TWIN FOCUS CAPITAL PARTNERS, 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
TWIN FOCUS CAPITAL PARTNERS, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,051,262
-4.6%
5,560
+0.3%
0.24%
+5.8%
Q2 2023$1,102,297
-0.2%
5,542
-4.9%
0.22%
+1.8%
Q1 2023$1,104,613
+3.7%
5,827
+0.4%
0.22%
-1.4%
Q4 2022$1,064,944
+12.5%
5,802
+4.7%
0.22%
-2.6%
Q3 2022$947,000
-5.5%
5,542
-2.6%
0.23%
+1.3%
Q2 2022$1,002,000
-17.2%
5,6920.0%0.22%
-4.3%
Q1 2022$1,210,000
-6.0%
5,6920.0%0.24%
-8.9%
Q4 2021$1,287,000
-1.4%
5,692
-4.6%
0.26%
-15.4%
Q3 2021$1,305,000
-2.9%
5,9670.0%0.30%
-1.9%
Q2 2021$1,344,000
+5.2%
5,9670.0%0.31%
-14.8%
Q1 2021$1,277,000
+9.9%
5,9670.0%0.36%
+2.5%
Q4 2020$1,162,000
+24.5%
5,967
-1.6%
0.36%
+4.7%
Q3 2020$933,000
+5.5%
6,0670.0%0.34%
-4.2%
Q2 2020$884,000
+134.5%
6,067
+85.7%
0.36%
+104.0%
Q1 2020$377,000
-30.3%
3,2670.0%0.17%0.0%
Q4 2019$541,000
-17.7%
3,267
-23.4%
0.17%
-32.8%
Q3 2019$657,000
-1.8%
4,2670.0%0.26%
-7.8%
Q2 2019$669,000
-21.9%
4,267
-23.9%
0.28%
-30.1%
Q1 2019$857,000
+15.8%
5,6070.0%0.40%
+21.5%
Q4 2018$740,000
-25.5%
5,607
-8.2%
0.33%
-35.4%
Q3 2018$993,000
+4.4%
6,1070.0%0.51%
+5.3%
Q2 2018$951,000
+15.0%
6,107
+8.4%
0.49%
+18.2%
Q1 2018$827,000
-0.6%
5,6320.0%0.41%
-2.6%
Q4 2017$832,000
+49.6%
5,632
+43.2%
0.42%
+46.5%
Q3 2017$556,000
+4.3%
3,9320.0%0.29%
-1.4%
Q2 2017$533,000
+27.8%
3,932
+25.5%
0.29%
+16.3%
Q1 2017$417,0003,1320.25%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
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