WELCH & FORBES LLC - 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
WELCH & FORBES LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$2,484,001
-16.2%
13,138
-11.8%
0.04%
-12.8%
Q2 2023$2,964,059
+8.9%
14,903
+3.8%
0.05%
+2.2%
Q1 2023$2,722,080
+17.5%
14,360
+13.8%
0.05%
+9.5%
Q4 2022$2,316,827
+1.7%
12,623
-5.4%
0.04%
-6.7%
Q3 2022$2,279,000
-1.9%
13,338
+1.1%
0.04%
+4.7%
Q2 2022$2,323,000
-20.9%
13,192
-4.5%
0.04%
-6.5%
Q1 2022$2,935,000
-6.0%
13,8100.0%0.05%
-2.1%
Q4 2021$3,121,000
+3.3%
13,8100.0%0.05%
-6.0%
Q3 2021$3,020,000
+175.8%
13,810
+184.2%
0.05%
+163.2%
Q2 2021$1,095,000
+5.2%
4,8600.0%0.02%0.0%
Q1 2021$1,041,000
+38.6%
4,860
+25.9%
0.02%
+26.7%
Q4 2020$751,000
+26.6%
3,8600.0%0.02%
+15.4%
Q3 2020$593,000
-1.0%
3,860
-6.2%
0.01%
-7.1%
Q2 2020$599,000
+54.4%
4,115
+22.3%
0.01%
+27.3%
Q1 2020$388,000
-52.5%
3,365
-31.7%
0.01%
-38.9%
Q4 2019$816,000
+14.3%
4,925
+6.0%
0.02%
+5.9%
Q3 2019$714,000
+47.8%
4,645
+50.6%
0.02%
+41.7%
Q2 2019$483,000
+1.7%
3,085
-0.8%
0.01%0.0%
Q1 2019$475,000
+15.0%
3,110
-0.8%
0.01%0.0%
Q4 2018$413,000
-19.0%
3,1350.0%0.01%0.0%
Q3 2018$510,000
+3.7%
3,135
-0.8%
0.01%
-7.7%
Q2 2018$492,000
+3.1%
3,160
-2.6%
0.01%
+8.3%
Q1 2018$477,000
-16.3%
3,245
-15.8%
0.01%
-20.0%
Q4 2017$570,000
+15.2%
3,855
+10.0%
0.02%
+15.4%
Q3 2017$495,000
+4.2%
3,5050.0%0.01%0.0%
Q2 2017$475,000
+1.7%
3,5050.0%0.01%0.0%
Q1 2017$467,000
+1.7%
3,505
-1.4%
0.01%
-7.1%
Q4 2016$459,000
+1.5%
3,555
-4.0%
0.01%
-12.5%
Q3 2016$452,000
-73.1%
3,705
-74.5%
0.02%
-68.6%
Q2 2016$1,678,000
+3.8%
14,5050.0%0.05%
+2.0%
Q1 2016$1,617,000
-9.1%
14,505
-9.7%
0.05%
-12.3%
Q4 2015$1,779,000
+7.9%
16,071
+5.3%
0.06%
+3.6%
Q3 2015$1,648,000
-11.1%
15,2600.0%0.06%
-5.2%
Q2 2015$1,853,000
+16.7%
15,260
+17.7%
0.06%
+20.8%
Q1 2015$1,588,000
-3.5%
12,960
-8.2%
0.05%0.0%
Q4 2014$1,646,000
+8.6%
14,110
+3.0%
0.05%
+4.3%
Q3 2014$1,516,000
-6.0%
13,700
-0.5%
0.05%
-9.8%
Q2 2014$1,613,000
+12.9%
13,775
+8.9%
0.05%
+13.3%
Q1 2014$1,429,000
+1.9%
12,650
-0.8%
0.04%
+2.3%
Q4 2013$1,402,000
+6.8%
12,750
-0.5%
0.04%0.0%
Q3 2013$1,313,000
+9.9%
12,812
+0.5%
0.04%
+2.3%
Q2 2013$1,195,00012,7500.04%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2022
NameSharesValueWeighting ↓
Centered Wealth LLC dba Miller Equity Capital Advisors 258,800$49,058,03327.42%
Aufman Associates Inc 148,061$28,066,35423.89%
Investments & Financial Planning, LLC 103,364$19,593,70617.98%
MBE Wealth Management, LLC 140,161$26,568,89515.64%
Whelan Financial 122,311$23,185,25912.86%
Brown Financial Advisory 67,451$12,786,09512.31%
BLUESTEM FINANCIAL ADVISORS, LLC 103,905$19,696,30312.13%
Family Investment Center, Inc. 92,753$17,582,31212.08%
McCarthy Grittinger Financial Group, LLC 157,695$29,892,59111.85%
Chandler Asset Management, Inc. 262,837$49,823,32511.83%
View complete list of VANGUARD INDEX FDS shareholders