Smith Salley Wealth Management - 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
Smith Salley Wealth Management ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$385,512
-7.8%
2,039
-3.0%
0.03%
-6.5%
Q2 2023$418,064
-37.8%
2,102
-40.7%
0.03%
-41.5%
Q1 2023$672,178
+3.3%
3,5460.0%0.05%
-5.4%
Q4 2022$650,830
-6.1%
3,546
-12.5%
0.06%
-12.5%
Q3 2022$693,000
+10.9%
4,054
+14.3%
0.06%
+18.5%
Q2 2022$625,000
-32.4%
3,546
-18.5%
0.05%
-22.9%
Q1 2022$924,000
-8.1%
4,352
-2.1%
0.07%
-1.4%
Q4 2021$1,005,000
-57.0%
4,447
-58.4%
0.07%
-61.4%
Q3 2021$2,336,000
-3.0%
10,6850.0%0.18%
-5.6%
Q2 2021$2,408,000
+5.3%
10,685
+0.0%
0.20%
-4.9%
Q1 2021$2,287,000
+763.0%
10,683
+372.7%
0.20%
+188.7%
Q2 2014$265,0002,2600.07%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Aufman Associates Inc 144,136$25,384,00024.13%
Investments & Financial Planning, LLC 89,095$15,691,00016.17%
Centered Wealth LLC dba Miller Equity Capital Advisors 106,534$18,762,00016.02%
MBE Wealth Management, LLC 126,873$22,344,00015.59%
Chandler Asset Management, Inc. 297,125$52,326,675,00014.79%
Scott Capital Advisors, LLC 112,455$19,804,00013.40%
Whelan Financial 106,846$18,817,00012.73%
Emerson Wealth, LLC 109,251$19,240,00012.60%
BLUESTEM FINANCIAL ADVISORS, LLC 97,848$17,232,00011.98%
BCK Partners, Inc. 93,787$16,517,00011.56%
View complete list of VANGUARD INDEX FDS shareholders