Lee Financial Co - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 46 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.0%.

Quarter-by-quarter ownership
Lee Financial Co ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,441,281
-9.5%
7,623
-4.8%
0.27%
-3.6%
Q2 2023$1,591,916
-32.7%
8,004
-35.8%
0.28%
-31.3%
Q1 2023$2,364,382
-0.0%
12,473
-3.2%
0.41%
+0.7%
Q4 2022$2,364,729
+12.6%
12,884
+4.8%
0.40%
+2.5%
Q3 2022$2,101,000
-2.6%
12,292
+0.4%
0.39%
-0.8%
Q2 2022$2,156,000
+53800.0%
12,242
+61110.0%
0.40%
+39500.0%
Q1 2022$4,000
-20.0%
200.0%0.00%0.0%
Q4 2021$5,000
+25.0%
200.0%0.00%0.0%
Q3 2021$4,000
-20.0%
200.0%0.00%0.0%
Q2 2021$5,000
+25.0%
200.0%0.00%0.0%
Q1 2021$4,000
-42.9%
20
-66.1%
0.00%
-50.0%
Q1 2020$7,000
-30.0%
590.0%0.00%0.0%
Q4 2019$10,000
+11.1%
590.0%0.00%0.0%
Q3 2019$9,000
-96.0%
59
-95.9%
0.00%
-96.1%
Q2 2019$226,000
+0.9%
1,440
-1.7%
0.05%
-1.9%
Q1 2019$224,000
+19.1%
1,465
+2.7%
0.05%
+4.0%
Q4 2018$188,000
-19.0%
1,4260.0%0.05%
-12.3%
Q3 2018$232,000
+4.5%
1,4260.0%0.06%
+9.6%
Q2 2018$222,000
+5.7%
1,4260.0%0.05%
-1.9%
Q1 2018$210,000
+2900.0%
1,426
+3068.9%
0.05%
+2550.0%
Q4 2017$7,000
+16.7%
450.0%0.00%0.0%
Q3 2017$6,0000.0%450.0%0.00%0.0%
Q2 2017$6,0000.0%450.0%0.00%0.0%
Q1 2017$6,0000.0%450.0%0.00%
-33.3%
Q4 2016$6,000450.00%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 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