Morningstar Investment Services 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
Morningstar Investment Services LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$2,908
+16.8%
15,341
+21.6%
0.04%
+15.6%
Q2 2023$2,489
+10.2%
12,618
+3.8%
0.03%
+6.7%
Q1 2023$2,259
+2.7%
12,158
+2.0%
0.03%0.0%
Q4 2022$2,200
-99.9%
11,915
+1.0%
0.03%
-3.2%
Q3 2022$2,177,000
-4.0%
11,793
-7.3%
0.03%
+3.3%
Q2 2022$2,268,000
-19.7%
12,726
-2.5%
0.03%
-3.2%
Q1 2022$2,826,000
+89.4%
13,058
+97.8%
0.03%
+82.4%
Q4 2021$1,492,000
+5.9%
6,601
+4.0%
0.02%0.0%
Q3 2021$1,409,000
-13.0%
6,349
-11.7%
0.02%
-10.5%
Q2 2021$1,620,000
-66.4%
7,189
-68.3%
0.02%
-69.8%
Q1 2021$4,823,000
-11.4%
22,687
-18.8%
0.06%
-17.1%
Q4 2020$5,442,000
+13.8%
27,952
-10.4%
0.08%
+2.7%
Q3 2020$4,780,000
+2.5%
31,196
-3.8%
0.07%
-3.9%
Q2 2020$4,664,000
+10.7%
32,421
-10.1%
0.08%0.0%
Q1 2020$4,213,000
-20.4%
36,076
+12.9%
0.08%
-7.2%
Q4 2019$5,290,000
-49.4%
31,940
-53.0%
0.08%
-53.1%
Q3 2019$10,461,000
-1.9%
68,017
-0.0%
0.18%
+1.1%
Q2 2019$10,660,000
+5.4%
68,044
+2.8%
0.18%
+0.6%
Q1 2019$10,115,000
+16.3%
66,196
+0.4%
0.17%
+1.8%
Q4 2018$8,699,000
-16.8%
65,906
+2.4%
0.17%
-9.5%
Q3 2018$10,460,000
+9.6%
64,340
+4.9%
0.19%
+5.6%
Q2 2018$9,544,000
+13.6%
61,313
+7.2%
0.18%
+9.8%
Q1 2018$8,404,000
-14.7%
57,201
-14.2%
0.16%
-17.7%
Q4 2017$9,850,000
+16.0%
66,646
+10.9%
0.20%
+7.0%
Q3 2017$8,489,000
+13.9%
60,070
+9.2%
0.18%
+7.6%
Q2 2017$7,455,000
+16.3%
55,000
+14.4%
0.17%
+6.2%
Q1 2017$6,410,000
+0.5%
48,096
-7.9%
0.16%
-12.4%
Q3 2016$6,381,000
+6.3%
52,226
+1.0%
0.18%
-2.1%
Q2 2016$6,002,000
-66.0%
51,728
-67.4%
0.19%
-68.9%
Q1 2016$17,665,000
-5.3%
158,444
-6.1%
0.61%
-17.7%
Q4 2015$18,661,000
+0.5%
168,666
-2.0%
0.74%
-6.5%
Q3 2015$18,571,000
-29.5%
172,033
-20.7%
0.79%
-29.7%
Q2 2015$26,353,000
-1.3%
216,950
-0.4%
1.12%
-3.4%
Q1 2015$26,692,000
+13.8%
217,788
+8.3%
1.16%
+5.5%
Q4 2014$23,459,000
+10.1%
201,085
+4.4%
1.10%
+0.4%
Q3 2014$21,316,000
+0.4%
192,682
+6.3%
1.10%
-10.9%
Q2 2014$21,222,000
+15.3%
181,199
+11.2%
1.23%
-1.9%
Q1 2014$18,408,000
+15.3%
162,974
+12.2%
1.26%
+4.6%
Q4 2013$15,970,000
+20.9%
145,244
+13.8%
1.20%
+4.2%
Q3 2013$13,212,000
-11.9%
127,590
-20.3%
1.15%
-26.1%
Q2 2013$14,995,000160,0121.56%
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