McKinley Carter Wealth Services, Inc. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,594 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.20 and the average weighting 0.9%.

Quarter-by-quarter ownership
McKinley Carter Wealth Services, Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$2,438,987
-6.2%
12,900
-1.3%
0.19%
-0.5%
Q2 2023$2,599,973
+9.2%
13,072
+4.0%
0.20%
+4.8%
Q1 2023$2,381,807
-12.6%
12,565
-15.4%
0.19%
-19.5%
Q4 2022$2,726,604
+102.4%
14,856
+88.6%
0.23%
+84.8%
Q3 2022$1,347,000
-5.1%
7,879
-2.3%
0.12%
-0.8%
Q2 2022$1,420,000
-18.6%
8,061
-1.8%
0.13%
-7.4%
Q1 2022$1,745,000
-10.7%
8,212
-5.0%
0.14%
-6.8%
Q4 2021$1,953,000
+86.9%
8,642
+80.8%
0.15%
+69.8%
Q3 2021$1,045,000
-6.9%
4,779
-4.0%
0.09%
-7.5%
Q2 2021$1,122,000
+1.9%
4,978
-3.2%
0.09%
-1.1%
Q1 2021$1,101,000
+5.8%
5,145
-3.8%
0.09%
-30.9%
Q4 2020$1,041,000
+141.0%
5,349
+90.5%
0.14%
+40.2%
Q3 2020$432,000
-3.1%
2,808
-8.3%
0.10%
-11.0%
Q2 2020$446,000
+7.0%
3,061
-15.3%
0.11%
-12.8%
Q1 2020$417,000
+892.9%
3,615
+1312.1%
0.12%
+1150.0%
Q4 2019$42,000
-6.7%
256
-16.1%
0.01%
-33.3%
Q1 2018$45,0003050.02%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2023
NameSharesValueWeighting ↓
Centered Wealth LLC dba Miller Equity Capital Advisors 270,794$53,858,11927.31%
Aufman Associates Inc 147,943$29,424,40424.27%
Investments & Financial Planning, LLC 107,417$21,364,11418.50%
MBE Wealth Management, LLC 148,264$29,488,32515.85%
Whelan Financial 125,604$24,981,37513.06%
Family Investment Center, Inc. 99,242$19,738,14812.63%
BLUESTEM FINANCIAL ADVISORS, LLC 103,586$20,602,25812.46%
McCarthy Grittinger Financial Group, LLC 158,607$31,545,34212.20%
BCK Partners, Inc. 96,331$19,159,17311.98%
Brown Financial Advisory 71,177$14,156,48111.55%
View complete list of VANGUARD INDEX FDS shareholders