COBBLESTONE CAPITAL ADVISORS LLC /NY/ - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,567 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 0.86 and the average weighting 0.9%.

Quarter-by-quarter ownership
COBBLESTONE CAPITAL ADVISORS LLC /NY/ ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$519,754
-4.8%
2,749
+0.1%
0.04%0.0%
Q2 2023$545,954
+3.8%
2,745
-1.1%
0.04%0.0%
Q1 2023$526,029
-11.0%
2,775
-13.8%
0.04%
-13.3%
Q4 2022$590,815
+48.4%
3,219
+38.1%
0.04%
+36.4%
Q3 2022$398,000
-2.5%
2,331
+0.6%
0.03%
+6.5%
Q2 2022$408,000
-38.5%
2,316
-25.8%
0.03%
-31.1%
Q1 2022$663,000
+1.8%
3,121
+8.3%
0.04%
+7.1%
Q4 2021$651,000
+7.4%
2,881
+4.0%
0.04%
+2.4%
Q3 2021$606,000
-15.8%
2,771
-13.3%
0.04%
-16.3%
Q2 2021$720,000
-8.4%
3,196
-12.9%
0.05%
-14.0%
Q1 2021$786,000
+9.9%
3,6710.0%0.06%
+3.6%
Q4 2020$715,000
+2.0%
3,671
-19.4%
0.06%
-8.3%
Q3 2020$701,000
-1.4%
4,556
-6.7%
0.06%
-6.2%
Q2 2020$711,000
+14.5%
4,881
-9.3%
0.06%
-4.5%
Q1 2020$621,000
-35.2%
5,381
-6.9%
0.07%
-23.0%
Q4 2019$958,000
-0.6%
5,781
-7.7%
0.09%
-9.4%
Q3 2019$964,000
+12.6%
6,264
+14.6%
0.10%
+24.7%
Q2 2019$856,000
+2.5%
5,4640.0%0.08%
-1.3%
Q1 2019$835,000
+15.8%
5,4640.0%0.08%
+5.4%
Q4 2018$721,000
-18.8%
5,4640.0%0.07%
-11.9%
Q3 2018$888,000
-8.1%
5,464
-12.0%
0.08%
-11.6%
Q2 2018$966,000
+10.4%
6,206
+4.2%
0.10%
+6.7%
Q1 2018$875,000
-0.6%
5,9550.0%0.09%
+2.3%
Q4 2017$880,000
+4.5%
5,9550.0%0.09%
-16.3%
Q3 2017$842,000
+4.3%
5,9550.0%0.10%
-1.0%
Q2 2017$807,000
+1.6%
5,9550.0%0.10%
-0.9%
Q1 2017$794,000
-0.8%
5,955
-4.0%
0.11%
-3.6%
Q4 2016$800,000
+0.4%
6,205
-4.9%
0.11%
-2.7%
Q3 2016$797,000
+2.4%
6,525
-3.0%
0.11%
+1.8%
Q2 2016$778,000
+3.2%
6,725
-0.5%
0.11%
+0.9%
Q1 2016$754,000
-14.3%
6,760
-15.0%
0.11%
-16.7%
Q4 2015$880,000
+5.0%
7,955
+2.4%
0.13%
-1.5%
Q3 2015$838,000
-10.8%
7,765
+0.5%
0.13%
-5.0%
Q2 2015$939,000
-8.8%
7,730
-8.0%
0.14%
-11.3%
Q1 2015$1,030,000
+3.8%
8,401
-1.2%
0.16%
-9.7%
Q4 2014$992,000
-1.8%
8,501
-6.9%
0.18%
-5.4%
Q3 2014$1,010,000
-5.5%
9,1310.0%0.19%
-7.0%
Q2 2014$1,069,000
-0.9%
9,131
-4.4%
0.20%
-3.8%
Q1 2014$1,079,000
+2.7%
9,5550.0%0.21%
+4.0%
Q4 2013$1,051,000
+13.6%
9,555
+5.8%
0.20%
+5.8%
Q3 2013$925,000
+24.5%
9,030
+13.9%
0.19%
+16.0%
Q2 2013$743,0007,9300.16%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2022
NameSharesValueWeighting ↓
Centered Wealth LLC dba Miller Equity Capital Advisors 270,794$53,858,11927.31%
Aufman Associates Inc 147,943$29,424,40424.27%
Investments & Financial Planning, LLC 107,417$21,364,11418.50%
MBE Wealth Management, LLC 148,264$29,488,32515.85%
Whelan Financial 125,604$24,981,37513.06%
Family Investment Center, Inc. 99,242$19,738,14812.63%
BLUESTEM FINANCIAL ADVISORS, LLC 103,586$20,602,25812.46%
McCarthy Grittinger Financial Group, LLC 158,607$31,545,34212.20%
BCK Partners, Inc. 96,331$19,159,17311.98%
Brown Financial Advisory 71,177$14,156,48111.55%
View complete list of VANGUARD INDEX FDS shareholders