Mosaic Family Wealth Partners, LLC Vanguard Small Cap ETF Transaction History

Mosaic Family Wealth Partners, LLC

$785 Billion
Q2 2025

A detailed history of Mosaic Family Wealth Partners, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Mosaic Family Wealth Partners, LLC holds 6,175 shares of VB stock, worth $1.6 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares

6,175

Previous 4,928 25.3%

Holding current value

$1.6 Million

Previous $1.09 Billion 33.91%

% of portfolio

0.19%

Previous 0.16%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 11, 2025	BUY	$193.73 - $237.37 $241,581 - $296,000	1,247 Added 25.3%	6,175 $1.46 Billion
Q1 2025 May 02, 2025	BUY	$217.89 - $252.64 $1,307 - $1,515	6 Added 0.12%	4,928 $1.09 Billion
Q3 2024 Nov 13, 2024	BUY	$214.77 - $237.72 $3,651 - $4,041	17 Added 0.35%	4,922 $1.17 Billion
Q2 2024 Aug 06, 2024	BUY	$210.76 - $226.94 $222,351 - $239,421	1,055 Added 27.4%	4,905 $1.07 Billion
Q4 2023 Jan 29, 2024	SELL	$175.26 - $215.9 $193,311 - $238,137	-1,103 Reduced 22.27%	3,850 $821 Million
Q3 2023 Nov 01, 2023	SELL	$186.24 - $208.75 $232,986 - $261,146	-1,251 Reduced 20.16%	4,953 $936 Million
Q1 2023 Apr 10, 2023	SELL	$179.51 - $208.76 $124,220 - $144,461	-692 Reduced 10.03%	6,204 $1.18 Billion
Q4 2022 Feb 14, 2023	BUY	$172.82 - $196.57 $1.19 Million - $1.36 Million	6,896 New	6,896 $1.27 Billion

Others Institutions Holding VB

# of Institutions

2,411

Shares Held

166M

Call Options Held

73.6K

Put Options Held

16.3K

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About VANGUARD SMALL-CAP ETF

Ticker VB
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Industry ETFs

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Mosaic Family Wealth Partners, LLC Vanguard Small Cap ETF Transaction History