Crestwood Advisors Group, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,621 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.31 and the average weighting 0.9%.

Quarter-by-quarter ownership
Crestwood Advisors Group, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$5,219,635
-5.4%
27,607
-0.5%
0.14%
-20.8%
Q2 2023$5,519,176
+5.4%
27,750
+0.4%
0.17%
-0.6%
Q1 2023$5,237,523
+5.1%
27,630
+1.7%
0.17%
+2.4%
Q4 2022$4,984,376
+4.8%
27,157
-2.4%
0.17%
+0.6%
Q3 2022$4,756,000
-2.8%
27,825
+0.2%
0.17%
+2.4%
Q2 2022$4,891,000
-18.5%
27,775
-1.7%
0.16%
-1.8%
Q1 2022$6,002,000
-8.1%
28,242
-2.3%
0.17%
-1.2%
Q4 2021$6,534,000
+4.9%
28,912
+1.5%
0.17%
-3.4%
Q3 2021$6,228,000
-3.6%
28,482
-0.7%
0.18%
-5.9%
Q2 2021$6,461,000
+4.8%
28,682
-0.4%
0.19%
-3.6%
Q1 2021$6,163,000
+16.2%
28,790
+5.6%
0.19%
+10.9%
Q4 2020$5,305,000
+24.2%
27,251
-1.9%
0.18%
+9.4%
Q3 2020$4,272,000
+5.5%
27,775
-0.1%
0.16%
-1.2%
Q2 2020$4,050,000
+28.2%
27,793
+1.5%
0.16%
+3.2%
Q1 2020$3,160,000
-35.9%
27,370
-8.0%
0.16%
-19.5%
Q4 2019$4,930,000
+9.3%
29,765
+1.5%
0.20%
-1.5%
Q3 2019$4,512,000
-0.2%
29,320
+1.6%
0.20%
-3.4%
Q2 2019$4,520,000
+680.7%
28,855
+660.9%
0.20%
+400.0%
Q1 2019$579,000
+15.6%
3,7920.0%0.04%
+2.5%
Q4 2018$501,000
-32.9%
3,792
-17.5%
0.04%
-23.1%
Q3 2018$747,000
+1.9%
4,5970.0%0.05%
-1.9%
Q2 2018$733,000
+1.8%
4,597
-6.2%
0.05%
-5.4%
Q1 2018$720,000
+10.9%
4,899
+11.6%
0.06%
+7.7%
Q4 2017$649,000
+206.1%
4,390
+192.9%
0.05%
+188.9%
Q3 2017$212,000
-0.9%
1,499
-3.9%
0.02%0.0%
Q2 2017$214,000
+82.9%
1,560
+79.5%
0.02%
+80.0%
Q1 2017$117,0008690.01%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Centered Wealth LLC dba Miller Equity Capital Advisors 258,800$49,058,03327.42%
Aufman Associates Inc 148,061$28,066,35423.89%
Investments & Financial Planning, LLC 103,364$19,593,70617.98%
MBE Wealth Management, LLC 140,161$26,568,89515.64%
Whelan Financial 122,311$23,185,25912.86%
Brown Financial Advisory 67,451$12,786,09512.31%
BLUESTEM FINANCIAL ADVISORS, LLC 103,905$19,696,30312.13%
Family Investment Center, Inc. 92,753$17,582,31212.08%
McCarthy Grittinger Financial Group, LLC 157,695$29,892,59111.85%
Chandler Asset Management, Inc. 262,837$49,823,32511.83%
View complete list of VANGUARD INDEX FDS shareholders