EVERMAY WEALTH MANAGEMENT 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
EVERMAY WEALTH MANAGEMENT LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$2,284,155
-4.3%
12,081
+0.7%
0.47%
+1.7%
Q2 2023$2,386,879
+4.2%
12,001
-0.7%
0.46%
-0.6%
Q1 2023$2,290,644
-1.9%
12,084
-5.0%
0.46%
-2.7%
Q4 2022$2,334,078
+49.5%
12,717
+39.2%
0.48%
+53.2%
Q3 2022$1,561,000
-5.9%
9,133
-3.0%
0.31%
-3.7%
Q2 2022$1,658,000
-64.1%
9,412
-56.7%
0.32%
-58.4%
Q1 2022$4,615,000
+582.7%
21,717
+626.6%
0.77%
+539.7%
Q4 2021$676,000
+40.8%
2,989
+36.1%
0.12%
+30.1%
Q3 2021$480,000
+3.0%
2,196
+6.2%
0.09%
+8.1%
Q2 2021$466,000
+5.2%
2,0680.0%0.09%
-3.4%
Q1 2021$443,000
+9.9%
2,0680.0%0.09%0.0%
Q4 2020$403,000
+26.7%
2,0680.0%0.09%
+14.1%
Q3 2020$318,000
+5.3%
2,068
-0.2%
0.08%
-1.3%
Q2 2020$302,0002,0730.08%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2022
NameSharesValueWeighting ↓
Centered Wealth LLC dba Miller Equity Capital Advisors 280,311$52,998,30627.45%
Aufman Associates Inc 148,212$28,022,42623.51%
Investments & Financial Planning, LLC 110,981$20,983,09618.71%
MBE Wealth Management, LLC 152,178$28,772,29716.52%
Whelan Financial 129,299$24,446,50012.89%
BLUESTEM FINANCIAL ADVISORS, LLC 106,656$20,165,42612.30%
McCarthy Grittinger Financial Group, LLC 162,338$30,693,29812.09%
Brown Financial Advisory 71,550$13,527,89711.99%
Chandler Asset Management, Inc. 256,945$48,580,58511.79%
BCK Partners, Inc. 98,548$18,632,52711.62%
View complete list of VANGUARD INDEX FDS shareholders