J.P. Morgan Private Wealth Advisors LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 831 filers reported holding VANGUARD INDEX FDS in Q2 2018. The put-call ratio across all filers is 1.38 and the average weighting 0.8%.

Quarter-by-quarter ownership
J.P. Morgan Private Wealth Advisors LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$62,977,784
-20.2%
333,092
-16.0%
0.18%
-56.1%
Q2 2023$78,872,988
-39.0%
396,566
-41.8%
0.41%
+49.6%
Q1 2023$129,260,395
+9.9%
681,897
+6.4%
0.27%
+4.2%
Q4 2022$117,597,198
+19.1%
640,717
+10.9%
0.26%
+1.9%
Q3 2022$98,771,000
+1.1%
577,915
+4.2%
0.26%
+3.2%
Q2 2022$97,670,000
-19.7%
554,596
-3.1%
0.25%
-4.9%
Q1 2022$121,637,000
-9.8%
572,358
-4.1%
0.26%
-9.3%
Q4 2021$134,838,000
+18.5%
596,603
+14.7%
0.29%
+4.3%
Q3 2021$113,772,000
+9.2%
520,291
+12.5%
0.28%
+3.0%
Q2 2021$104,189,000
+24.4%
462,487
+18.2%
0.27%
-0.4%
Q1 2021$83,775,000
+6.3%
391,325
-3.3%
0.27%
+6.3%
Q4 2020$78,794,000
+89.9%
404,738
+50.0%
0.26%
+57.4%
Q3 2020$41,500,000
+68.7%
269,830
+59.8%
0.16%
+44.6%
Q2 2020$24,600,000
-17.5%
168,820
-34.6%
0.11%
-33.7%
Q1 2020$29,806,000
-17.0%
258,190
+19.2%
0.17%
+3.7%
Q4 2019$35,891,000
+26.0%
216,681
+17.0%
0.16%
+10.1%
Q3 2019$28,496,000
+3.4%
185,171
+5.3%
0.15%
-2.0%
Q2 2019$27,560,000
-1.0%
175,921
-3.4%
0.15%
+4.1%
Q1 2019$27,837,000
+13.7%
182,182
-1.8%
0.14%
-2.7%
Q4 2018$24,488,000
+15.8%
185,531
+42.7%
0.15%
+44.7%
Q3 2018$21,138,000
+29.8%
130,019
+24.3%
0.10%
+13.2%
Q2 2018$16,283,000
+45.1%
104,597
+36.9%
0.09%
+19.7%
Q1 2018$11,223,000
-8.1%
76,392
-7.5%
0.08%
-5.0%
Q4 2017$12,210,000
+31.8%
82,620
+26.0%
0.08%
+19.4%
Q3 2017$9,264,000
+3.7%
65,551
-0.5%
0.07%
-1.5%
Q2 2017$8,930,000
+1.5%
65,885
-0.2%
0.07%0.0%
Q1 2017$8,797,000
-45.4%
66,008
-47.2%
0.07%
-51.4%
Q4 2016$16,108,000
+52.6%
124,910
+44.6%
0.14%
+42.9%
Q3 2016$10,553,000
+10.3%
86,377
+4.4%
0.10%
+5.4%
Q2 2016$9,567,000
+55.1%
82,701
+49.4%
0.09%
+57.6%
Q1 2016$6,170,000
-7.5%
55,341
-8.1%
0.06%
-13.2%
Q4 2015$6,667,000
+22.2%
60,251
+19.2%
0.07%
-1.4%
Q3 2015$5,457,000
-8.1%
50,558
+3.4%
0.07%
+1.5%
Q2 2015$5,941,000
+3.6%
48,912
+4.5%
0.07%
+4.6%
Q1 2015$5,737,000
+17.9%
46,805
+12.2%
0.06%
+12.1%
Q4 2014$4,867,000
+3.2%
41,715
-2.1%
0.06%
-4.9%
Q3 2014$4,714,000
-9.3%
42,614
-4.0%
0.06%
-30.7%
Q2 2014$5,200,000
+11.8%
44,402
+7.8%
0.09%
+3.5%
Q1 2014$4,651,000
-3.1%
41,182
-5.6%
0.08%
-11.5%
Q4 2013$4,798,000
+15.3%
43,642
+7.4%
0.10%
+2.1%
Q3 2013$4,163,000
+44.2%
40,619
+31.9%
0.09%
+32.4%
Q2 2013$2,887,00030,8060.07%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2018
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