Evercore Wealth Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,100 filers reported holding VANGUARD INDEX FDS in Q3 2020. The put-call ratio across all filers is 0.64 and the average weighting 0.8%.

Quarter-by-quarter ownership
Evercore Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$5,354,463
-8.8%
28,320
-4.1%
0.10%
-7.4%
Q2 2023$5,873,222
+4.9%
29,5300.0%0.11%
-3.6%
Q1 2023$5,597,706
-0.1%
29,530
-3.3%
0.11%
-4.3%
Q4 2022$5,605,496
+8.6%
30,541
+1.1%
0.12%
+0.9%
Q3 2022$5,162,000
-3.8%
30,207
-0.8%
0.12%
+2.7%
Q2 2022$5,364,000
-17.8%
30,461
-0.7%
0.11%
-1.7%
Q1 2022$6,523,000
-6.0%
30,6910.0%0.12%
+1.8%
Q4 2021$6,936,000
+1.9%
30,691
-1.4%
0.11%
-8.1%
Q3 2021$6,808,000
-4.5%
31,134
-1.6%
0.12%
-5.4%
Q2 2021$7,126,000
+3.3%
31,634
-1.8%
0.13%
-5.1%
Q1 2021$6,898,000
+10.2%
32,223
+0.2%
0.14%
+1.5%
Q4 2020$6,259,000
+24.4%
32,146
-1.8%
0.14%
+9.8%
Q3 2020$5,033,000
+0.5%
32,725
-4.8%
0.12%
-8.2%
Q2 2020$5,009,000
+23.6%
34,379
-2.1%
0.13%0.0%
Q1 2020$4,053,000
-34.4%
35,104
-5.9%
0.13%
-19.3%
Q4 2019$6,181,000
+6.7%
37,312
-0.9%
0.17%
-2.4%
Q3 2019$5,795,000
-2.4%
37,657
-0.6%
0.17%
-5.6%
Q2 2019$5,935,000
+2.8%
37,882
+0.2%
0.18%
-3.2%
Q1 2019$5,775,000
+16.4%
37,797
+0.6%
0.19%
-0.5%
Q4 2018$4,961,000
-13.3%
37,587
+6.8%
0.19%
+2.2%
Q3 2018$5,723,000
+3.6%
35,202
-0.8%
0.18%
-3.2%
Q2 2018$5,523,000
+2.8%
35,477
-2.9%
0.19%
-7.8%
Q1 2018$5,370,000
+0.1%
36,550
+0.7%
0.20%
+3.0%
Q4 2017$5,362,000
+2.9%
36,279
-1.6%
0.20%
-2.0%
Q3 2017$5,211,000
+3.6%
36,874
-0.6%
0.20%
+4.6%
Q2 2017$5,031,000
+1.7%
37,1140.0%0.19%0.0%
Q1 2017$4,947,000
+6.0%
37,114
+2.5%
0.19%
+0.5%
Q4 2016$4,667,000
+5.5%
36,192
-0.0%
0.19%
+5.5%
Q3 2016$4,422,000
+6.4%
36,193
+0.7%
0.18%
-0.5%
Q2 2016$4,157,000
+32.3%
35,932
+27.5%
0.18%
+32.4%
Q1 2016$3,142,000
+4.8%
28,185
+4.0%
0.14%0.0%
Q4 2015$2,998,000
+1.2%
27,093
-1.3%
0.14%
-2.1%
Q3 2015$2,962,000
-38.7%
27,439
-31.0%
0.14%
-34.9%
Q2 2015$4,834,000
-5.2%
39,779
-4.3%
0.22%
-6.8%
Q1 2015$5,098,000
-47.3%
41,586
-49.8%
0.23%
-51.5%
Q4 2014$9,669,000
-18.8%
82,885
-23.0%
0.48%
-19.1%
Q3 2014$11,902,000
-15.6%
107,587
-10.7%
0.60%
-18.0%
Q2 2014$14,105,000
-19.6%
120,422
-22.5%
0.73%
-26.1%
Q1 2014$17,541,000
+37.0%
155,312
+33.3%
0.98%
+39.8%
Q4 2013$12,803,000
+314.1%
116,482
+285.9%
0.70%
+297.7%
Q3 2013$3,092,000
+45.4%
30,183
+32.9%
0.18%
+47.5%
Q2 2013$2,126,00022,7180.12%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2020
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