ASSETMARK, 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
ASSETMARK, INC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$48,819,863
-1.1%
258,211
+4.0%
0.20%
+0.5%
Q2 2023$49,369,812
+8.1%
248,227
+3.0%
0.19%
+2.6%
Q1 2023$45,674,326
+5.4%
240,949
+2.0%
0.19%
+0.5%
Q4 2022$43,345,488
+5.3%
236,164
-1.9%
0.19%
-2.1%
Q3 2022$41,154,000
-2.5%
240,796
+0.5%
0.19%
+1.6%
Q2 2022$42,191,000
-15.7%
239,571
+1.7%
0.19%
-10.0%
Q1 2022$50,062,000
+5654.3%
235,562
+6016.9%
0.21%
+5150.0%
Q4 2021$870,000
+5.3%
3,851
+1.9%
0.00%0.0%
Q3 2021$826,000
-8.4%
3,779
-5.6%
0.00%0.0%
Q2 2021$902,000
-3.5%
4,004
-8.4%
0.00%
-20.0%
Q1 2021$935,000
-36.3%
4,369
-42.0%
0.01%
-37.5%
Q4 2020$1,467,000
+28.0%
7,532
+0.9%
0.01%
+14.3%
Q3 2020$1,146,000
+111.8%
7,462
+100.9%
0.01%
+75.0%
Q2 2020$541,000
+25.5%
3,714
+0.7%
0.00%0.0%
Q1 2020$431,000
+0.9%
3,688
+42.6%
0.00%
+33.3%
Q4 2019$427,000
+6.0%
2,586
-1.5%
0.00%0.0%
Q3 2019$403,000
-1.0%
2,625
-0.3%
0.00%0.0%
Q2 2019$407,000
+8.5%
2,633
+6.9%
0.00%0.0%
Q1 2019$375,000
+21.4%
2,463
+4.2%
0.00%0.0%
Q4 2018$309,000
-41.9%
2,364
-27.8%
0.00%
-40.0%
Q3 2018$532,000
+9.5%
3,274
+4.8%
0.01%0.0%
Q2 2018$486,000
+84.8%
3,125
+73.0%
0.01%
+66.7%
Q1 2018$263,000
-94.6%
1,806
-94.5%
0.00%
-94.0%
Q4 2017$4,835,000
+7.3%
32,711
+2.3%
0.05%
-2.0%
Q3 2017$4,506,000
+8.2%
31,964
+4.0%
0.05%
-1.9%
Q2 2017$4,163,000
+9.9%
30,734
+7.9%
0.05%
+4.0%
Q1 2017$3,788,000
+10.7%
28,477
+7.3%
0.05%0.0%
Q4 2016$3,421,000
+4.7%
26,529
-1.6%
0.05%0.0%
Q3 2016$3,268,000
+15.2%
26,966
+8.2%
0.05%
+4.2%
Q2 2016$2,837,000
+8.8%
24,933
+6.2%
0.05%
+4.3%
Q1 2016$2,607,000
+13.7%
23,469
+14.3%
0.05%
+9.5%
Q4 2015$2,293,000
-40.4%
20,532
-43.3%
0.04%
+5.0%
Q3 2015$3,850,000
-85.3%
36,216
-83.2%
0.04%
-92.7%
Q2 2015$26,209,000
+1342.4%
215,825
+1355.7%
0.55%
+1300.0%
Q1 2015$1,817,000
-77.9%
14,826
-78.9%
0.04%
-78.1%
Q4 2014$8,206,000
-18.0%
70,237
-22.2%
0.18%
-22.9%
Q3 2014$10,005,000
+49.5%
90,280
+58.0%
0.23%
+61.5%
Q2 2014$6,691,000
+178.7%
57,131
+168.8%
0.14%
+142.4%
Q1 2014$2,401,000
+66.0%
21,258
+61.6%
0.06%
+73.5%
Q4 2013$1,446,000
+234.7%
13,153
+211.9%
0.03%
+209.1%
Q3 2013$432,0004,2170.01%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2022
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