EVERGREEN CAPITAL MANAGEMENT LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,567 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 0.86 and the average weighting 0.9%.

Quarter-by-quarter ownership
EVERGREEN CAPITAL MANAGEMENT LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$6,280,334
+16.0%
33,217
+22.0%
0.28%
+21.7%
Q2 2023$5,415,900
+10.4%
27,231
+5.2%
0.23%
+2.7%
Q1 2023$4,907,704
+6.1%
25,890
+2.7%
0.22%
+0.9%
Q4 2022$4,627,002
+4.7%
25,210
-2.5%
0.22%
-5.6%
Q3 2022$4,418,000
-7.1%
25,847
-4.3%
0.23%
-6.5%
Q2 2022$4,756,000
-30.4%
27,005
-16.0%
0.25%
-11.2%
Q1 2022$6,829,000
-2.8%
32,132
+3.4%
0.28%
-1.1%
Q4 2021$7,024,000
+13.7%
31,080
+10.0%
0.28%
+0.7%
Q3 2021$6,180,000
+12.7%
28,260
+16.1%
0.28%
+6.5%
Q2 2021$5,482,000
+28.8%
24,333
+22.4%
0.26%
+20.2%
Q1 2021$4,256,000
+51.8%
19,880
+38.0%
0.22%
+32.9%
Q4 2020$2,804,000
+80.0%
14,403
+42.2%
0.16%
+51.9%
Q3 2020$1,558,000
-11.4%
10,130
-16.0%
0.11%
-18.8%
Q2 2020$1,758,000
+27.8%
12,063
+1.2%
0.13%
+3.9%
Q1 2020$1,376,000
-30.0%
11,916
+0.4%
0.13%
-22.0%
Q4 2019$1,967,000
-28.3%
11,873
-33.4%
0.16%
-35.9%
Q3 2019$2,745,000
-1.3%
17,838
+0.5%
0.26%
-3.4%
Q2 2019$2,780,000
+2.8%
17,743
+0.2%
0.26%
-2.2%
Q1 2019$2,705,000
+15.7%
17,703
-0.0%
0.27%
+10.6%
Q4 2018$2,337,000
-17.9%
17,705
+1.1%
0.24%
-2.8%
Q3 2018$2,846,000
+1071.2%
17,505
+1020.0%
0.25%
+995.7%
Q2 2018$243,000
+5.7%
1,5630.0%0.02%
+4.5%
Q1 2018$230,0001,5630.02%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2022
NameSharesValueWeighting ↓
Centered Wealth LLC dba Miller Equity Capital Advisors 258,800$49,058,03327.42%
Aufman Associates Inc 148,061$28,066,35423.89%
Investments & Financial Planning, LLC 103,364$19,593,70617.98%
MBE Wealth Management, LLC 140,161$26,568,89515.64%
Whelan Financial 122,311$23,185,25912.86%
Brown Financial Advisory 67,451$12,786,09512.31%
BLUESTEM FINANCIAL ADVISORS, LLC 103,905$19,696,30312.13%
Family Investment Center, Inc. 92,753$17,582,31212.08%
McCarthy Grittinger Financial Group, LLC 157,695$29,892,59111.85%
Chandler Asset Management, Inc. 262,837$49,823,32511.83%
View complete list of VANGUARD INDEX FDS shareholders