NORTHEAST INVESTMENT MANAGEMENT - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,621 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.31 and the average weighting 0.9%.

Quarter-by-quarter ownership
NORTHEAST INVESTMENT MANAGEMENT ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$13,441,364
-4.4%
71,092
+0.6%
0.79%
-0.3%
Q2 2023$14,055,755
+9.8%
70,671
+4.6%
0.79%
+1.9%
Q1 2023$12,803,641
+104547.7%
67,544
+1.3%
0.78%
-0.3%
Q4 2022$12,235
-99.9%
66,661
+15.3%
0.78%
+16.4%
Q3 2022$9,877,000
+20.4%
57,793
+24.0%
0.67%
+27.7%
Q2 2022$8,205,000
+9.6%
46,592
+32.3%
0.52%
+33.0%
Q1 2022$7,483,000
-2.7%
35,209
+3.4%
0.39%
+5.1%
Q4 2021$7,694,000
+4.9%
34,041
+1.5%
0.38%
-4.3%
Q3 2021$7,334,000
-3.3%
33,537
-0.4%
0.39%
-3.9%
Q2 2021$7,582,000
+5.8%
33,657
+0.5%
0.41%
-3.5%
Q1 2021$7,167,000
+11.3%
33,477
+1.2%
0.42%
+7.9%
Q4 2020$6,441,000
+24.2%
33,084
-1.9%
0.39%
+13.6%
Q3 2020$5,184,000
+7.6%
33,708
+1.9%
0.34%
-4.2%
Q2 2020$4,819,000
-3.7%
33,071
-23.7%
0.36%
-21.7%
Q1 2020$5,006,000
-34.0%
43,362
-5.3%
0.46%
-17.7%
Q4 2019$7,585,000
+7.5%
45,792
-0.2%
0.56%
-0.9%
Q3 2019$7,059,000
-2.4%
45,869
-0.6%
0.56%
-1.7%
Q2 2019$7,230,000
-1.0%
46,151
-3.4%
0.57%
-6.4%
Q1 2019$7,300,000
+20.8%
47,774
+4.3%
0.61%
+5.3%
Q4 2018$6,045,000
-19.5%
45,802
-0.8%
0.58%
-2.8%
Q3 2018$7,505,000
+1.8%
46,161
-2.5%
0.60%
-4.0%
Q2 2018$7,370,000
+7.3%
47,342
+1.2%
0.62%
+2.8%
Q1 2018$6,871,000
+0.8%
46,768
+1.4%
0.61%
+5.9%
Q4 2017$6,818,000
+10.7%
46,127
+5.8%
0.57%
+5.1%
Q3 2017$6,159,000
+10.7%
43,580
+6.2%
0.54%
+7.7%
Q2 2017$5,564,000
+5.3%
41,047
+3.5%
0.51%
+2.2%
Q1 2017$5,284,000
+7.9%
39,646
+4.4%
0.50%
+5.3%
Q4 2016$4,898,000
+4.8%
37,980
-0.7%
0.47%
+0.6%
Q3 2016$4,675,000
+21.5%
38,260
+15.1%
0.47%
+20.7%
Q2 2016$3,847,000
+3.2%
33,254
-0.5%
0.39%
+1.0%
Q1 2016$3,726,000
+0.2%
33,424
-0.6%
0.38%
-0.8%
Q4 2015$3,720,000
+6.6%
33,626
+4.0%
0.39%
+2.4%
Q3 2015$3,489,000
-11.2%
32,323
-0.1%
0.38%
-5.0%
Q2 2015$3,931,000
-2.3%
32,365
-1.4%
0.40%
+0.5%
Q1 2015$4,025,000
+8.7%
32,840
+3.4%
0.40%
+9.1%
Q4 2014$3,704,000
+10.4%
31,751
+4.7%
0.36%
+7.4%
Q3 2014$3,356,000
-6.3%
30,334
-0.8%
0.34%
-6.1%
Q2 2014$3,580,000
-4.6%
30,566
-8.0%
0.36%
-10.0%
Q1 2014$3,752,000
-5.6%
33,215
-8.1%
0.40%
-10.3%
Q4 2013$3,976,000
+1.9%
36,162
-5.0%
0.44%
-5.9%
Q3 2013$3,902,000
+2.2%
38,076
-6.5%
0.47%
-3.5%
Q2 2013$3,817,00040,7350.49%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Centered Wealth LLC dba Miller Equity Capital Advisors 270,794$53,858,11927.31%
Aufman Associates Inc 147,943$29,424,40424.27%
Investments & Financial Planning, LLC 107,417$21,364,11418.50%
MBE Wealth Management, LLC 148,264$29,488,32515.85%
Whelan Financial 125,604$24,981,37513.06%
Family Investment Center, Inc. 99,242$19,738,14812.63%
BLUESTEM FINANCIAL ADVISORS, LLC 103,586$20,602,25812.46%
McCarthy Grittinger Financial Group, LLC 158,607$31,545,34212.20%
BCK Partners, Inc. 96,331$19,159,17311.98%
Brown Financial Advisory 71,177$14,156,48111.55%
View complete list of VANGUARD INDEX FDS shareholders