC own Vanguard Index Fds (VUG)? Yes — 266.7K shares worth $86M (+22.27% of its 13F portfolio) as of Q4 2021, up from 265.1K shares the prior filed quarter.
Position Value
$86M
Q4 2021
Shares
266.7K
% of Portfolio
+22.27%
Quarters Held
13
currently held
Position History VUG
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q4 2021 | 266.7K | $86M | +22.27% |
| Q3 2021 | 265.1K | $77M | +21.31% |
| Q2 2021 | 265.5K | $76M | +21.99% |
| Q1 2021 | 263.0K | $68M | +19.53% |
| Q4 2020 | 248.4K | $63M | +21.03% |
| Q3 2020 | 279.4K | $64M | +23.84% |
| Q2 2020 | 286.2K | $58M | +23.92% |
| Q1 2020 | 287.9K | $45M | +22.88% |
| Q4 2019 | 293.9K | $54M | +21.55% |
| Q3 2019 | 298.0K | $50M | +20.44% |
| Q2 2019 | 297.8K | $49M | +20.38% |
| Q1 2019 | 295.5K | $46M | +18.62% |
| Q4 2018 | 299.2K | $40M | +16.60% |
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 VUG.