Roundview Capital LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,383 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.16 and the average weighting 0.9%.

Quarter-by-quarter ownership
Roundview Capital LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$3,579,161
+6.3%
18,930
+11.9%
0.36%
+9.4%
Q2 2023$3,365,621
+20.2%
16,922
+14.6%
0.33%
+12.3%
Q1 2023$2,799,235
+8.5%
14,767
+5.0%
0.29%
-0.3%
Q4 2022$2,580,157
+12.3%
14,058
+4.5%
0.29%
+1.4%
Q3 2022$2,298,000
-0.2%
13,448
+2.8%
0.29%
+5.1%
Q2 2022$2,303,000
-14.5%
13,078
+3.2%
0.28%
-0.4%
Q1 2022$2,694,000
+2.4%
12,675
+8.9%
0.28%
+5.7%
Q4 2021$2,630,000
+8.1%
11,638
+4.6%
0.26%
-2.2%
Q3 2021$2,433,000
-0.5%
11,125
+2.5%
0.27%
-1.8%
Q2 2021$2,444,000
+6.9%
10,850
+1.6%
0.27%
-5.2%
Q1 2021$2,286,000
+28.0%
10,680
+16.4%
0.29%
+18.0%
Q4 2020$1,786,000
+33.1%
9,172
+5.1%
0.24%
+15.6%
Q3 2020$1,342,000
+17.5%
8,726
+11.3%
0.21%
+8.8%
Q2 2020$1,142,000
+35.8%
7,840
+7.6%
0.19%
+9.0%
Q1 2020$841,000
-6.8%
7,283
+33.7%
0.18%
+4.1%
Q4 2019$902,000
+10.0%
5,447
+2.2%
0.17%
-3.4%
Q3 2019$820,000
-2.0%
5,328
-0.2%
0.18%
-6.3%
Q2 2019$837,000
+1.9%
5,341
-0.6%
0.19%
-3.1%
Q1 2019$821,000
-8.1%
5,372
-20.6%
0.20%
-22.0%
Q4 2018$893,000
-1.1%
6,762
+21.7%
0.25%
+12.1%
Q3 2018$903,000
+4.4%
5,5550.0%0.22%
-1.8%
Q2 2018$865,000
+3.1%
5,555
-2.7%
0.23%
-3.8%
Q1 2018$839,000
+1.3%
5,708
+1.8%
0.24%
+10.3%
Q4 2017$828,000
-40.0%
5,605
-43.7%
0.21%
+7.5%
Q3 2017$1,380,000
+118.4%
9,955
+113.4%
0.20%
+8.2%
Q2 2017$632,000
+4.8%
4,664
+3.0%
0.18%
-1.6%
Q1 2017$603,000
+10.6%
4,526
+7.0%
0.19%
+6.9%
Q4 2016$545,000
+113.7%
4,228
+102.8%
0.18%
+94.4%
Q3 2016$255,0002,0850.09%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2021
NameSharesValueWeighting ↓
Trinity Financial Advisors LLC 221,702$47,432,00033.22%
Aufman Associates Inc 143,772$32,389,00024.98%
Chandler Asset Management, Inc. 287,915$64,861,00016.94%
Emerson Wealth, LLC 109,699$24,713,00013.62%
BLUESTEM FINANCIAL ADVISORS, LLC 88,273$19,886,00013.40%
McCarthy Grittinger Financial Group, LLC 136,444$30,738,17213.37%
MBE Wealth Management, LLC 112,879$25,429,00013.17%
BCK Partners, Inc. 85,967$19,367,00012.81%
Axiom Financial Strategies, LLC 105,847$23,845,00011.00%
Ellenbecker Investment Group 142,982$32,211,00010.57%
View complete list of VANGUARD INDEX FDS shareholders