LUCAS CAPITAL 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
LUCAS CAPITAL MANAGEMENT ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q4 2020$2,183,000
+27.6%
11,215
+0.8%
2.55%
+11.2%
Q3 2020$1,711,000
+6.3%
11,125
+0.7%
2.29%
+3.9%
Q2 2020$1,610,000
+21.2%
11,050
-3.9%
2.20%
+9.8%
Q1 2020$1,328,000
-34.5%
11,500
-6.1%
2.01%
-16.5%
Q4 2019$2,028,000
+8.2%
12,241
+0.5%
2.40%
+0.6%
Q3 2019$1,875,000
-2.2%
12,182
-0.5%
2.39%
+5.2%
Q2 2019$1,917,000
+4.9%
12,238
+2.4%
2.27%
+5.3%
Q1 2019$1,827,000
+24.3%
11,955
+7.4%
2.16%
+11.5%
Q4 2018$1,470,000
-19.1%
11,135
-0.3%
1.94%
-11.9%
Q3 2018$1,816,000
+6.3%
11,169
+1.8%
2.20%
+36.1%
Q2 2018$1,708,000
+0.7%
10,970
-6.2%
1.61%
-1.7%
Q1 2018$1,696,000
+55.5%
11,693
+58.5%
1.64%
+73.6%
Q4 2017$1,091,000
+25.4%
7,379
+19.9%
0.95%
+21.3%
Q3 2017$870,000
+6.1%
6,154
+1.7%
0.78%
+31.3%
Q2 2017$820,000
+7.5%
6,051
+5.7%
0.59%
+5.1%
Q1 2017$763,000
+7.3%
5,724
+3.8%
0.56%
+10.1%
Q4 2016$711,000
+2.3%
5,516
-3.0%
0.51%
-3.6%
Q3 2016$695,000
+2.2%
5,685
-3.3%
0.53%
+10.6%
Q2 2016$680,000
+5.1%
5,880
+1.3%
0.48%
+1.9%
Q1 2016$647,000
+6.2%
5,807
+5.5%
0.47%
+20.7%
Q4 2015$609,000
+13.0%
5,504
+10.3%
0.39%
+25.3%
Q3 2015$539,000
-12.8%
4,991
-2.0%
0.31%
+13.5%
Q2 2015$618,000
-1.0%
5,0910.0%0.28%
+9.1%
Q1 2015$624,000
+20.5%
5,091
+14.6%
0.25%
+31.2%
Q4 2014$518,000
+5.7%
4,441
+0.3%
0.19%
+28.0%
Q3 2014$490,000
-20.7%
4,429
-16.1%
0.15%
-23.5%
Q2 2014$618,000
+3.7%
5,2790.0%0.20%
+3.2%
Q1 2014$596,000
+7.2%
5,279
+4.3%
0.19%
+2.2%
Q4 2013$556,000
+6.3%
5,059
-0.8%
0.19%
+4.5%
Q3 2013$523,000
+4.4%
5,098
-4.7%
0.18%
+23.6%
Q2 2013$501,000
-17.5%
5,348
-19.7%
0.14%
-38.2%
Q1 2013$607,0006,6580.23%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Aufman Associates Inc 144,136$25,384,00024.13%
Investments & Financial Planning, LLC 89,095$15,691,00016.17%
Centered Wealth LLC dba Miller Equity Capital Advisors 106,534$18,762,00016.02%
MBE Wealth Management, LLC 126,873$22,344,00015.59%
Chandler Asset Management, Inc. 297,125$52,326,675,00014.79%
Scott Capital Advisors, LLC 112,455$19,804,00013.40%
Whelan Financial 106,846$18,817,00012.73%
Emerson Wealth, LLC 109,251$19,240,00012.60%
BLUESTEM FINANCIAL ADVISORS, LLC 97,848$17,232,00011.98%
BCK Partners, Inc. 93,787$16,517,00011.56%
View complete list of VANGUARD INDEX FDS shareholders