VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,594 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.20 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $386,459 | -19.8% | 2,044 | -15.7% | 0.48% | -12.5% |
Q2 2023 | $482,109 | +4.7% | 2,424 | -0.2% | 0.55% | -9.2% |
Q1 2023 | $460,441 | +8.8% | 2,429 | +5.4% | 0.60% | -0.2% |
Q4 2022 | $423,060 | +1.9% | 2,305 | -5.1% | 0.60% | +6.7% |
Q3 2022 | $415,000 | +7.2% | 2,430 | +10.7% | 0.56% | -10.9% |
Q2 2022 | $387,000 | -36.2% | 2,195 | -23.1% | 0.63% | -14.5% |
Q1 2022 | $607,000 | -8.2% | 2,855 | -2.4% | 0.74% | +34.8% |
Q4 2021 | $661,000 | +1903.0% | 2,926 | +1363.0% | 0.55% | +662.5% |
Q3 2018 | $33,000 | +6.5% | 200 | 0.0% | 0.07% | -2.7% |
Q2 2018 | $31,000 | +6.9% | 200 | 0.0% | 0.07% | -2.6% |
Q1 2018 | $29,000 | -3.3% | 200 | 0.0% | 0.08% | +7.0% |
Q4 2017 | $30,000 | -9.1% | 200 | -13.0% | 0.07% | +22.4% |
Q3 2017 | $33,000 | +725.0% | 230 | +666.7% | 0.06% | +866.7% |
Q2 2017 | $4,000 | 0.0% | 30 | 0.0% | 0.01% | 0.0% |
Q1 2017 | $4,000 | 0.0% | 30 | 0.0% | 0.01% | -14.3% |
Q4 2016 | $4,000 | 0.0% | 30 | 0.0% | 0.01% | 0.0% |
Q3 2016 | $4,000 | +33.3% | 30 | 0.0% | 0.01% | +40.0% |
Q2 2016 | $3,000 | 0.0% | 30 | 0.0% | 0.01% | +25.0% |
Q1 2016 | $3,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% |
Q4 2015 | $3,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% |
Q3 2015 | $3,000 | -25.0% | 30 | 0.0% | 0.00% | -20.0% |
Q2 2015 | $4,000 | +100.0% | 30 | +100.0% | 0.01% | +150.0% |
Q1 2015 | $2,000 | – | 15 | – | 0.00% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Aufman Associates Inc | 161,884 | $23,590,000 | 26.77% |
Chandler Asset Management, Inc. | 294,740 | $42,950,000 | 18.69% |
Water Oak Advisors LLC | 124,171 | $18,094,000 | 18.46% |
McCarthy Grittinger Financial Group, LLC | 163,716 | $23,856,696 | 14.15% |
Acorns Advisers, LLC | 2,390,400 | $348,329,000 | 13.45% |
BLUESTEM FINANCIAL ADVISORS, LLC | 98,732 | $14,387,000 | 13.16% |
Emerson Wealth, LLC | 119,166 | $17,365,000 | 12.28% |
Unified Trust Company, N.A. | 101,312 | $14,763,000 | 11.11% |
Heartwood Wealth Advisors LLC | 367,893 | $53,609,000 | 10.61% |
VISTA CAPITAL PARTNERS, INC. | 363,565 | $52,979,000 | 10.32% |