VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,594 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.20 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $611,452 | -7.4% | 3,234 | -2.6% | 0.07% | -2.8% |
Q2 2023 | $660,315 | +6.3% | 3,320 | +1.3% | 0.07% | 0.0% |
Q1 2023 | $620,999 | +3.3% | 3,276 | 0.0% | 0.07% | 0.0% |
Q4 2022 | $601,277 | +16.5% | 3,276 | +8.4% | 0.07% | +10.9% |
Q3 2022 | $516,000 | -3.4% | 3,022 | -0.3% | 0.06% | -3.0% |
Q2 2022 | $534,000 | -32.1% | 3,032 | -18.1% | 0.07% | -27.5% |
Q1 2022 | $787,000 | -6.0% | 3,704 | 0.0% | 0.09% | -2.2% |
Q4 2021 | $837,000 | +3.1% | 3,704 | -0.3% | 0.09% | -7.9% |
Q3 2021 | $812,000 | -95.4% | 3,714 | -95.3% | 0.10% | -95.3% |
Q2 2021 | $17,734,000 | +6.1% | 78,721 | +0.8% | 2.15% | -2.5% |
Q1 2021 | $16,721,000 | +12.4% | 78,104 | +2.2% | 2.21% | +5.4% |
Q4 2020 | $14,872,000 | +27.8% | 76,393 | +0.9% | 2.09% | +4.2% |
Q3 2020 | $11,640,000 | +5.7% | 75,680 | +0.1% | 2.01% | -12.5% |
Q2 2020 | $11,016,000 | +3876.9% | 75,595 | +3049.8% | 2.29% | +3131.0% |
Q1 2020 | $277,000 | -41.8% | 2,400 | -16.5% | 0.07% | -18.4% |
Q4 2019 | $476,000 | -95.3% | 2,875 | -95.6% | 0.09% | -95.7% |
Q2 2019 | $10,132,000 | +3.5% | 64,672 | +0.9% | 2.04% | -2.7% |
Q1 2019 | $9,794,000 | +8.7% | 64,094 | -6.1% | 2.10% | -15.7% |
Q4 2018 | $9,014,000 | -15.5% | 68,294 | +4.1% | 2.49% | +16.6% |
Q3 2018 | $10,662,000 | +3.6% | 65,579 | -0.8% | 2.13% | -5.0% |
Q2 2018 | $10,289,000 | +6.8% | 66,097 | +0.8% | 2.25% | +2.3% |
Q1 2018 | $9,632,000 | +3.6% | 65,558 | +4.2% | 2.20% | +2.0% |
Q4 2017 | $9,299,000 | +6.8% | 62,916 | +2.1% | 2.15% | -0.1% |
Q3 2017 | $8,708,000 | +8.0% | 61,620 | +3.6% | 2.16% | +0.9% |
Q2 2017 | $8,060,000 | +9.6% | 59,467 | +7.8% | 2.14% | +3.9% |
Q1 2017 | $7,355,000 | +3.1% | 55,187 | -0.2% | 2.06% | -5.5% |
Q4 2016 | $7,134,000 | +8.7% | 55,320 | -6.8% | 2.17% | -15.8% |
Q4 2015 | $6,564,000 | +11.4% | 59,325 | +8.7% | 2.58% | +2.0% |
Q3 2015 | $5,890,000 | +0.4% | 54,560 | +13.0% | 2.53% | +54.0% |
Q2 2015 | $5,867,000 | +1.0% | 48,300 | +1.9% | 1.64% | +3.0% |
Q1 2015 | $5,811,000 | +10.2% | 47,415 | +4.9% | 1.60% | +4.1% |
Q4 2014 | $5,272,000 | +16.4% | 45,195 | +10.4% | 1.53% | +16.7% |
Q3 2014 | $4,528,000 | +9.3% | 40,925 | +15.7% | 1.31% | +13.4% |
Q2 2014 | $4,144,000 | +15.3% | 35,385 | +11.2% | 1.16% | +6.1% |
Q1 2014 | $3,594,000 | +14.5% | 31,820 | +11.5% | 1.09% | +11.2% |
Q4 2013 | $3,139,000 | +15.2% | 28,545 | +7.4% | 0.98% | +1.4% |
Q3 2013 | $2,725,000 | – | 26,590 | – | 0.97% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Centered Wealth LLC dba Miller Equity Capital Advisors | 258,800 | $49,058,033 | 27.42% |
Aufman Associates Inc | 148,061 | $28,066,354 | 23.89% |
Investments & Financial Planning, LLC | 103,364 | $19,593,706 | 17.98% |
MBE Wealth Management, LLC | 140,161 | $26,568,895 | 15.64% |
Whelan Financial | 122,311 | $23,185,259 | 12.86% |
Brown Financial Advisory | 67,451 | $12,786,095 | 12.31% |
BLUESTEM FINANCIAL ADVISORS, LLC | 103,905 | $19,696,303 | 12.13% |
Family Investment Center, Inc. | 92,753 | $17,582,312 | 12.08% |
McCarthy Grittinger Financial Group, LLC | 157,695 | $29,892,591 | 11.85% |
Chandler Asset Management, Inc. | 262,837 | $49,823,325 | 11.83% |