BOK Financial Private Wealth, Inc. - 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
BOK Financial Private Wealth, Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$18,279,890
-8.7%
96,683
-4.0%
1.60%
-2.0%
Q2 2023$20,023,796
+2.1%
100,678
-2.7%
1.63%
+3.6%
Q1 2023$19,612,502
+1.7%
103,463
-1.5%
1.58%
-1.6%
Q4 2022$19,275,339
+75.1%
105,020
+63.1%
1.60%
+61.6%
Q3 2022$11,006,000
-3.8%
64,397
-0.9%
0.99%
-2.7%
Q2 2022$11,446,000
-13.5%
64,991
+4.4%
1.02%
+8.3%
Q1 2022$13,234,000
-9.9%
62,272
-4.2%
0.94%
-7.1%
Q4 2021$14,692,000
+6.2%
65,004
+2.8%
1.01%
-8.3%
Q3 2021$13,831,000
-6.3%
63,251
-3.5%
1.10%
-8.2%
Q2 2021$14,762,000
+2.1%
65,527
-3.0%
1.20%
-8.6%
Q1 2021$14,459,000
-8.3%
67,540
-16.6%
1.32%
-12.5%
Q4 2020$15,768,000
+16.7%
80,992
-7.8%
1.50%
+6.8%
Q3 2020$13,506,000
+1.2%
87,815
-4.1%
1.41%
+0.8%
Q2 2020$13,342,000
-3.0%
91,560
-23.2%
1.40%
-16.5%
Q1 2020$13,759,000
-39.6%
119,186
-13.4%
1.67%
-13.1%
Q4 2019$22,788,000
+6.5%
137,574
-1.0%
1.92%
-35.6%
Q3 2019$21,393,000
-20.3%
139,017
-18.9%
2.98%
-24.0%
Q2 2019$26,857,000
-18.0%
171,433
-20.0%
3.92%
-10.2%
Q1 2019$32,740,000
+8.6%
214,270
-6.2%
4.37%
+6.8%
Q4 2018$30,159,000
+45.3%
228,498
+79.0%
4.09%
+24.4%
Q3 2018$20,756,000
+1.7%
127,668
-2.7%
3.29%
-0.2%
Q2 2018$20,419,000
-1.3%
131,166
-6.9%
3.30%
-3.4%
Q1 2018$20,693,000
-0.9%
140,843
-0.3%
3.41%
+3.0%
Q4 2017$20,878,000
+4.6%
141,256
+0.0%
3.31%
+1.0%
Q3 2017$19,959,000
+4.4%
141,236
+0.1%
3.28%
+18.8%
Q2 2017$19,126,000
+1.5%
141,109
-0.2%
2.76%
+3.8%
Q1 2017$18,842,000
+4.0%
141,369
+0.6%
2.66%
-3.1%
Q4 2016$18,122,000
+7.8%
140,526
+2.1%
2.75%
+7.9%
Q3 2016$16,813,000
+4.6%
137,605
-1.0%
2.55%
-0.4%
Q2 2016$16,073,000
-0.4%
138,948
-4.0%
2.56%
-6.7%
Q1 2016$16,140,000
+2.8%
144,763
+2.0%
2.74%
+2.0%
Q4 2015$15,699,000
+5.7%
141,897
+3.1%
2.69%
+3.1%
Q3 2015$14,859,000
-6.8%
137,651
+4.8%
2.61%
-1.7%
Q2 2015$15,951,000
+3.0%
131,312
+3.9%
2.65%
+3.6%
Q1 2015$15,484,000
+4.9%
126,338
-0.1%
2.56%
+6.8%
Q4 2014$14,757,000
+5.0%
126,500
-0.4%
2.40%
+1.8%
Q3 2014$14,050,000
-3.9%
127,001
+1.7%
2.36%
-3.1%
Q2 2014$14,622,000
+5.1%
124,844
+1.4%
2.43%
+0.2%
Q1 2014$13,913,000
+5.0%
123,178
+2.2%
2.43%
+1.5%
Q4 2013$13,255,000
+7.3%
120,556
+0.0%
2.39%
-3.8%
Q3 2013$12,353,000
+10.0%
120,525
+0.6%
2.48%
+2.4%
Q2 2013$11,232,000119,8592.43%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Trinity Financial Advisors LLC 221,702$47,432,00033.22%
Aufman Associates Inc 143,772$32,389,00024.98%
Chandler Asset Management, Inc. 287,915$64,861,00016.94%
Emerson Wealth, LLC 109,699$24,713,00013.62%
BLUESTEM FINANCIAL ADVISORS, LLC 88,273$19,886,00013.40%
McCarthy Grittinger Financial Group, LLC 136,444$30,738,17213.37%
MBE Wealth Management, LLC 112,879$25,429,00013.17%
BCK Partners, Inc. 85,967$19,367,00012.81%
Axiom Financial Strategies, LLC 105,847$23,845,00011.00%
Ellenbecker Investment Group 142,982$32,211,00010.57%
View complete list of VANGUARD INDEX FDS shareholders