ELM ADVISORS, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,621 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.31 and the average weighting 0.9%.

Quarter-by-quarter ownership
ELM ADVISORS, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q1 2022$3,275,000
-55.6%
15,412
-52.8%
4.42%
+7.8%
Q4 2021$7,379,000
+0.5%
32,647
-2.7%
4.10%
-6.6%
Q3 2021$7,340,000
-4.4%
33,565
-1.5%
4.39%
-2.3%
Q2 2021$7,680,000
+3.6%
34,089
-1.6%
4.50%
-2.5%
Q1 2021$7,414,000
+2.3%
34,632
-7.0%
4.61%
+4.2%
Q4 2020$7,250,000
+12.2%
37,241
-11.4%
4.43%
-0.5%
Q3 2020$6,461,000
+3.7%
42,012
-1.7%
4.45%
+1.3%
Q2 2020$6,230,000
+24.4%
42,754
-1.4%
4.39%
+7.1%
Q1 2020$5,008,000
-27.8%
43,379
+3.6%
4.10%
-6.2%
Q4 2019$6,938,000
+7.1%
41,885
-0.5%
4.37%
-0.8%
Q3 2019$6,480,000
-0.9%
42,108
+0.9%
4.41%
-1.3%
Q2 2019$6,540,000
+2.6%
41,748
+0.1%
4.46%
-0.2%
Q1 2019$6,375,000
+16.5%
41,723
+0.6%
4.47%
+1.3%
Q4 2018$5,473,000
-16.4%
41,466
+2.9%
4.42%
+0.8%
Q3 2018$6,550,000
+0.0%
40,286
-4.2%
4.38%
-12.8%
Q2 2018$6,549,000
+2.5%
42,068
-3.3%
5.02%
+1.7%
Q1 2018$6,390,000
-3.3%
43,496
-2.7%
4.94%
+0.2%
Q4 2017$6,607,000
+3.1%
44,704
-1.4%
4.93%
-2.8%
Q3 2017$6,407,000
+2.9%
45,339
-1.3%
5.07%
-0.5%
Q2 2017$6,228,000
+1.8%
45,949
+0.1%
5.10%
-0.3%
Q1 2017$6,120,000
+4.8%
45,915
+1.4%
5.11%
-2.8%
Q4 2016$5,842,000
+5.2%
45,300
-0.3%
5.26%
+2.1%
Q3 2016$5,553,000
+5.0%
45,450
-0.6%
5.15%
+2.5%
Q2 2016$5,287,000
+2.1%
45,705
-1.6%
5.02%
+0.2%
Q1 2016$5,178,000
+7.7%
46,440
+6.9%
5.02%
+5.8%
Q4 2015$4,807,000
+3.3%
43,445
+0.8%
4.74%
-1.7%
Q3 2015$4,652,000
-11.8%
43,095
-0.7%
4.82%
-2.8%
Q2 2015$5,274,000
-0.8%
43,420
+0.1%
4.96%
+1.0%
Q1 2015$5,315,000
+3.9%
43,370
-1.1%
4.91%
+5.1%
Q4 2014$5,116,000
+5.5%
43,8500.0%4.67%
+1.6%
Q3 2014$4,851,000
-4.7%
43,850
+0.9%
4.60%
-3.2%
Q2 2014$5,088,000
+2.5%
43,445
-1.2%
4.75%
-0.9%
Q1 2014$4,966,000
+1.7%
43,970
-1.0%
4.79%
+1.2%
Q4 2013$4,885,00044,4304.73%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
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