Geller Advisors LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,100 filers reported holding VANGUARD INDEX FDS in Q3 2020. The put-call ratio across all filers is 0.64 and the average weighting 0.8%.

Quarter-by-quarter ownership
Geller Advisors LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q4 2021$396,000
-51.6%
1,754
-53.1%
0.08%
-56.7%
Q3 2021$818,000
+81.4%
3,742
+87.1%
0.18%
+81.6%
Q2 2021$451,000
+5.4%
2,0000.0%0.10%
-3.0%
Q1 2021$428,000
+10.0%
2,0000.0%0.10%
+3.1%
Q4 2020$389,000
+26.3%
2,0000.0%0.10%
+11.4%
Q3 2020$308,000
+3.7%
2,000
-2.0%
0.09%
-2.2%
Q2 2020$297,000
+26.4%
2,0400.0%0.09%
+32.4%
Q1 2020$235,000
-30.5%
2,0400.0%0.07%
-34.6%
Q4 2019$338,000
+9.7%
2,040
+2.0%
0.10%
-7.1%
Q3 2019$308,000
-13.5%
2,000
-37.8%
0.11%
-44.3%
Q3 2014$356,0003,2180.20%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2020
NameSharesValueWeighting ↓
Centered Wealth LLC dba Miller Equity Capital Advisors 222,168$40,776,62326.46%
Aufman Associates Inc 149,369$27,415,15825.34%
Investments & Financial Planning, LLC 96,867$17,778,90317.42%
MBE Wealth Management, LLC 139,195$25,547,88416.49%
Chandler Asset Management, Inc. 309,915$52,96815.26%
Scott Capital Advisors, LLC 121,434$22,287,99912.63%
Brown Financial Advisory 66,496$12,204,75612.59%
Whelan Financial 111,378$20,442,28112.34%
BLUESTEM FINANCIAL ADVISORS, LLC 101,561$18,640,50212.26%
McCarthy Grittinger Financial Group, LLC 159,978$29,362,45112.04%
View complete list of VANGUARD INDEX FDS shareholders