PHILLIPS FINANCIAL MANAGEMENT, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,829 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is 0.12 and the average weighting 0.9%.

Quarter-by-quarter ownership
PHILLIPS FINANCIAL MANAGEMENT, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$2,796,145
-3.9%
12,824
+0.7%
0.23%
-2.9%
Q1 2024$2,910,865
+6.7%
12,734
-0.5%
0.24%
+0.4%
Q4 2023$2,729,131
+11.6%
12,793
-1.1%
0.24%
+2.2%
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 ↓
Centered Wealth LLC dba Miller Equity Capital Advisors 295,404$64,409,77926.79%
Aufman Associates Inc 149,181$32,527,41323.15%
Investments & Financial Planning, LLC 152,955$33,350,40822.39%
MBE Wealth Management, LLC 116,944$25,498,45115.44%
Brown Financial Advisory 78,310$17,074,64113.13%
Whelan Financial 131,262$28,620,35012.78%
Chandler Asset Management, Inc. 285,830$62,322,37312.63%
BLUESTEM FINANCIAL ADVISORS, LLC 113,418$24,729,60712.50%
McCarthy Grittinger Financial Group, LLC 165,515$36,091,88911.39%
BCK Partners, Inc. 100,048$21,814,53111.28%
View complete list of VANGUARD INDEX FDS shareholders