OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,524 filers reported holding VANGUARD INDEX FDS in Q2 2022. The put-call ratio across all filers is 0.49 and the average weighting 0.9%.

Quarter-by-quarter ownership
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q4 2022$213,048
-9.3%
1,161
-12.8%
0.02%
-5.6%
Q2 2022$235,000
+13.0%
1,332
+36.3%
0.02%
+20.0%
Q1 2022$208,000
-25.7%
977
-21.2%
0.02%
-25.0%
Q4 2021$280,000
-23.1%
1,240
-25.4%
0.02%
-31.0%
Q3 2021$364,000
-43.4%
1,663
-41.7%
0.03%
-45.3%
Q2 2021$643,000
+141.7%
2,854
+130.2%
0.05%
+120.8%
Q1 2021$266,000
+1.1%
1,240
-8.4%
0.02%
-25.0%
Q4 2020$263,000
+22.3%
1,353
-3.4%
0.03%
-25.6%
Q3 2020$215,000
+5.4%
1,4000.0%0.04%
-2.3%
Q2 2020$204,000
-18.1%
1,400
-6.7%
0.04%
-12.0%
Q4 2019$249,000
-25.0%
1,500
-30.6%
0.05%
-25.4%
Q3 2019$332,000
-1.8%
2,1600.0%0.07%
+3.1%
Q2 2019$338,000
+2.4%
2,1600.0%0.06%
+1.6%
Q1 2019$330,000
-0.9%
2,160
-14.3%
0.06%
+28.0%
Q4 2018$333,000
-24.1%
2,520
-6.7%
0.05%
-10.7%
Q3 2018$439,0000.0%2,700
-4.2%
0.06%
-6.7%
Q2 2018$439,000
+35.5%
2,818
+27.7%
0.06%
+33.3%
Q1 2018$324,000
-0.6%
2,207
+0.2%
0.04%
+4.7%
Q4 2017$326,000
-0.6%
2,202
-5.1%
0.04%
-4.4%
Q3 2017$328,000
-29.9%
2,320
-32.9%
0.04%
-32.8%
Q2 2017$468,000
+94.2%
3,455
+91.1%
0.07%
+91.4%
Q1 2017$241,000
+19.3%
1,808
+15.5%
0.04%
+16.7%
Q4 2016$202,0000.0%1,566
-5.5%
0.03%0.0%
Q3 2016$202,000
-3.3%
1,657
-3.8%
0.03%
+7.1%
Q2 2015$209,000
-0.9%
1,7230.0%0.03%0.0%
Q1 2015$211,000
+5.0%
1,723
+0.1%
0.03%
+16.7%
Q4 2014$201,0001,7220.02%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2022
NameSharesValueWeighting ↓
Trinity Financial Advisors LLC 214,530$45,776,00030.62%
Aufman Associates Inc 142,058$31,064,00025.55%
Chandler Asset Management, Inc. 284,345$62,178,00016.28%
MBE Wealth Management, LLC 122,106$26,701,00013.60%
Emerson Wealth, LLC 109,619$23,970,00013.36%
BLUESTEM FINANCIAL ADVISORS, LLC 90,893$19,876,00012.99%
McCarthy Grittinger Financial Group, LLC 151,364$33,098,74212.73%
BCK Partners, Inc. 88,920$19,444,00012.35%
Ellenbecker Investment Group 155,596$34,024,00010.64%
Whelan Financial 51,149$11,185,00010.22%
View complete list of VANGUARD INDEX FDS shareholders