BAR HARBOR WEALTH MANAGEMENT - VANGUARD INDEX FDS ownership

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
BAR HARBOR WEALTH MANAGEMENT ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$282,092
-4.9%
1,4920.0%0.02%
-4.3%
Q2 2023$296,744
+7.0%
1,492
+2.0%
0.02%
+4.5%
Q1 2023$277,326
-37.8%
1,463
-39.7%
0.02%
-38.9%
Q4 2022$445,635
-8.7%
2,428
-14.9%
0.04%
-14.3%
Q3 2022$488,000
+17.9%
2,853
+21.2%
0.04%
+27.3%
Q2 2022$414,000
+64.9%
2,353
+99.1%
0.03%
+43.5%
Q1 2022$251,000
-6.0%
1,1820.0%0.02%0.0%
Q4 2021$267,0001,1820.02%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2023
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