NORTHSTAR ASSET MANAGEMENT Co LLC - 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
NORTHSTAR ASSET MANAGEMENT Co LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$7,808,429
-4.6%
41,299
+0.4%
2.25%
-0.0%
Q2 2023$8,182,164
+5.2%
41,139
+0.2%
2.25%
-1.6%
Q1 2023$7,781,275
+0.2%
41,049
-3.0%
2.29%
-6.6%
Q4 2022$7,764,502
+7.1%
42,304
-0.3%
2.45%
+1.3%
Q3 2022$7,253,000
+2.3%
42,439
+5.4%
2.42%
+9.1%
Q2 2022$7,093,000
-19.3%
40,276
-2.6%
2.22%
-1.5%
Q1 2022$8,786,000
-6.3%
41,346
-0.3%
2.25%
+2.1%
Q4 2021$9,373,000
+6.2%
41,472
+2.7%
2.20%
-4.9%
Q3 2021$8,828,000
+4.3%
40,372
+7.5%
2.32%
+4.0%
Q2 2021$8,463,000
+8.2%
37,567
+2.8%
2.22%
-0.1%
Q1 2021$7,825,000
+13.9%
36,552
+3.6%
2.23%
+14.0%
Q4 2020$6,871,000
+2.3%
35,298
-19.1%
1.95%
-8.9%
Q3 2020$6,714,000
-22.0%
43,654
-26.1%
2.14%
-30.5%
Q2 2020$8,613,000
+22.9%
59,109
-2.7%
3.09%
-3.9%
Q1 2020$7,009,000
-31.8%
60,719
-2.2%
3.21%
-17.1%
Q4 2019$10,284,000
+1.4%
62,082
-5.8%
3.87%
-1.8%
Q3 2019$10,141,000
-6.2%
65,898
-4.5%
3.94%
-7.4%
Q2 2019$10,808,000
-0.4%
68,988
-2.8%
4.26%
-3.6%
Q1 2019$10,849,000
+11.6%
71,003
-3.6%
4.42%
-2.8%
Q4 2018$9,722,000
-18.9%
73,653
-0.2%
4.55%
-2.4%
Q3 2018$11,994,000
+1.8%
73,768
-2.6%
4.66%
-4.4%
Q2 2018$11,785,000
+5.9%
75,705
-0.0%
4.88%
+4.4%
Q1 2018$11,126,000
-0.9%
75,728
-0.3%
4.67%
+0.7%
Q4 2017$11,225,000
+7.7%
75,943
+3.0%
4.64%
+1.6%
Q3 2017$10,418,000
+3.6%
73,718
-0.7%
4.57%
+0.9%
Q2 2017$10,057,000
-0.3%
74,203
-1.9%
4.53%
+0.5%
Q1 2017$10,085,000
+3.2%
75,663
-0.2%
4.50%
+2.1%
Q4 2016$9,773,000
-9.0%
75,778
-13.8%
4.41%
-1.8%
Q3 2016$10,736,000
+1.6%
87,868
-3.8%
4.49%
+2.1%
Q2 2016$10,564,000
+3.6%
91,318
-0.2%
4.40%
+1.2%
Q1 2016$10,197,000
-1.5%
91,463
-2.3%
4.35%
-1.5%
Q4 2015$10,354,000
+2.4%
93,588
-0.1%
4.41%
-2.6%
Q3 2015$10,111,000
-11.2%
93,658
-0.1%
4.53%
-4.9%
Q2 2015$11,392,000
+0.6%
93,783
+1.5%
4.76%
-2.0%
Q1 2015$11,323,000
+12.2%
92,383
+6.8%
4.86%
+11.0%
Q4 2014$10,094,000
-1.0%
86,518
-6.1%
4.38%
-1.1%
Q3 2014$10,191,000
-6.3%
92,118
-0.8%
4.43%
-4.4%
Q2 2014$10,879,000
+7.2%
92,883
+3.4%
4.63%
-0.4%
Q1 2014$10,146,000
+2.5%
89,823
-0.2%
4.65%
+1.0%
Q4 2013$9,895,000
-3.4%
89,991
-10.0%
4.60%
-11.9%
Q3 2013$10,245,000
+9.2%
99,959
-0.2%
5.23%
+30.2%
Q2 2013$9,386,000100,1554.02%
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