MOSAIC FAMILY WEALTH PARTNERS, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1965241
ST. LOUIS, MO
Position in VB
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$1,245,691
+$18,881 QoQ
Shares Held
4,756
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.55%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VB Over Time
Shares Held
Position Value (USD)
All Filings in VB
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,245,691 | 4,756 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,226,810 | 4,756 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,209,355 | 4,756 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,463,351 | 6,175 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,092,784 | 4,928 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,182,658 | 4,922 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $1,167,547 | 4,922 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,069,486 | 4,905 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $880,071 | 3,850 | Shares | Sole | 2024-06-13 | |
| 2023-12-31 | $821,320 | 3,850 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $936,463 | 4,953 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $1,233,913 | 6,204 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $1,176,030 | 6,204 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $1,265,691 | 6,896 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||