VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 440 filers reported holding VANGUARD INDEX FDS in Q1 2015. The put-call ratio across all filers is 0.72 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $382,300 | +39.5% | 2,022 | +46.7% | 0.05% | +46.9% |
Q2 2023 | $274,070 | +34.5% | 1,378 | +28.2% | 0.03% | +28.0% |
Q1 2023 | $203,777 | -74.8% | 1,075 | -79.2% | 0.02% | -84.5% |
Q2 2019 | $808,000 | +2.5% | 5,158 | 0.0% | 0.16% | -3.0% |
Q1 2019 | $788,000 | -5.4% | 5,158 | -18.2% | 0.17% | -19.4% |
Q4 2018 | $833,000 | -20.1% | 6,308 | -1.7% | 0.21% | -9.6% |
Q3 2018 | $1,043,000 | -3.2% | 6,416 | -7.2% | 0.23% | -10.2% |
Q2 2018 | $1,077,000 | +8.5% | 6,916 | +2.3% | 0.25% | +2.4% |
Q1 2018 | $993,000 | -4.3% | 6,758 | -3.8% | 0.25% | -5.0% |
Q4 2017 | $1,038,000 | +1.8% | 7,025 | -2.7% | 0.26% | -4.4% |
Q3 2017 | $1,020,000 | +4.5% | 7,220 | +0.3% | 0.27% | +0.7% |
Q2 2017 | $976,000 | +1.7% | 7,200 | 0.0% | 0.27% | -3.2% |
Q1 2017 | $960,000 | -9.2% | 7,200 | -12.2% | 0.28% | -14.1% |
Q4 2016 | $1,057,000 | +5.5% | 8,200 | 0.0% | 0.33% | +4.2% |
Q3 2016 | $1,002,000 | +5.6% | 8,200 | 0.0% | 0.31% | +5.4% |
Q2 2016 | $949,000 | -20.5% | 8,200 | -23.4% | 0.30% | -22.9% |
Q1 2016 | $1,193,000 | +0.8% | 10,700 | 0.0% | 0.38% | -3.3% |
Q4 2015 | $1,184,000 | +3.7% | 10,700 | +1.1% | 0.40% | -1.2% |
Q3 2015 | $1,142,000 | -10.8% | 10,580 | +0.4% | 0.40% | -7.8% |
Q2 2015 | $1,280,000 | -0.5% | 10,540 | +0.4% | 0.44% | +0.7% |
Q1 2015 | $1,287,000 | +5.1% | 10,500 | 0.0% | 0.43% | +2.8% |
Q4 2014 | $1,225,000 | +10.8% | 10,500 | +5.0% | 0.42% | +1.0% |
Q3 2014 | $1,106,000 | -5.6% | 10,000 | 0.0% | 0.42% | -6.3% |
Q2 2014 | $1,171,000 | -3.5% | 10,000 | -7.0% | 0.45% | -7.1% |
Q1 2014 | $1,214,000 | +5.2% | 10,750 | +2.4% | 0.48% | +3.7% |
Q4 2013 | $1,154,000 | +7.2% | 10,500 | 0.0% | 0.46% | -1.5% |
Q3 2013 | $1,076,000 | -16.8% | 10,500 | -23.9% | 0.47% | -22.2% |
Q2 2013 | $1,293,000 | – | 13,800 | – | 0.60% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Centered Wealth LLC dba Miller Equity Capital Advisors | 222,168 | $40,776,623 | 26.46% |
Aufman Associates Inc | 149,369 | $27,415,158 | 25.34% |
Investments & Financial Planning, LLC | 96,867 | $17,778,903 | 17.42% |
MBE Wealth Management, LLC | 139,195 | $25,547,884 | 16.49% |
Chandler Asset Management, Inc. | 309,915 | $52,968 | 15.26% |
Scott Capital Advisors, LLC | 121,434 | $22,287,999 | 12.63% |
Brown Financial Advisory | 66,496 | $12,204,756 | 12.59% |
Whelan Financial | 111,378 | $20,442,281 | 12.34% |
BLUESTEM FINANCIAL ADVISORS, LLC | 101,561 | $18,640,502 | 12.26% |
McCarthy Grittinger Financial Group, LLC | 159,978 | $29,362,451 | 12.04% |