Mosaic Family Wealth Partners, LLC Vanguard Small Cap Growth 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 Growth ETF stock. As of the latest transaction made, Mosaic Family Wealth Partners, LLC holds 120,455 shares of VBK stock, worth $36.9 Million. This represents 4.25% of its overall portfolio holdings.

Number of Shares

120,455

Previous 120,778 0.27%

Holding current value

$36.9 Million

Previous $30.4 Billion 9.7%

% of portfolio

4.25%

Previous 4.32%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 11, 2025	SELL	$219.76 - $276.94 $70,982 - $89,451	-323 Reduced 0.27%	120,455 $33.4 Billion
Q1 2025 May 02, 2025	BUY	$247.97 - $296.33 $917,241 - $1.1 Million	3,699 Added 3.16%	120,778 $30.4 Billion
Q4 2024 Feb 14, 2025	BUY	$264.18 - $304.19 $420,574 - $484,270	1,592 Added 1.38%	117,079 $32.8 Billion
Q3 2024 Nov 13, 2024	BUY	$240.48 - $267.94 $3.27 Million - $3.65 Million	13,614 Added 13.36%	115,487 $30.9 Billion
Q2 2024 Aug 06, 2024	BUY	$237.63 - $258.31 $351,217 - $381,782	1,478 Added 1.47%	101,873 $25.5 Billion
Q1 2024 Jun 13, 2024	BUY	$231.0 - $260.72 $1.09 Million - $1.23 Million	4,699 Added 4.91%	100,395 $26.2 Billion
Q4 2023 Jan 29, 2024	SELL	$196.36 - $245.46 $777,585 - $972,021	-3,960 Reduced 3.97%	95,696 $23.1 Billion
Q3 2023 Nov 01, 2023	BUY	$210.59 - $239.48 $324,519 - $369,038	1,541 Added 1.57%	99,656 $21.3 Billion
Q2 2023 Aug 08, 2023	BUY	$209.12 - $229.74 $334,382 - $367,354	1,599 Added 1.66%	98,115 $22.5 Billion
Q1 2023 Apr 10, 2023	BUY	$198.77 - $233.54 $591,340 - $694,781	2,975 Added 3.18%	96,516 $20.9 Billion
Q4 2022 Feb 14, 2023	BUY	$192.0 - $216.09 $18 Million - $20.2 Million	93,541 New	93,541 $18.8 Billion

Others Institutions Holding VBK

# of Institutions

1,249

Shares Held

44.7M

Call Options Held

63.2K

Put Options Held

44.5K

View Full List

About VANGUARD SMALL-CAP GROWTH ETF

Ticker VBK
Sector ETFs
Industry ETFs

More about VBK

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Mosaic Family Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mosaic Family Wealth Partners, LLC with notifications on news.

Account

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