13F Filings History of Mosaic Family Wealth, LLC

Latest 13F report
Q4 2021 - 25 Jan 2022
Value $
$384,350,000
Signature - Title
D. Scott Highmark - Chief Compliance Officer
Location
St. Louis, MO
Summary
This page shows a list of all the recent 13F filings made by Mosaic Family Wealth, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Mosaic Family Wealth, LLC reported 179 stock holdings with total value $384,350,000 as of Q4 2021. Top holdings included VUG, DBEF, VTV, VBK, and AAPL.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2021 179 $384,350,000 +$9,713,167 -$12,714,317 -$3,001,150 VUG, DBEF, VTV, VBK, AAPL 13F-HR 25 Jan 2022, 10:06
Q3 2021 173 $361,032,000 +$22,868,437 -$4,432,462 +$18,435,975 VUG, DBEF, VTV, VBK, VEA 13F-HR 26 Oct 2021, 15:09
Q2 2021 164 $343,941,000 +$10,087,134 -$7,026,419 +$3,060,715 VUG, DBEF, VTV, VBK, VEA 13F-HR 19 Jul 2021, 15:31
Q1 2021 161 $320,259,000 +$17,059,925 -$8,477,055 +$8,582,870 VUG, DBEF, VTV, VBK, VEA 13F-HR 27 Apr 2021, 07:29
Q4 2020 150 $298,079,000 +$18,484,625 -$15,720,908 +$2,763,717 VUG, DBEF, VBK, VTV, AAPL 13F-HR 02 Feb 2021, 14:20
Q3 2020 139 $264,014,000 +$18,990,333 -$6,904,370 +$12,085,963 VUG, DBEF, VBK, VTV, AAPL 13F-HR 19 Oct 2020, 15:27
Q2 2020 139 $240,829,000 +$16,157,263 -$10,258,376 +$5,898,887 VUG, DBEF, VBK, VTV, VOT 13F-HR 24 Jul 2020, 07:52
Q1 2020 129 $195,229,000 +$9,196,596 -$13,097,457 -$3,900,861 VUG, DBEF, VBK, VTV, VOT 13F-HR 05 May 2020, 15:41
Q4 2019 157 $248,394,000 +$2,463,656 -$12,595,178 -$10,131,522 VUG, DBEF, VBK, VTV, VOT 13F-HR 31 Jan 2020, 17:16
Q3 2019 168 $241,865,000 +$5,449,659 -$4,400,264 +$1,049,395 VUG, DBEF, VBK, VTV, VOT 13F-HR 24 Oct 2019, 07:51
Q2 2019 170 $238,778,000 +$9,670,254 -$25,562,366 -$15,892,112 VUG, DBEF, VBK, VTV, VOT 13F-HR 12 Aug 2019, 07:09
Q1 2019 689 $248,189,000 +$9,210,380 -$34,326,779 -$25,116,399 VUG, DBEF, VBK, VTV, VOT 13F-HR 13 May 2019, 21:00
Q4 2018 634 $242,063,000 +$29,475,012 -$12,923,662 +$16,551,350 VUG, DBEF, VTV, VBK, VOT 13F-HR 13 Feb 2019, 18:21
Q3 2018 643 $241,025,000 +$16,435,244 -$28,231,365 -$11,796,121 VUG, DBEF, VBK, VTV, VOT 13F-HR 14 Nov 2018, 13:17
Q2 2018 675 $264,081,000 +$5,722,593 -$19,848,573 -$14,125,980 VUG, DBEF, VBK, VTV, VOT 13F-HR 10 Aug 2018, 11:28
Q1 2018 665 $270,425,000 +$9,553,297 -$8,124,810 +$1,428,487 VUG, DBEF, VTV, VBK, IEFA 13F-HR 14 May 2018, 18:18
Q4 2017 674 $274,751,000 +$57,758,917 -$51,718,648 +$6,040,269 VUG, DBEF, VTV, VBK, IEFA 13F-HR 13 Feb 2018, 16:34
Q3 2017 906 $256,567,000 +$16,305,870 -$5,147,830 +$11,158,040 VUG, DBEF, VBK, VTV, VOT 13F-HR 27 Oct 2017, 12:50
Q2 2017 698 $237,150,000 +$14,484,248 -$11,035,343 +$3,448,905 VUG, DBEF, VBK, VTV, VOT 13F-HR 04 Aug 2017, 15:55
Q1 2017 709 $230,491,000 +$15,089,784 -$12,252,919 +$2,836,865 VUG, DBEF, VBK, VTV, VOT 13F-HR 05 May 2017, 12:34
Q4 2016 699 $217,051,000 +$9,669,110 -$11,761,680 -$2,092,570 VUG, DBEF, VTV, VBK, EFA 13F-HR 10 Feb 2017, 16:02
Q3 2016 743 $215,151,000 +$14,147,868 -$12,276,889 +$1,870,979 VUG, DBEF, VTV, EFA, VBK 13F-HR 15 Nov 2016, 18:58
Q2 2016 781 $206,370,000 +$17,374,339 -$26,844,069 -$9,469,730 VUG, DBEF, VTV, EFA, VBK 13F-HR 15 Aug 2016, 17:04
Q1 2016 780 $207,856,000 +$19,419,868 -$36,905,641 -$17,485,773 VUG, DBEF, VTV, EFA, VBK 13F-HR 12 May 2016, 14:44
Q4 2015 758 $224,329,000 $0 $0 $0 VUG, VTV, EFA, DBEF, BSV 13F-HR 12 May 2016, 12:00