Montecito Bank & Trust - VANGUARD INDEX FDS ownership

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
Montecito Bank & Trust ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q4 2023$514,765
+12.8%
2,4130.0%0.11%
+3.7%
Q3 2023$456,226
-4.9%
2,4130.0%0.11%
-1.8%
Q2 2023$479,922
+3.4%
2,413
-1.4%
0.11%
-1.8%
Q1 2023$464,043
+103250.3%
2,4480.0%0.11%
+1.8%
Q4 2022$449
-99.9%
2,448
-0.2%
0.11%0.0%
Q3 2022$419,000
-49.0%
2,454
-47.4%
0.11%
-44.1%
Q2 2022$821,000
+42.3%
4,664
+71.8%
0.20%
+80.6%
Q1 2022$577,000
+41.4%
2,714
+50.4%
0.11%
+50.0%
Q4 2021$408,000
+31.2%
1,804
+26.7%
0.07%
+20.0%
Q3 2021$311,000
-3.1%
1,4240.0%0.06%
-3.2%
Q2 2021$321,000
+5.2%
1,4240.0%0.06%
-1.6%
Q1 2021$305,000
+3.4%
1,424
-5.9%
0.06%
-3.1%
Q4 2020$295,000
+27.2%
1,514
+0.5%
0.06%
+10.2%
Q3 2020$232,000
+2.2%
1,506
-3.2%
0.06%
-4.8%
Q2 2020$227,000
-5.0%
1,556
-24.8%
0.06%
-20.5%
Q1 2020$239,000
-28.7%
2,070
+2.5%
0.08%
-13.3%
Q4 2019$335,000
+20.5%
2,019
+11.5%
0.09%
+8.4%
Q3 2019$278,000
-7.3%
1,810
-5.5%
0.08%
-8.8%
Q2 2019$300,0000.0%1,916
-2.6%
0.09%
-1.1%
Q1 2019$300,000
+18.1%
1,968
+2.6%
0.09%
+4.5%
Q4 2018$254,000
-18.6%
1,9180.0%0.09%
-5.4%
Q3 2018$312,000
+4.3%
1,9180.0%0.09%
-3.1%
Q2 2018$299,000
+14.1%
1,918
+7.8%
0.10%
+11.6%
Q1 2018$262,000
-0.4%
1,7800.0%0.09%
+22.9%
Q4 2017$263,000
+4.8%
1,7800.0%0.07%
-19.5%
Q3 2017$251,000
+4.1%
1,7800.0%0.09%0.0%
Q2 2017$241,000
+1.3%
1,7800.0%0.09%0.0%
Q1 2017$238,000
+3.9%
1,7800.0%0.09%
+8.8%
Q4 2016$229,000
+5.0%
1,7800.0%0.08%
-11.1%
Q3 2016$218,000
+6.3%
1,780
+0.7%
0.09%
+3.4%
Q2 2016$205,000
-0.5%
1,768
-4.5%
0.09%
-6.5%
Q1 2016$206,000
-82.3%
1,851
-82.5%
0.09%
-83.1%
Q4 2015$1,167,000
-1.9%
10,551
-4.2%
0.55%
-16.2%
Q3 2015$1,189,000
-58.3%
11,010
-52.7%
0.66%
-53.7%
Q2 2015$2,852,0000.0%23,2630.0%1.42%0.0%
Q1 2015$2,852,000
+24.8%
23,263
+18.7%
1.42%
+17.9%
Q4 2014$2,285,000
+85.5%
19,590
+75.9%
1.20%
+60.8%
Q3 2014$1,232,000
-9.2%
11,134
-3.9%
0.75%
-8.9%
Q2 2014$1,357,000
+3.9%
11,584
+0.2%
0.82%
-0.2%
Q1 2014$1,306,000
+3.2%
11,564
+0.5%
0.82%
+4.2%
Q4 2013$1,265,000
-0.6%
11,501
-7.4%
0.79%
-7.1%
Q3 2013$1,273,000
+3.2%
12,423
-5.7%
0.85%
+2.0%
Q2 2013$1,234,00013,1710.83%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2023
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