Ballentine Partners, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 378 filers reported holding VANGUARD INDEX FDS in Q2 2014. The put-call ratio across all filers is 1.00 and the average weighting 0.7%.

Quarter-by-quarter ownership
Ballentine Partners, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$8,980,636
-4.9%
47,4990.0%0.21%
-2.8%
Q2 2023$9,447,076
+32.5%
47,499
+26.3%
0.22%
+21.2%
Q1 2023$7,127,266
+2.8%
37,599
-0.4%
0.18%
-13.1%
Q4 2022$6,931,388
+7.4%
37,7650.0%0.21%
-7.6%
Q3 2022$6,454,000
-3.0%
37,7650.0%0.22%
-5.1%
Q2 2022$6,651,000
-17.1%
37,7650.0%0.24%
-6.4%
Q1 2022$8,026,000
-6.0%
37,7650.0%0.25%
-1.6%
Q4 2021$8,535,000
+3.4%
37,7650.0%0.26%
-8.9%
Q3 2021$8,258,000
-2.9%
37,7650.0%0.28%
-4.8%
Q2 2021$8,508,000
+3.0%
37,765
-2.1%
0.29%
-3.9%
Q1 2021$8,257,000
+8.0%
38,569
-1.8%
0.31%
+1.0%
Q4 2020$7,647,000
+26.6%
39,2820.0%0.30%
+13.5%
Q3 2020$6,042,000
+5.4%
39,282
-0.2%
0.27%
-2.6%
Q2 2020$5,734,000
+20.3%
39,350
-4.7%
0.27%
-1.1%
Q1 2020$4,766,000
-30.7%
41,283
-0.5%
0.28%
-11.2%
Q4 2019$6,875,000
+2.7%
41,505
-4.6%
0.31%
-1.0%
Q3 2019$6,696,000
-3.8%
43,514
-2.1%
0.32%
-5.7%
Q2 2019$6,964,000
-8.9%
44,453
-11.2%
0.33%
-16.1%
Q1 2019$7,646,000
+2.2%
50,041
-11.7%
0.40%
-7.9%
Q4 2018$7,482,000
-26.8%
56,689
-9.8%
0.43%
-19.1%
Q3 2018$10,218,000
+2.1%
62,851
-2.2%
0.53%
-3.8%
Q2 2018$10,004,000
+6.0%
64,261
+0.0%
0.56%
+4.7%
Q1 2018$9,439,000
-3.0%
64,249
-2.4%
0.53%
-0.2%
Q4 2017$9,726,000
+2.9%
65,810
-1.6%
0.53%
+1.7%
Q3 2017$9,455,000
+0.9%
66,909
-0.6%
0.52%
-23.7%
Q2 2017$9,375,000
+20.6%
67,323
+15.4%
0.68%
+23.9%
Q1 2017$7,775,000
+3.7%
58,338
+0.3%
0.55%
-4.7%
Q4 2016$7,497,000
+5.5%
58,1360.0%0.58%
+0.3%
Q3 2016$7,103,000
+5.6%
58,1360.0%0.58%
+1.8%
Q2 2016$6,725,000
+3.7%
58,1360.0%0.57%
-0.5%
Q1 2016$6,482,000
-1.1%
58,136
-1.9%
0.57%
-10.8%
Q4 2015$6,556,000
+1.2%
59,256
-1.2%
0.64%
-6.0%
Q3 2015$6,477,000
-11.5%
60,001
-0.4%
0.68%
-4.5%
Q2 2015$7,315,000
-1.0%
60,221
-0.2%
0.71%
-1.9%
Q1 2015$7,392,000
+4.8%
60,315
-0.3%
0.73%
-10.9%
Q4 2014$7,056,000
+3.5%
60,485
-1.8%
0.82%
+0.9%
Q3 2014$6,815,000
-7.3%
61,599
-1.8%
0.81%
-7.1%
Q2 2014$7,350,000
-11.0%
62,760
-14.1%
0.87%
-9.9%
Q1 2014$8,255,000
-17.8%
73,082
-20.0%
0.97%
-14.4%
Q4 2013$10,042,000
+2.0%
91,328
-5.0%
1.13%
-6.6%
Q3 2013$9,848,000
+11.2%
96,089
+1.7%
1.21%
+1.4%
Q2 2013$8,857,00094,5141.19%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2014
NameSharesValueWeighting ↓
Trinity Financial Advisors LLC 214,530$45,776,00030.62%
Aufman Associates Inc 142,058$31,064,00025.55%
Chandler Asset Management, Inc. 284,345$62,178,00016.28%
MBE Wealth Management, LLC 122,106$26,701,00013.60%
Emerson Wealth, LLC 109,619$23,970,00013.36%
BLUESTEM FINANCIAL ADVISORS, LLC 90,893$19,876,00012.99%
McCarthy Grittinger Financial Group, LLC 151,364$33,098,74212.73%
BCK Partners, Inc. 88,920$19,444,00012.35%
Ellenbecker Investment Group 155,596$34,024,00010.64%
Whelan Financial 51,149$11,185,00010.22%
View complete list of VANGUARD INDEX FDS shareholders