Twele Capital Management, Inc. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,567 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 0.86 and the average weighting 0.9%.

Quarter-by-quarter ownership
Twele Capital Management, Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$12,151,718
-1.4%
64,271
+3.7%
2.08%
+4.9%
Q2 2023$12,328,595
+30.9%
61,987
+24.8%
1.99%
+29.1%
Q1 2023$9,415,067
+13.1%
49,668
+9.5%
1.54%
+12.6%
Q4 2022$8,327,944
+7.5%
45,374
+0.1%
1.37%
+2.2%
Q3 2022$7,744,000
+0.5%
45,309
+3.6%
1.34%
+10.3%
Q2 2022$7,702,000
-15.9%
43,733
+1.5%
1.21%
-2.2%
Q1 2022$9,155,000
+8.5%
43,080
+15.4%
1.24%
+16.3%
Q4 2021$8,437,000
+8.0%
37,328
+4.5%
1.07%
+3.7%
Q3 2021$7,810,000
+6.7%
35,716
+9.9%
1.03%
-9.5%
Q2 2021$7,321,000
+8.2%
32,497
+2.8%
1.14%
+4.9%
Q1 2021$6,766,000
-9.3%
31,604
-17.5%
1.08%
-19.0%
Q4 2020$7,459,000
+1.3%
38,316
-20.0%
1.34%
-6.4%
Q3 2020$7,366,000
+3.7%
47,895
-1.7%
1.43%
+0.6%
Q2 2020$7,103,000
+3.9%
48,746
-17.7%
1.42%
-5.1%
Q1 2020$6,835,000
-25.4%
59,206
+7.1%
1.50%
-12.7%
Q4 2019$9,159,000
+6.1%
55,293
-1.5%
1.71%
+0.5%
Q3 2019$8,635,000
-4.2%
56,110
-2.4%
1.70%
-5.6%
Q2 2019$9,009,000
+41.6%
57,506
+38.1%
1.81%
+29.5%
Q1 2019$6,361,000
+16.4%
41,632
+0.6%
1.40%
+10.0%
Q4 2018$5,464,000
-16.8%
41,397
+2.4%
1.27%
-15.3%
Q3 2018$6,570,000
-20.4%
40,410
-23.8%
1.50%
-22.0%
Q2 2018$8,257,000
-30.9%
53,043
-34.8%
1.92%
-30.6%
Q1 2018$11,951,000
-4.5%
81,343
-3.9%
2.76%
-3.3%
Q4 2017$12,510,000
+4.7%
84,643
+0.1%
2.86%
-0.2%
Q3 2017$11,953,000
+4.6%
84,583
+0.3%
2.86%
+0.6%
Q2 2017$11,425,000
-3.2%
84,291
-4.8%
2.85%
-6.6%
Q1 2017$11,797,000
-30.5%
88,515
-32.8%
3.05%
-32.8%
Q4 2016$16,986,000
-4.2%
131,719
-9.2%
4.54%
-5.1%
Q3 2016$17,723,000
+1.6%
145,057
-3.8%
4.78%
-1.5%
Q2 2016$17,445,000
+3.7%
150,807
-0.0%
4.85%
+0.3%
Q1 2016$16,815,000
+28.2%
150,822
+27.2%
4.84%
+21.9%
Q4 2015$13,118,000
+2.1%
118,563
-0.4%
3.97%
+3.6%
Q3 2015$12,854,000
-3.3%
119,078
+8.8%
3.83%
+1.3%
Q2 2015$13,298,000
-0.9%
109,4750.0%3.78%
-0.6%
Q1 2015$13,417,000
+5.1%
109,475
+0.0%
3.80%
+3.0%
Q4 2014$12,770,000
+43.3%
109,463
+35.9%
3.69%
+39.0%
Q3 2014$8,914,000
-5.4%
80,576
+0.1%
2.66%
-5.3%
Q2 2014$9,424,000
+3.7%
80,4660.0%2.81%
+2.0%
Q1 2014$9,089,000
+60.0%
80,466
+55.7%
2.75%
+54.1%
Q4 2013$5,681,000
-47.0%
51,671
-50.6%
1.79%
-49.1%
Q3 2013$10,727,000
+9.4%
104,6610.0%3.51%
+3.9%
Q2 2013$9,808,000104,6613.38%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2022
NameSharesValueWeighting ↓
Aufman Associates Inc 161,884$23,590,00026.77%
Chandler Asset Management, Inc. 294,740$42,950,00018.69%
Water Oak Advisors LLC 124,171$18,094,00018.46%
McCarthy Grittinger Financial Group, LLC 163,716$23,856,69614.15%
Acorns Advisers, LLC 2,390,400$348,329,00013.45%
BLUESTEM FINANCIAL ADVISORS, LLC 98,732$14,387,00013.16%
Emerson Wealth, LLC 119,166$17,365,00012.28%
Unified Trust Company, N.A. 101,312$14,763,00011.11%
Heartwood Wealth Advisors LLC 367,893$53,609,00010.61%
VISTA CAPITAL PARTNERS, INC. 363,565$52,979,00010.32%
View complete list of VANGUARD INDEX FDS shareholders