Veritable, L.P. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 369 filers reported holding VANGUARD INDEX FDS in Q1 2014. The put-call ratio across all filers is 0.55 and the average weighting 0.7%.

Quarter-by-quarter ownership
Veritable, L.P. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2023$12,685,368
+12.9%
63,781
+7.6%
0.20%
+6.5%
Q1 2023$11,231,485
+1.9%
59,250
-1.3%
0.18%
-2.1%
Q4 2022$11,018,959
+7.9%
60,036
+0.5%
0.19%
-5.1%
Q3 2022$10,208,000
-6.4%
59,726
-3.5%
0.20%
+1.0%
Q2 2022$10,904,000
-10.1%
61,918
+8.5%
0.20%
+5.4%
Q1 2022$12,124,000
-6.7%
57,049
-0.7%
0.19%
-3.1%
Q4 2021$12,990,000
+2.0%
57,474
-1.3%
0.19%
-6.3%
Q3 2021$12,735,000
-3.8%
58,238
-0.9%
0.20%
-3.3%
Q2 2021$13,242,000
+3.9%
58,781
-1.3%
0.21%
-2.3%
Q1 2021$12,750,000
+2.1%
59,559
-7.2%
0.22%
-5.2%
Q4 2020$12,492,000
-15.3%
64,165
-33.1%
0.23%
-22.6%
Q3 2020$14,745,000
+6.3%
95,872
+0.7%
0.30%
-1.3%
Q2 2020$13,877,000
+46.2%
95,233
+15.9%
0.30%
+30.4%
Q1 2020$9,489,000
-33.4%
82,198
-4.4%
0.23%
-12.2%
Q4 2019$14,246,000
+7.6%
86,004
+0.0%
0.26%
+1.2%
Q3 2019$13,235,000
-1.1%
86,003
+0.7%
0.26%
-2.6%
Q2 2019$13,379,000
-0.0%
85,399
-2.5%
0.27%
-1.1%
Q1 2019$13,385,000
+12.8%
87,598
-2.6%
0.27%
-0.7%
Q4 2018$11,871,000
-27.0%
89,938
-10.0%
0.27%
-17.1%
Q3 2018$16,253,000
+13.3%
99,968
+8.5%
0.33%
+8.3%
Q2 2018$14,340,000
+4.3%
92,120
-1.6%
0.30%
+2.0%
Q1 2018$13,752,000
-5.1%
93,601
-4.6%
0.30%
+1.7%
Q4 2017$14,495,000
+1.4%
98,072
-3.0%
0.29%
-3.3%
Q3 2017$14,289,000
-4.0%
101,114
-8.0%
0.30%
-11.5%
Q2 2017$14,892,000
-1.1%
109,872
-2.8%
0.34%
-5.3%
Q1 2017$15,064,000
-5.6%
113,024
-8.6%
0.36%
-7.7%
Q4 2016$15,951,000
+5.6%
123,688
+0.0%
0.39%
+2.9%
Q3 2016$15,108,000
+3.5%
123,653
-2.0%
0.38%
+1.6%
Q2 2016$14,602,000
+7.7%
126,227
+3.8%
0.37%
+5.1%
Q1 2016$13,558,000
+13.2%
121,604
+12.3%
0.35%
+7.9%
Q4 2015$11,978,000
+4.6%
108,264
+2.1%
0.33%
-2.4%
Q3 2015$11,446,000
-0.5%
106,031
+11.9%
0.34%
+7.7%
Q2 2015$11,506,000
+1.8%
94,727
+2.7%
0.31%
+32.2%
Q1 2015$11,302,000
+6.6%
92,214
+1.5%
0.24%
+7.3%
Q4 2014$10,604,000
+14.5%
90,896
+8.6%
0.22%
+11.7%
Q3 2014$9,263,000
-6.3%
83,726
-0.9%
0.20%
-4.8%
Q2 2014$9,890,000
+2.0%
84,446
-1.7%
0.21%
-1.4%
Q1 2014$9,700,000
+6.7%
85,882
+3.9%
0.21%
+5.5%
Q4 2013$9,089,000
-3.9%
82,669
-10.4%
0.20%
-10.0%
Q3 2013$9,455,000
+14.0%
92,251
+4.2%
0.22%
+10.5%
Q2 2013$8,293,000
+39.2%
88,495
+35.4%
0.20%
+34.2%
Q1 2013$5,959,000
+31.4%
65,375
+16.6%
0.15%
+15.5%
Q4 2012$4,536,00056,0710.13%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2014
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