Simplicity Solutions, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,373 filers reported holding VANGUARD INDEX FDS in Q2 2021. The put-call ratio across all filers is 0.35 and the average weighting 0.9%.

Quarter-by-quarter ownership
Simplicity Solutions, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$10,584,090
-49.2%
55,980
-46.5%
0.34%
-40.2%
Q2 2023$20,825,424
+4.6%
104,708
-0.3%
0.57%
+9.0%
Q1 2023$19,903,760
+2170.5%
105,000
+2098.5%
0.52%
+338.7%
Q4 2022$876,616
-23.3%
4,776
-28.6%
0.12%
-28.3%
Q3 2022$1,143,000
-7.5%
6,688
-4.7%
0.17%
+3.8%
Q2 2022$1,236,000
-21.6%
7,018
-5.4%
0.16%
-17.5%
Q1 2022$1,576,000
-46.7%
7,416
-43.3%
0.19%
-41.2%
Q4 2021$2,958,000
+143.9%
13,086
+135.9%
0.33%
+76.5%
Q3 2021$1,213,000
+8.9%
5,548
+12.2%
0.19%
-15.0%
Q2 2021$1,114,000
-0.8%
4,944
-5.7%
0.22%
-10.9%
Q1 2021$1,123,000
-80.4%
5,245
-82.2%
0.25%
+190.6%
Q4 2020$5,730,000
+30.4%
29,432
+3.0%
0.08%
+4.9%
Q3 2020$4,393,000
-0.3%
28,565
-5.5%
0.08%
-6.9%
Q2 2020$4,405,000
+152.6%
30,228
+100.1%
0.09%
+61.1%
Q1 2020$1,744,000
-30.1%
15,104
+0.3%
0.05%
-28.9%
Q4 2019$2,495,000
+124.4%
15,063
+108.4%
0.08%
+68.9%
Q3 2019$1,112,000
+16.8%
7,227
+18.9%
0.04%
+9.8%
Q2 2019$952,000
-60.1%
6,077
-61.1%
0.04%
-71.3%
Q1 2019$2,387,000
+19.9%
15,623
+3.6%
0.14%
-44.4%
Q4 2018$1,990,000
+279.8%
15,079
+368.0%
0.26%
+756.7%
Q3 2018$524,000
+87.8%
3,222
+79.6%
0.03%
+50.0%
Q2 2018$279,000
+23.5%
1,794
+17.2%
0.02%
-9.1%
Q4 2017$226,0001,5310.02%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2021
NameSharesValueWeighting ↓
Trinity Financial Advisors LLC 214,530$45,776,00030.62%
Aufman Associates Inc 142,058$31,064,00025.55%
Chandler Asset Management, Inc. 284,345$62,178,00016.28%
MBE Wealth Management, LLC 122,106$26,701,00013.60%
Emerson Wealth, LLC 109,619$23,970,00013.36%
BLUESTEM FINANCIAL ADVISORS, LLC 90,893$19,876,00012.99%
McCarthy Grittinger Financial Group, LLC 151,364$33,098,74212.73%
BCK Partners, Inc. 88,920$19,444,00012.35%
Ellenbecker Investment Group 155,596$34,024,00010.64%
Whelan Financial 51,149$11,185,00010.22%
View complete list of VANGUARD INDEX FDS shareholders