OXFORD FINANCIAL GROUP, LTD. 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
OXFORD FINANCIAL GROUP, LTD. LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,528,859
+65.2%
8,086
+73.8%
0.13%
+50.0%
Q2 2023$925,476
+4.9%
4,6530.0%0.09%
-11.1%
Q1 2023$882,062
-53.2%
4,653
-54.7%
0.10%
-55.0%
Q4 2022$1,884,664
+127.6%
10,268
+112.1%
0.22%
+76.0%
Q3 2022$828,000
-2.9%
4,842
-0.0%
0.12%
-0.8%
Q2 2022$853,000
-17.2%
4,8440.0%0.13%
-3.8%
Q1 2022$1,030,000
-5.9%
4,8440.0%0.13%
+6.5%
Q4 2021$1,095,000
+3.4%
4,8440.0%0.12%
-8.9%
Q3 2021$1,059,000
+3.4%
4,844
+6.5%
0.14%
-1.5%
Q2 2021$1,024,000
+5.1%
4,548
+0.0%
0.14%
+1.5%
Q1 2021$974,000
+10.1%
4,5470.0%0.14%
+5.5%
Q4 2020$885,000
+14.9%
4,547
-9.2%
0.13%
+3.2%
Q3 2020$770,000
-18.4%
5,008
-22.7%
0.12%
-22.5%
Q2 2020$944,000
+7.6%
6,478
-14.7%
0.16%
-8.6%
Q1 2020$877,000
+44.2%
7,593
+106.8%
0.18%
+3.6%
Q4 2019$608,000
+122.7%
3,671
+106.7%
0.17%
+96.5%
Q3 2019$273,000
-1.8%
1,7760.0%0.09%
-5.5%
Q2 2019$278,000
+2.6%
1,7760.0%0.09%
-6.2%
Q1 2019$271,000
-26.8%
1,776
-25.3%
0.10%
-48.9%
Q2 2018$370,000
-48.8%
2,379
-51.6%
0.19%
-54.1%
Q1 2018$723,000
-0.6%
4,9190.0%0.41%
-16.7%
Q4 2017$727,000
+94.4%
4,919
+86.1%
0.50%
+94.1%
Q3 2017$374,000
+4.5%
2,6430.0%0.26%
-6.9%
Q2 2017$358,000
+1.7%
2,6430.0%0.28%
-10.1%
Q1 2017$352,000
+3.2%
2,6430.0%0.31%
-2.5%
Q4 2016$341,0002,6430.31%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2022
NameSharesValueWeighting ↓
Aufman Associates Inc 161,884$23,590,00026.77%
Chandler Asset Management, Inc. 294,740$42,950,00018.69%
Water Oak Advisors LLC 124,171$18,094,00018.46%
McCarthy Grittinger Financial Group, LLC 163,716$23,856,69614.15%
Acorns Advisers, LLC 2,390,400$348,329,00013.45%
BLUESTEM FINANCIAL ADVISORS, LLC 98,732$14,387,00013.16%
Emerson Wealth, LLC 119,166$17,365,00012.28%
Unified Trust Company, N.A. 101,312$14,763,00011.11%
Heartwood Wealth Advisors LLC 367,893$53,609,00010.61%
VISTA CAPITAL PARTNERS, INC. 363,565$52,979,00010.32%
View complete list of VANGUARD INDEX FDS shareholders