SIGNATURE ESTATE & INVESTMENT ADVISORS LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,591 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 0.40 and the average weighting 0.9%.

Quarter-by-quarter ownership
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$462
-8.5%
2,448
-3.5%
0.02%
-5.9%
Q2 2023$505
-1.4%
2,536
-6.1%
0.02%
-5.6%
Q1 2023$512
-5.9%
2,700
-8.9%
0.02%
-10.0%
Q4 2022$544
-99.9%
2,963
-2.5%
0.02%
-16.7%
Q3 2022$520,000
-5.6%
3,038
-2.9%
0.02%
-14.3%
Q2 2022$551,000
-19.9%
3,128
-3.4%
0.03%
-12.5%
Q1 2022$688,000
-9.5%
3,238
-3.7%
0.03%
-5.9%
Q4 2021$760,000
-0.4%
3,364
-3.5%
0.03%
-8.1%
Q3 2021$763,000
-9.9%
3,487
-7.2%
0.04%
-2.6%
Q2 2021$847,000
+3.2%
3,759
-1.9%
0.04%
-5.0%
Q1 2021$821,000
+1.1%
3,832
-8.1%
0.04%
-9.1%
Q4 2020$812,000
+3.8%
4,169
-18.1%
0.04%
-10.2%
Q3 2020$782,000
-0.1%
5,088
-5.3%
0.05%
-10.9%
Q2 2020$783,000
+37.6%
5,373
+9.1%
0.06%
+22.2%
Q1 2020$569,000
-55.2%
4,926
-35.7%
0.04%
-42.3%
Q4 2019$1,269,000
+4.4%
7,666
-3.0%
0.08%
-3.7%
Q3 2019$1,216,000
-6.2%
7,904
-4.5%
0.08%
-5.8%
Q2 2019$1,296,000
-2.8%
8,274
-5.2%
0.09%
-14.9%
Q1 2019$1,334,000
+7.6%
8,729
-7.1%
0.10%
-8.2%
Q4 2018$1,240,000
-24.5%
9,395
-7.0%
0.11%
-25.7%
Q3 2018$1,643,000
+21.3%
10,103
+16.1%
0.15%
+15.6%
Q2 2018$1,355,000
+37.3%
8,705
+29.5%
0.13%
+28.0%
Q1 2018$987,000
-0.8%
6,721
-0.2%
0.10%
-2.0%
Q4 2017$995,000
+8.5%
6,734
+3.7%
0.10%0.0%
Q3 2017$917,000
+8.6%
6,491
+4.2%
0.10%
+2.0%
Q2 2017$844,000
+5.5%
6,228
+3.7%
0.10%0.0%
Q1 2017$800,000
+4.6%
6,005
+1.2%
0.10%
-5.7%
Q4 2016$765,000
-10.9%
5,932
-15.6%
0.11%
-15.9%
Q3 2016$859,000
+2.8%
7,027
-2.8%
0.13%
-6.0%
Q2 2016$836,000
+0.1%
7,228
-3.5%
0.13%
-2.2%
Q1 2016$835,000
+3.2%
7,491
+2.5%
0.14%
-2.1%
Q4 2015$809,000
+19.0%
7,309
+16.0%
0.14%
-1.4%
Q3 2015$680,000
-2.4%
6,303
+9.8%
0.14%
-9.0%
Q2 2015$697,000
+7.9%
5,740
+8.9%
0.16%
-8.2%
Q1 2015$646,000
+15.2%
5,273
+9.7%
0.17%
-8.6%
Q4 2014$561,000
+15.4%
4,806
+9.4%
0.19%
+6.9%
Q3 2014$486,000
+2.7%
4,392
+8.7%
0.17%
+4.8%
Q2 2014$473,000
+4.9%
4,042
+1.1%
0.17%
-6.2%
Q1 2014$451,000
+27.8%
3,997
+24.6%
0.18%
+1.1%
Q4 2013$353,000
+21.3%
3,208
+12.8%
0.18%
+4.2%
Q3 2013$291,0002,8440.17%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2021
NameSharesValueWeighting ↓
Trinity Financial Advisors LLC 221,702$47,432,00033.22%
Aufman Associates Inc 143,772$32,389,00024.98%
Chandler Asset Management, Inc. 287,915$64,861,00016.94%
Emerson Wealth, LLC 109,699$24,713,00013.62%
BLUESTEM FINANCIAL ADVISORS, LLC 88,273$19,886,00013.40%
McCarthy Grittinger Financial Group, LLC 136,444$30,738,17213.37%
MBE Wealth Management, LLC 112,879$25,429,00013.17%
BCK Partners, Inc. 85,967$19,367,00012.81%
Axiom Financial Strategies, LLC 105,847$23,845,00011.00%
Ellenbecker Investment Group 142,982$32,211,00010.57%
View complete list of VANGUARD INDEX FDS shareholders