Karpus Management, 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
Karpus Management, Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$68,437,260
-7.0%
361,968
-2.2%
2.30%
-0.6%
Q2 2023$73,603,390
+3.6%
370,071
-1.3%
2.31%
+3.8%
Q1 2023$71,047,058
+4.7%
374,800
+1.3%
2.23%
-2.9%
Q4 2022$67,887,563
+3.2%
369,879
-3.9%
2.30%
-0.5%
Q3 2022$65,767,000
-1.7%
384,806
+1.3%
2.31%
+2.5%
Q2 2022$66,901,000
-18.8%
379,880
-2.0%
2.25%
-10.2%
Q1 2022$82,392,000
-6.1%
387,690
-0.1%
2.50%
-0.7%
Q4 2021$87,738,000
-21.7%
388,205
-24.2%
2.52%
-24.3%
Q3 2021$111,986,000
-4.8%
512,125
-1.9%
3.33%
-4.5%
Q2 2021$117,663,000
+14.1%
522,299
+8.5%
3.49%
+12.0%
Q1 2021$103,082,000
+13.0%
481,510
+2.7%
3.12%
+8.6%
Q4 2020$91,262,000
+32.2%
468,779
+4.4%
2.87%
+14.9%
Q3 2020$69,050,000
-0.3%
448,959
-5.6%
2.50%
-4.9%
Q2 2020$69,267,000
+28.1%
475,341
+1.5%
2.62%
+26.6%
Q1 2020$54,069,000
-48.5%
468,377
-26.1%
2.07%
-40.9%
Q4 2019$104,990,000
+4.3%
633,846
-3.1%
3.51%
-8.9%
Q3 2019$100,660,000
-2.0%
654,106
-0.3%
3.85%
+3.2%
Q2 2019$102,743,000
-1.9%
655,835
-2.8%
3.73%
-2.1%
Q1 2019$104,684,000
+35.1%
674,551
+14.9%
3.82%
+19.1%
Q4 2018$77,487,000
-20.3%
587,067
-1.8%
3.20%
-18.4%
Q3 2018$97,169,000
+4.8%
597,668
+2.6%
3.92%
-3.3%
Q2 2018$92,757,000
+22.1%
582,497
+12.7%
4.06%
+19.0%
Q1 2018$75,955,000
+1.2%
516,984
+1.8%
3.41%
-1.6%
Q4 2017$75,057,000
-48.2%
507,829
-50.4%
3.46%
-6.4%
Q3 2017$144,822,000
+108.2%
1,024,788
+99.7%
3.70%
+5.3%
Q2 2017$69,563,000
+3.4%
513,227
+1.6%
3.52%
+1.1%
Q1 2017$67,299,000
+10.2%
504,946
+6.7%
3.48%
-0.9%
Q4 2016$61,053,000
+9.9%
473,422
+4.2%
3.51%
+19.6%
Q3 2016$55,536,000
+3.2%
454,545
-2.3%
2.94%
+6.3%
Q2 2016$53,818,000
+4.0%
465,228
+0.3%
2.76%
+17.4%
Q1 2016$51,732,000
+6.9%
464,003
+6.1%
2.35%
+8.2%
Q4 2015$48,388,000
+5.1%
437,345
+2.5%
2.17%
+1.6%
Q3 2015$46,041,000
+23.7%
426,506
+39.2%
2.14%
+22.5%
Q2 2015$37,212,000
-4.9%
306,344
-4.0%
1.74%
-4.2%
Q1 2015$39,110,000
+3.8%
319,113
-1.2%
1.82%
+2.0%
Q4 2014$37,684,000
+9.9%
323,023
+4.2%
1.79%
+7.4%
Q3 2014$34,301,000
-17.0%
310,052
-12.1%
1.66%
-16.3%
Q2 2014$41,331,000
+6.4%
352,893
+2.7%
1.99%
-1.5%
Q1 2014$38,829,000
+7.6%
343,768
+4.8%
2.02%
+0.5%
Q4 2013$36,076,000
+8.8%
328,110
+1.4%
2.01%
-5.2%
Q3 2013$33,173,000
+19.0%
323,674
+8.8%
2.12%
+8.7%
Q2 2013$27,874,000297,4491.95%
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