Asset Dedication, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 859 filers reported holding VANGUARD INDEX FDS in Q3 2018. The put-call ratio across all filers is 0.63 and the average weighting 0.7%.

Quarter-by-quarter ownership
Asset Dedication, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$4,303,543
+95918.4%
19,737
+0.0%
0.30%
-11.0%
Q1 2024$4,482
+608.1%
19,731
+561.9%
0.34%
+556.9%
Q4 2023$633
+19.2%
2,981
+6.4%
0.05%
+13.3%
Q3 2023$531
-2.4%
2,803
+2.6%
0.04%
-2.2%
Q2 2023$544
+3.4%
2,732
-1.5%
0.05%
-6.1%
Q1 2023$526
-0.9%
2,774
-4.4%
0.05%
-9.3%
Q4 2022$531
-99.8%
2,901
+42.1%
0.05%
+42.1%
Q3 2022$349,000
-7.9%
2,041
+14.2%
0.04%
-9.5%
Q1 2022$379,000
+9.2%
1,787
+16.6%
0.04%0.0%
Q4 2021$347,000
+49.6%
1,532
+45.1%
0.04%
+35.5%
Q3 2021$232,000
+0.4%
1,056
+3.1%
0.03%
-8.8%
Q2 2021$231,000
+113.9%
1,024
+102.4%
0.03%
+41.7%
Q1 2021$108,000
-12.9%
506
-20.2%
0.02%
-4.0%
Q4 2020$124,000
+47.6%
634
+17.0%
0.02%
+31.6%
Q3 2020$84,000
+15.1%
542
+7.5%
0.02%
-5.0%
Q2 2020$73,000
-9.9%
504
-27.7%
0.02%
-16.7%
Q1 2020$81,000
-17.3%
697
+17.7%
0.02%
-14.3%
Q4 2019$98,000
+5.4%
592
-1.0%
0.03%
-9.7%
Q3 2019$93,000
-32.1%
598
-31.3%
0.03%
-29.5%
Q2 2019$137,000
+101.5%
870
+98.2%
0.04%
+83.3%
Q1 2019$68,000
+3.0%
439
-13.8%
0.02%
-11.1%
Q4 2018$66,000
-97.4%
509
-96.7%
0.03%
-97.1%
Q3 2018$2,502,000
+6.0%
15,381
+1.5%
0.94%
+16.6%
Q2 2018$2,360,000
+4040.4%
15,152
+3805.2%
0.81%
+2778.6%
Q1 2018$57,0000.0%3880.0%0.03%
+21.7%
Q4 2017$57,000
+5.6%
388
+0.3%
0.02%
-11.5%
Q3 2017$54,000
-35.7%
387
-37.5%
0.03%
-38.1%
Q2 2017$84,000
+115.4%
619
+110.5%
0.04%
+100.0%
Q1 2017$39,000
+2.6%
294
+0.3%
0.02%
-4.5%
Q4 2016$38,000
+5.6%
293
+0.7%
0.02%
-4.3%
Q3 2016$36,000
+5.9%
291
+0.3%
0.02%
-4.2%
Q2 2016$34,000
+6.2%
290
+0.3%
0.02%0.0%
Q1 2016$32,0000.0%289
+0.3%
0.02%
+14.3%
Q4 2015$32,0002880.02%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2018
NameSharesValueWeighting ↓
VISTA CAPITAL PARTNERS, INC. 366,577$40,870,00012.56%
Water Oak Advisors LLC 99,758$11,122,0009.96%
Fiduciary Wealth Partners, LLC 70,335$7,842,0008.24%
Advisory Alpha, LLC 117,725$13,118,0007.00%
INR ADVISORY SERVICES LLC 291,976$32,552,0006.04%
MOLLER WEALTH PARTNERS 90,672$10,109,0005.93%
Stonehearth Capital Management, LLC 59,776$6,664,0005.82%
US FINANCIAL ADVISORS, LLC 28,033$3,125,0005.44%
Ruggie Capital Group 45,572$5,081,0005.15%
AMERICAN NATIONAL BANK & TRUST 119,831$13,360,0005.03%
View complete list of VANGUARD INDEX FDS shareholders