VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 46 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,446,377 | -12.4% | 12,939 | -7.9% | 0.23% | -10.4% |
| Q2 2023 | $2,793,609 | +4.4% | 14,046 | -0.5% | 0.26% | +0.4% |
| Q1 2023 | $2,676,208 | +2.3% | 14,118 | -0.9% | 0.26% | -3.0% |
| Q4 2022 | $2,615,645 | +5.1% | 14,251 | -2.1% | 0.27% | -2.9% |
| Q3 2022 | $2,489,000 | -3.2% | 14,564 | -0.3% | 0.27% | -1.8% |
| Q2 2022 | $2,572,000 | -22.1% | 14,606 | -5.9% | 0.28% | -10.6% |
| Q1 2022 | $3,300,000 | -6.1% | 15,527 | -0.1% | 0.31% | -9.3% |
| Q4 2021 | $3,514,000 | +1.9% | 15,550 | -1.4% | 0.34% | -3.6% |
| Q3 2021 | $3,447,000 | -4.2% | 15,765 | -1.3% | 0.36% | -3.8% |
| Q2 2021 | $3,598,000 | +3.5% | 15,971 | -1.7% | 0.37% | -13.3% |
| Q1 2021 | $3,477,000 | +4.7% | 16,243 | -4.7% | 0.43% | -5.5% |
| Q4 2020 | $3,320,000 | +19.7% | 17,052 | -5.4% | 0.45% | +4.4% |
| Q3 2020 | $2,773,000 | +4.2% | 18,029 | -1.3% | 0.43% | -0.5% |
| Q2 2020 | $2,662,000 | +83.6% | 18,269 | +36.6% | 0.44% | +51.4% |
| Q1 2020 | $1,450,000 | – | 13,376 | – | 0.29% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Aufman Associates Inc | 161,884 | $23,590,000 | 26.77% |
| Chandler Asset Management, Inc. | 294,740 | $42,950,000 | 18.69% |
| Water Oak Advisors LLC | 124,171 | $18,094,000 | 18.46% |
| McCarthy Grittinger Financial Group, LLC | 163,716 | $23,856,696 | 14.15% |
| Acorns Advisers, LLC | 2,390,400 | $348,329,000 | 13.45% |
| BLUESTEM FINANCIAL ADVISORS, LLC | 98,732 | $14,387,000 | 13.16% |
| Emerson Wealth, LLC | 119,166 | $17,365,000 | 12.28% |
| Unified Trust Company, N.A. | 101,312 | $14,763,000 | 11.11% |
| Heartwood Wealth Advisors LLC | 367,893 | $53,609,000 | 10.61% |
| VISTA CAPITAL PARTNERS, INC. | 363,565 | $52,979,000 | 10.32% |