B. Riley Wealth Advisors, Inc. - 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
B. Riley Wealth Advisors, Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$14,491,813
+8.7%
76,648
+14.3%
0.39%
+31.1%
Q2 2023$13,334,508
-8.5%
67,044
-12.8%
0.30%
-22.9%
Q1 2023$14,574,702
+10.6%
76,887
+7.1%
0.39%
+5.1%
Q4 2022$13,176,649
+27.9%
71,791
+19.1%
0.37%
+18.6%
Q3 2022$10,303,000
+109.6%
60,277
+116.0%
0.31%
+50.2%
Q2 2022$4,916,000
-17.4%
27,908
-0.3%
0.21%
+6.2%
Q1 2022$5,951,000
-37.9%
27,996
-33.9%
0.20%
-29.3%
Q4 2021$9,577,000
+1.4%
42,370
-1.8%
0.28%
-8.3%
Q3 2021$9,449,000
-0.1%
43,162
+2.6%
0.30%
-2.0%
Q2 2021$9,462,000
+14.8%
42,061
+8.9%
0.31%
+5.1%
Q1 2021$8,245,000
+13.8%
38,622
+3.8%
0.29%
-24.5%
Q4 2020$7,242,000
-42.8%
37,200
-55.1%
0.39%
-42.6%
Q3 2020$12,650,000
+20.8%
82,852
+15.3%
0.67%
-3.7%
Q2 2020$10,475,000
+22.4%
71,874
-3.1%
0.70%
-4.2%
Q1 2020$8,561,000
+77.8%
74,157
+155.1%
0.73%
+78.3%
Q4 2019$4,816,000
+13.5%
29,066
+5.4%
0.41%
-1.9%
Q3 2019$4,244,000
+1.3%
27,575
+3.2%
0.42%
-8.9%
Q2 2019$4,188,000
+10.2%
26,731
+7.4%
0.46%
-3.4%
Q1 2019$3,802,000
+15.8%
24,882
+0.1%
0.48%
+1.7%
Q4 2018$3,283,000
-17.4%
24,863
+1.8%
0.47%
-1.3%
Q3 2018$3,973,000
+18.2%
24,430
+13.2%
0.47%
+6.5%
Q2 2018$3,361,000
+10.2%
21,583
+4.0%
0.44%
+4.0%
Q1 2018$3,051,000
+5.6%
20,757
+6.2%
0.43%
+9.5%
Q4 2017$2,889,000
+39.1%
19,543
+33.0%
0.39%
+13.0%
Q3 2017$2,077,000
+70.2%
14,694
+63.3%
0.34%
+56.1%
Q2 2017$1,220,000
+6.6%
8,997
+4.9%
0.22%
-3.1%
Q1 2017$1,144,000
+9.9%
8,576
+6.3%
0.23%
+7.5%
Q4 2016$1,041,000
-38.1%
8,066
-41.4%
0.21%
-35.8%
Q3 2016$1,682,000
+6.1%
13,760
+0.4%
0.33%
+4.1%
Q2 2016$1,585,000
+12.7%
13,700
+8.6%
0.32%
-2.5%
Q1 2016$1,406,000
+13.3%
12,619
+12.6%
0.32%
+29.5%
Q4 2015$1,241,000
+77.0%
11,206
+72.9%
0.25%
+49.4%
Q3 2015$701,000
-15.1%
6,482
-4.6%
0.17%
-18.0%
Q2 2015$826,000
-0.1%
6,792
+0.6%
0.20%
+1.5%
Q1 2015$827,000
+3.9%
6,752
-1.1%
0.20%
+1088.2%
Q4 2014$796,000
-48.4%
6,827
-51.0%
0.02%
-92.8%
Q3 2014$1,542,000
-99.8%
13,932
-8.2%
0.24%
+12.4%
Q2 2014$888,494,000
+103696.0%
15,176
+100.3%
0.21%
-19.3%
Q1 2014$856,000
+3.0%
7,577
+0.2%
0.26%
-2.3%
Q4 2013$831,000
+2.7%
7,562
-4.2%
0.26%
-4.3%
Q3 2013$809,000
+9.9%
7,891
+0.4%
0.28%
+10.8%
Q2 2013$736,0007,8560.25%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Centered Wealth LLC dba Miller Equity Capital Advisors 270,794$53,858,11927.31%
Aufman Associates Inc 147,943$29,424,40424.27%
Investments & Financial Planning, LLC 107,417$21,364,11418.50%
MBE Wealth Management, LLC 148,264$29,488,32515.85%
Whelan Financial 125,604$24,981,37513.06%
Family Investment Center, Inc. 99,242$19,738,14812.63%
BLUESTEM FINANCIAL ADVISORS, LLC 103,586$20,602,25812.46%
McCarthy Grittinger Financial Group, LLC 158,607$31,545,34212.20%
BCK Partners, Inc. 96,331$19,159,17311.98%
Brown Financial Advisory 71,177$14,156,48111.55%
View complete list of VANGUARD INDEX FDS shareholders