PHILLIPS FINANCIAL MANAGEMENT, LLC - VANGUARD INDEX FDS ownership

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
PHILLIPS FINANCIAL MANAGEMENT, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
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$1,450,00013,3760.29%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2023
NameSharesValueWeighting ↓
Chandler Asset Management, Inc. 202,014$29,858,00026.30%
MOLLER WEALTH PARTNERS 256,159$37,860,00014.41%
Water Oak Advisors LLC 128,923$19,055,00014.10%
ACORNS SECURITIES, LLC 625,796$92,493,00014.02%
FIDUCIENT ADVISORS LLC 132,646$19,605,00012.48%
VISTA CAPITAL PARTNERS, INC. 350,718$51,836,00011.74%
Millburn Ridgefield Corp 1,474,968$218,000,00011.45%
Annex Advisory Services, LLC 304,378$44,987,0008.50%
Cranberry Lake Advisors LLC 87,761$12,971,0008.30%
Catalyst Capital Advisors LLC 1,473,210$217,740,0008.06%
View complete list of VANGUARD INDEX FDS shareholders