ProVise Management Group, LLC - 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
ProVise Management Group, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$581,957
-12.0%
3,078
-7.5%
0.05%
-10.0%
Q2 2023$661,508
+4.0%
3,326
-0.9%
0.06%
-1.6%
Q1 2023$635,974
-0.3%
3,355
-3.5%
0.06%
-6.2%
Q4 2022$638,169
-21.1%
3,477
-26.5%
0.06%
-27.8%
Q3 2022$809,000
-8.1%
4,731
-5.3%
0.09%
-4.3%
Q2 2022$880,000
-19.9%
4,997
-3.3%
0.09%
-9.6%
Q1 2022$1,098,000
-13.0%
5,166
-7.5%
0.10%
-8.8%
Q4 2021$1,262,000
+2.4%
5,586
-1.0%
0.11%
-6.6%
Q3 2021$1,233,000
-2.8%
5,640
+0.2%
0.12%
-5.4%
Q2 2021$1,268,000
-62.6%
5,628
-64.5%
0.13%
-64.8%
Q1 2021$3,394,000
+5.2%
15,854
-4.3%
0.37%
-1.6%
Q4 2020$3,225,000
+20.9%
16,568
-4.5%
0.37%
+4.2%
Q3 2020$2,667,000
+30.0%
17,340
+23.1%
0.36%
+21.0%
Q2 2020$2,052,000
+26.2%
14,0840.0%0.30%
+8.1%
Q1 2020$1,626,000
-37.8%
14,084
-10.7%
0.27%
-15.0%
Q4 2019$2,613,000
+10.2%
15,777
+2.4%
0.32%
+1.9%
Q3 2019$2,372,000
+15.0%
15,412
+17.0%
0.32%
+14.1%
Q2 2019$2,063,000
+3.4%
13,170
+0.9%
0.28%
-1.4%
Q1 2019$1,995,000
+16.5%
13,056
+0.6%
0.28%
+3.3%
Q4 2018$1,713,000
-14.6%
12,976
+5.1%
0.27%
+2.7%
Q3 2018$2,007,000
+4.8%
12,344
+0.3%
0.26%
+83.3%
Q2 2018$1,915,000
+5.4%
12,302
-0.5%
0.14%
-46.3%
Q1 2018$1,817,000
-3.3%
12,362
-2.8%
0.27%
-0.7%
Q4 2017$1,879,000
+6.3%
12,716
+1.7%
0.27%
+5.1%
Q3 2017$1,768,000
+4.7%
12,509
+0.4%
0.26%
+0.4%
Q2 2017$1,688,000
+4.2%
12,458
+2.5%
0.26%
-1.5%
Q1 2017$1,620,000
+0.8%
12,156
-2.5%
0.26%
-4.8%
Q4 2016$1,607,000
+7.0%
12,462
+1.4%
0.27%
+5.0%
Q3 2016$1,502,000
+4.9%
12,294
-0.7%
0.26%
-1.1%
Q2 2016$1,432,000
+4.4%
12,382
+0.6%
0.26%
-6.7%
Q1 2016$1,372,000
+10.7%
12,308
+9.9%
0.28%
+8.5%
Q4 2015$1,239,000
+6.4%
11,203
+3.8%
0.26%
-3.7%
Q3 2015$1,165,000
-1.3%
10,788
+11.0%
0.27%
+7.6%
Q2 2015$1,180,000
+2.6%
9,716
+3.5%
0.25%
+3.3%
Q1 2015$1,150,000
-48.5%
9,384
-50.9%
0.24%
+1.2%
Q4 2014$2,232,000
+115.7%
19,126
+104.4%
0.24%
+6.7%
Q3 2014$1,035,000
-0.8%
9,356
+5.1%
0.22%
-0.4%
Q2 2014$1,043,000
+4.8%
8,906
+1.1%
0.23%
-6.2%
Q1 2014$995,000
+4.0%
8,806
+1.1%
0.24%
-2.4%
Q4 2013$957,000
-7.1%
8,706
-13.4%
0.25%
-15.4%
Q3 2013$1,030,000
+9.3%
10,0500.0%0.29%
+5.0%
Q2 2013$942,00010,0500.28%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
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