Legacy Private Trust Co. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 371 filers reported holding VANGUARD INDEX FDS in Q4 2013. The put-call ratio across all filers is 1.25 and the average weighting 0.7%.

Quarter-by-quarter ownership
Legacy Private Trust Co. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,253,912
+18.2%
6,632
+24.3%
0.11%
+22.7%
Q2 2023$1,061,078
-22.2%
5,335
-25.9%
0.09%
-24.1%
Q1 2023$1,363,884
+3.3%
7,1950.0%0.12%
-2.5%
Q4 2022$1,320,570
+44.3%
7,195
+30.2%
0.12%
+24.0%
Q4 2019$915,000
+2.6%
5,526
-4.6%
0.10%
-4.0%
Q3 2019$892,000
-20.5%
5,795
-19.1%
0.10%
-21.9%
Q2 2019$1,122,000
+58.3%
7,164
+54.5%
0.13%
+52.4%
Q1 2019$709,000
-24.7%
4,638
-35.0%
0.08%
-31.1%
Q4 2018$942,000
-39.0%
7,140
-24.8%
0.12%
-29.9%
Q3 2018$1,543,000
+65.7%
9,491
+58.8%
0.17%
+56.8%
Q2 2018$931,000
-11.7%
5,978
-16.7%
0.11%
-9.8%
Q1 2018$1,054,000
-21.9%
7,173
-21.5%
0.12%
-22.2%
Q4 2017$1,350,000
-7.6%
9,134
-11.6%
0.16%
-11.2%
Q3 2017$1,461,000
-21.6%
10,335
-24.8%
0.18%
-24.6%
Q2 2017$1,864,000
-16.6%
13,750
-18.1%
0.24%
-17.8%
Q1 2017$2,236,000
+31.5%
16,780
+27.3%
0.29%
+24.2%
Q4 2016$1,700,000
-50.2%
13,183
-52.8%
0.23%
-50.2%
Q3 2016$3,411,000
+331.8%
27,916
+294.3%
0.46%
+289.9%
Q1 2016$790,000
-55.4%
7,080
-55.8%
0.12%
-55.8%
Q4 2015$1,772,000
+26.3%
16,015
+23.2%
0.27%
+21.2%
Q3 2015$1,403,000
-35.4%
12,997
-27.3%
0.22%
-32.1%
Q2 2015$2,172,000
+252.6%
17,879
+240.3%
0.33%
+581.2%
Q2 2014$616,000
-85.6%
5,254
-86.2%
0.05%
-93.6%
Q1 2014$4,292,000
-34.3%
37,996
-36.1%
0.75%
-37.3%
Q4 2013$6,537,000
+6.9%
59,458
-0.4%
1.20%
-7.6%
Q3 2013$6,116,000
+35.9%
59,677
+24.2%
1.29%
+22.1%
Q2 2013$4,502,00048,0391.06%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2013
NameSharesValueWeighting ↓
Aufman Associates Inc 161,884$23,590,00026.77%
Chandler Asset Management, Inc. 294,740$42,950,00018.69%
Water Oak Advisors LLC 124,171$18,094,00018.46%
McCarthy Grittinger Financial Group, LLC 163,716$23,856,69614.15%
Acorns Advisers, LLC 2,390,400$348,329,00013.45%
BLUESTEM FINANCIAL ADVISORS, LLC 98,732$14,387,00013.16%
Emerson Wealth, LLC 119,166$17,365,00012.28%
Unified Trust Company, N.A. 101,312$14,763,00011.11%
Heartwood Wealth Advisors LLC 367,893$53,609,00010.61%
VISTA CAPITAL PARTNERS, INC. 363,565$52,979,00010.32%
View complete list of VANGUARD INDEX FDS shareholders