WMS Partners, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 366 filers reported holding VANGUARD INDEX FDS in Q3 2014. The put-call ratio across all filers is 2.83 and the average weighting 0.7%.

Quarter-by-quarter ownership
WMS Partners, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,249,753
-4.9%
6,6100.0%0.10%
-3.9%
Q2 2023$1,314,663
+4.9%
6,6100.0%0.10%
-6.4%
Q1 2023$1,252,992
-3.4%
6,610
-6.4%
0.11%
-14.1%
Q4 2022$1,296,527
+7.4%
7,0640.0%0.13%
-22.0%
Q3 2022$1,207,000
+23.7%
7,064
+27.5%
0.16%
+7.9%
Q2 2022$976,000
-17.2%
5,541
-0.1%
0.15%
-6.2%
Q1 2022$1,179,000
+75.2%
5,546
+80.3%
0.16%
+63.6%
Q3 2021$673,000
-2.9%
3,0760.0%0.10%
-3.9%
Q2 2021$693,000
+45.0%
3,076
+25.2%
0.10%
+25.6%
Q4 2020$478,000
+26.5%
2,4570.0%0.08%
+12.3%
Q3 2020$378,000
+5.6%
2,4570.0%0.07%
-1.4%
Q2 2020$358,000
-63.3%
2,457
-69.4%
0.07%
-35.1%
Q2 2015$976,000
-0.8%
8,0320.0%0.11%
-5.8%
Q1 2015$984,000
+23.5%
8,032
+11.5%
0.12%
-3.2%
Q3 2014$797,000
-5.5%
7,2010.0%0.12%
-3.8%
Q2 2014$843,000
+29.3%
7,201
+24.7%
0.13%
+25.0%
Q1 2014$652,000
+2.7%
5,7760.0%0.10%
-1.0%
Q4 2013$635,000
+9.7%
5,776
+2.3%
0.10%
-5.4%
Q3 2013$579,000
+9.5%
5,6460.0%0.11%
+15.6%
Q2 2013$529,0005,6460.10%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2014
NameSharesValueWeighting ↓
Aufman Associates Inc 161,884$23,590,00026.77%
Chandler Asset Management, Inc. 294,740$42,950,00018.69%
Water Oak Advisors LLC 124,171$18,094,00018.46%
McCarthy Grittinger Financial Group, LLC 163,716$23,856,69614.15%
Acorns Advisers, LLC 2,390,400$348,329,00013.45%
BLUESTEM FINANCIAL ADVISORS, LLC 98,732$14,387,00013.16%
Emerson Wealth, LLC 119,166$17,365,00012.28%
Unified Trust Company, N.A. 101,312$14,763,00011.11%
Heartwood Wealth Advisors LLC 367,893$53,609,00010.61%
VISTA CAPITAL PARTNERS, INC. 363,565$52,979,00010.32%
View complete list of VANGUARD INDEX FDS shareholders