EVERMAY WEALTH MANAGEMENT LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,505 filers reported holding VANGUARD INDEX FDS in Q3 2022. The put-call ratio across all filers is 0.34 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 Q3 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