AVANTAX ADVISORY SERVICES, INC. - 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
AVANTAX ADVISORY SERVICES, INC. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$44,623,757
+3.0%
236,017
+8.3%
0.50%
+1.0%
Q2 2023$43,337,656
+4.2%
217,898
-0.6%
0.50%
-2.8%
Q1 2023$41,572,287
+6.0%
219,309
+2.6%
0.51%
-2.7%
Q4 2022$39,213,239
+9.2%
213,650
+1.7%
0.52%
-5.1%
Q3 2022$35,898,000
+7.8%
210,039
+11.1%
0.55%
+9.8%
Q2 2022$33,300,000
-15.3%
189,087
+2.3%
0.50%
-7.0%
Q1 2022$39,295,000
+2.1%
184,848
+8.6%
0.54%
-6.9%
Q4 2021$38,486,000
+9.0%
170,279
+5.4%
0.58%
-1.5%
Q3 2021$35,308,000
+0.5%
161,480
+3.6%
0.59%
-7.7%
Q2 2021$35,130,000
+14.7%
155,924
+9.1%
0.64%
-3.0%
Q1 2021$30,617,000
+24.2%
142,964
+13.0%
0.66%
+12.3%
Q4 2020$24,652,000
-33.9%
126,563
-47.8%
0.59%
-2.0%
Q3 2020$37,291,000
+174.1%
242,451
+159.7%
0.60%
+52.6%
Q2 2020$13,606,000
+11.4%
93,365
-11.7%
0.39%
+7.4%
Q1 2020$12,215,000
-32.2%
105,787
-2.8%
0.36%
-12.7%
Q4 2019$18,025,000
+190.9%
108,828
+170.3%
0.42%
+66.5%
Q3 2019$6,196,000
+2.8%
40,261
+4.6%
0.25%
-5.6%
Q2 2019$6,030,000
+7.8%
38,491
+5.2%
0.27%
-10.4%
Q1 2019$5,593,000
+25.4%
36,602
+8.4%
0.30%
-60.4%
Q4 2018$4,461,00033,7610.75%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 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