Avantax Planning Partners, Inc. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,373 filers reported holding VANGUARD INDEX FDS in Q2 2021. The put-call ratio across all filers is 0.35 and the average weighting 0.9%.

Quarter-by-quarter ownership
Avantax Planning Partners, Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2023$246,425
+10.1%
1,239
+4.9%
0.01%
+11.1%
Q1 2023$223,870
+2.1%
1,181
-1.2%
0.01%0.0%
Q4 2022$219,330
+4.9%
1,195
-2.1%
0.01%0.0%
Q3 2022$209,000
-3.2%
1,221
-0.2%
0.01%0.0%
Q2 2022$216,000
-29.2%
1,224
-14.6%
0.01%
-25.0%
Q1 2022$305,000
-14.8%
1,434
-9.5%
0.01%
-20.0%
Q4 2021$358,000
+14.0%
1,584
+10.5%
0.02%
+7.1%
Q3 2021$314,000
-2.8%
1,4340.0%0.01%
-6.7%
Q2 2021$323,000
-0.3%
1,434
-28.1%
0.02%
-42.3%
Q3 2018$324,000
+4.2%
1,9950.0%0.03%
-7.1%
Q2 2018$311,000
+6.1%
1,9950.0%0.03%
+12.0%
Q1 2018$293,000
-12.8%
1,995
-12.2%
0.02%
-19.4%
Q4 2017$336,000
+4.7%
2,2720.0%0.03%
+24.0%
Q3 2017$321,0002,2720.02%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2021
NameSharesValueWeighting ↓
Aufman Associates Inc 161,884$23,590,00026.77%
Chandler Asset Management, Inc. 294,740$42,950,00018.69%
Water Oak Advisors LLC 124,171$18,094,00018.46%
McCarthy Grittinger Financial Group, LLC 163,716$23,856,69614.15%
Acorns Advisers, LLC 2,390,400$348,329,00013.45%
BLUESTEM FINANCIAL ADVISORS, LLC 98,732$14,387,00013.16%
Emerson Wealth, LLC 119,166$17,365,00012.28%
Unified Trust Company, N.A. 101,312$14,763,00011.11%
Heartwood Wealth Advisors LLC 367,893$53,609,00010.61%
VISTA CAPITAL PARTNERS, INC. 363,565$52,979,00010.32%
View complete list of VANGUARD INDEX FDS shareholders