Asset Allocation & Management Company, LLC - 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
Asset Allocation & Management Company, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$849
+36.5%
4,488
+43.5%
0.51%
+105.7%
Q2 2023$622
-30.2%
3,128
-33.5%
0.25%
-30.8%
Q1 2023$891
+3.2%
4,7010.0%0.36%
+6.9%
Q4 2022$863
-99.9%
4,7010.0%0.33%
+1.5%
Q3 2022$803,000
-3.0%
4,7010.0%0.33%
-4.6%
Q2 2022$828,000
-17.1%
4,7010.0%0.34%
-3.6%
Q1 2022$999,000
-5.9%
4,7010.0%0.36%
-0.6%
Q4 2021$1,062,000
+55.3%
4,701
+50.3%
0.36%
-3.0%
Q3 2021$684,000
-71.0%
3,128
-70.1%
0.37%
-65.9%
Q2 2021$2,355,000
+15.3%
10,453
+9.5%
1.09%
+7.7%
Q1 2021$2,043,000
+121.1%
9,545
+101.2%
1.01%
+69.6%
Q4 2020$924,000
-89.9%
4,745
-92.1%
0.60%
-86.0%
Q3 2020$9,184,000
+5.5%
59,715
+0.0%
4.24%
+0.0%
Q2 2020$8,702,000
+28.1%
59,714
+1.5%
4.24%
+25.9%
Q1 2020$6,792,000
-30.3%
58,837
+0.0%
3.37%
-7.6%
Q4 2019$9,745,00058,8353.64%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Trinity Financial Advisors LLC 221,702$47,432,00033.22%
Aufman Associates Inc 143,772$32,389,00024.98%
Chandler Asset Management, Inc. 287,915$64,861,00016.94%
Emerson Wealth, LLC 109,699$24,713,00013.62%
BLUESTEM FINANCIAL ADVISORS, LLC 88,273$19,886,00013.40%
McCarthy Grittinger Financial Group, LLC 136,444$30,738,17213.37%
MBE Wealth Management, LLC 112,879$25,429,00013.17%
BCK Partners, Inc. 85,967$19,367,00012.81%
Axiom Financial Strategies, LLC 105,847$23,845,00011.00%
Ellenbecker Investment Group 142,982$32,211,00010.57%
View complete list of VANGUARD INDEX FDS shareholders