SHEPHERD KAPLAN KROCHUK, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,620 filers reported holding VANGUARD INDEX FDS in Q2 2023. The put-call ratio across all filers is 0.38 and the average weighting 0.9%.

Quarter-by-quarter ownership
SHEPHERD KAPLAN KROCHUK, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$281,870
-4.9%
1,491
+0.1%
0.24%
+4.7%
Q2 2023$296,246
-18.4%
1,489
-22.2%
0.23%
-26.9%
Q1 2023$362,851
+3.3%
1,914
+0.1%
0.32%
+53.8%
Q4 2022$351,112
+42.7%
1,913
+75.7%
0.21%
+133.7%
Q4 2021$246,000
-4.3%
1,089
-7.5%
0.09%
-5.3%
Q3 2021$257,000
-3.0%
1,177
+0.2%
0.09%0.0%
Q2 2021$265,000
+1.9%
1,175
-3.1%
0.09%
-6.0%
Q1 2021$260,000
-20.0%
1,213
-27.4%
0.10%
-16.7%
Q4 2020$325,000
+19.5%
1,670
-5.7%
0.12%
+6.2%
Q3 2020$272,000
-1.1%
1,771
-6.0%
0.11%
-8.1%
Q2 2020$275,000
+15.1%
1,884
-9.0%
0.12%
-68.1%
Q1 2020$239,000
-24.8%
2,071
+7.9%
0.39%
+60.8%
Q4 2019$318,000
+12.0%
1,919
+4.0%
0.24%
+15.4%
Q3 2019$284,000
+27.9%
1,846
+30.0%
0.21%
+32.5%
Q2 2019$222,0001,4200.16%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2023
NameSharesValueWeighting ↓
Centered Wealth LLC dba Miller Equity Capital Advisors 222,168$40,776,62326.46%
Aufman Associates Inc 149,369$27,415,15825.34%
Investments & Financial Planning, LLC 96,867$17,778,90317.42%
MBE Wealth Management, LLC 139,195$25,547,88416.49%
Chandler Asset Management, Inc. 309,915$52,96815.26%
Scott Capital Advisors, LLC 121,434$22,287,99912.63%
Brown Financial Advisory 66,496$12,204,75612.59%
Whelan Financial 111,378$20,442,28112.34%
BLUESTEM FINANCIAL ADVISORS, LLC 101,561$18,640,50212.26%
McCarthy Grittinger Financial Group, LLC 159,978$29,362,45112.04%
View complete list of VANGUARD INDEX FDS shareholders