FORVIS Wealth Advisors, LLC - 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
FORVIS Wealth Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$29,606,553
+2.2%
156,590
+7.5%
0.89%
+5.2%
Q2 2023$28,981,718
+12.1%
145,717
+6.9%
0.85%
+0.4%
Q1 2023$25,850,621
+24.5%
136,371
+20.5%
0.85%
+16.5%
Q4 2022$20,765,880
+27.8%
113,140
+19.0%
0.73%
+10.7%
Q3 2022$16,248,000
+15.8%
95,064
+19.3%
0.66%
+15.5%
Q2 2022$14,029,000
-36.7%
79,661
-23.6%
0.57%
-39.5%
Q1 2022$22,156,000
-1.4%
104,255
+4.9%
0.94%
-0.6%
Q4 2021$22,469,000
+7.0%
99,418
+3.5%
0.94%
-2.1%
Q3 2021$20,998,000
+6.9%
96,027
+10.1%
0.96%
+5.6%
Q2 2021$19,646,000
+20.6%
87,206
+14.6%
0.91%
+13.0%
Q1 2021$16,286,000
+18.7%
76,072
+8.0%
0.81%
+17.8%
Q4 2020$13,717,000
+45.0%
70,461
+14.5%
0.69%
+24.7%
Q3 2020$9,462,000
+62.2%
61,519
+53.6%
0.55%
+45.8%
Q2 2020$5,835,000
+693.9%
40,041
+529.3%
0.38%
+530.0%
Q1 2020$735,000
-37.4%
6,363
-10.3%
0.06%
-29.4%
Q4 2019$1,175,000
+0.7%
7,093
-6.5%
0.08%
-8.6%
Q3 2019$1,167,000
+16.9%
7,586
+19.1%
0.09%
+14.8%
Q2 2019$998,000
-11.5%
6,371
-13.7%
0.08%
-13.8%
Q1 2019$1,128,000
+4.8%
7,381
-9.5%
0.09%
-14.5%
Q4 2018$1,076,000
-22.3%
8,152
-4.3%
0.11%
-9.1%
Q3 2018$1,385,000
+3.8%
8,518
-0.6%
0.12%
-6.9%
Q2 2018$1,334,000
-4.9%
8,568
-10.3%
0.13%
-7.8%
Q1 2018$1,403,000
-51.6%
9,550
-51.3%
0.14%
-51.4%
Q4 2017$2,897,000
+4.7%
19,599
+0.1%
0.29%
-4.6%
Q3 2017$2,767,000
+6.1%
19,583
+1.8%
0.30%
+2.7%
Q2 2017$2,608,000
+1.4%
19,243
-0.3%
0.30%
-5.7%
Q1 2017$2,572,000
+78.5%
19,295
+72.7%
0.31%
+67.0%
Q4 2016$1,441,000
+5.0%
11,175
-0.6%
0.19%
-1.6%
Q3 2016$1,373,000
+6.4%
11,239
+0.7%
0.19%
-0.5%
Q2 2016$1,291,000
+3.8%
11,1590.0%0.19%
-3.5%
Q1 2016$1,244,000
-1.9%
11,159
-2.6%
0.20%
+4.2%
Q4 2015$1,268,000
-12.3%
11,457
-14.5%
0.19%
-25.1%
Q3 2015$1,446,000
-15.9%
13,399
-5.4%
0.26%
-1.2%
Q2 2015$1,720,000
-17.8%
14,158
-17.1%
0.26%
-14.9%
Q1 2015$2,092,000
+29.1%
17,069
+22.9%
0.30%
+14.3%
Q4 2014$1,620,000
+47.0%
13,886
+39.4%
0.26%
+39.5%
Q3 2014$1,102,000
-5.6%
9,9600.0%0.19%
-4.5%
Q2 2014$1,167,000
+3.8%
9,9600.0%0.20%0.0%
Q1 2014$1,124,000
-3.2%
9,960
-5.7%
0.20%
-7.4%
Q4 2013$1,161,000
-10.7%
10,560
-16.8%
0.22%
-19.5%
Q3 2013$1,300,00012,6850.27%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2022
NameSharesValueWeighting ↓
Centered Wealth LLC dba Miller Equity Capital Advisors 270,794$53,858,11927.31%
Aufman Associates Inc 147,943$29,424,40424.27%
Investments & Financial Planning, LLC 107,417$21,364,11418.50%
MBE Wealth Management, LLC 148,264$29,488,32515.85%
Whelan Financial 125,604$24,981,37513.06%
Family Investment Center, Inc. 99,242$19,738,14812.63%
BLUESTEM FINANCIAL ADVISORS, LLC 103,586$20,602,25812.46%
McCarthy Grittinger Financial Group, LLC 158,607$31,545,34212.20%
BCK Partners, Inc. 96,331$19,159,17311.98%
Brown Financial Advisory 71,177$14,156,48111.55%
View complete list of VANGUARD INDEX FDS shareholders