Charles Schwab Investment Advisory, Inc. - 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
Charles Schwab Investment Advisory, Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$314,965,873
-3.7%
1,665,869
+1.3%
0.50%
-2.0%
Q2 2023$327,065,911
+3.2%
1,644,456
-1.7%
0.51%
+0.4%
Q1 2023$317,018,139
-1.0%
1,672,389
-4.1%
0.50%
-6.5%
Q4 2022$320,208,964
+4.4%
1,744,628
-2.7%
0.54%
-3.7%
Q3 2022$306,602,000
+8.0%
1,793,936
+11.3%
0.56%
+13.8%
Q2 2022$283,849,000
-44.6%
1,611,774
-33.2%
0.49%
-39.5%
Q1 2022$512,596,000
+11.4%
2,411,987
+18.5%
0.82%
+13.0%
Q4 2021$460,122,000
+20.0%
2,035,849
+16.1%
0.72%
+12.7%
Q3 2021$383,376,000
+17.1%
1,753,217
+20.7%
0.64%
+14.1%
Q2 2021$327,280,000
+9.7%
1,452,770
+4.3%
0.56%0.0%
Q1 2021$298,235,000
-0.6%
1,393,099
-9.6%
0.56%
-9.8%
Q4 2020$300,086,000
+16.1%
1,541,433
-8.3%
0.62%
+1.1%
Q3 2020$258,457,000
+6.8%
1,680,476
+1.2%
0.62%
+0.8%
Q2 2020$242,065,000
-0.5%
1,661,163
-21.2%
0.61%
-11.6%
Q1 2020$243,353,000
+15.0%
2,108,050
+65.0%
0.69%
+130.0%
Q4 2019$211,563,000
+6.2%
1,277,249
-1.4%
0.30%
-2.0%
Q3 2019$199,275,000
-0.7%
1,294,918
+1.1%
0.31%
-4.4%
Q2 2019$200,749,000
+6.5%
1,281,430
+3.9%
0.32%
+0.6%
Q1 2019$188,489,000
+14.3%
1,233,562
-1.3%
0.32%
+1.9%
Q4 2018$164,946,000
+284.0%
1,249,683
+372.9%
0.31%
+321.6%
Q3 2018$42,959,000
+1.2%
264,232
-3.1%
0.07%
-5.1%
Q2 2018$42,461,000
-2.8%
272,763
-8.3%
0.08%
-45.1%
Q1 2018$43,690,000
+3.3%
297,376
+3.9%
0.14%
-6.6%
Q4 2017$42,305,000
+2.5%
286,234
-2.0%
0.15%
-10.6%
Q3 2017$41,279,000
+3.0%
292,097
-1.2%
0.17%
-11.0%
Q2 2017$40,064,000
-0.1%
295,585
-1.8%
0.19%
-15.5%
Q1 2017$40,116,000
+2.1%
300,998
-1.2%
0.23%
-16.9%
Q4 2016$39,296,000
+3.7%
304,716
-1.7%
0.27%
-8.4%
Q3 2016$37,882,000
+2.0%
310,047
-3.4%
0.30%
-12.4%
Q2 2016$37,140,000
-0.3%
321,058
-3.9%
0.34%
-12.6%
Q1 2016$37,244,000
+38.8%
334,059
+37.7%
0.39%
+19.8%
Q4 2015$26,840,000
+7.9%
242,582
+5.3%
0.32%
-8.0%
Q3 2015$24,875,000
+6887.4%
230,427
+7447.6%
0.35%
+3420.0%
Q4 2014$356,0003,0530.01%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Centered Wealth LLC dba Miller Equity Capital Advisors 258,800$49,058,03327.42%
Aufman Associates Inc 148,061$28,066,35423.89%
Investments & Financial Planning, LLC 103,364$19,593,70617.98%
MBE Wealth Management, LLC 140,161$26,568,89515.64%
Whelan Financial 122,311$23,185,25912.86%
Brown Financial Advisory 67,451$12,786,09512.31%
BLUESTEM FINANCIAL ADVISORS, LLC 103,905$19,696,30312.13%
Family Investment Center, Inc. 92,753$17,582,31212.08%
McCarthy Grittinger Financial Group, LLC 157,695$29,892,59111.85%
Chandler Asset Management, Inc. 262,837$49,823,32511.83%
View complete list of VANGUARD INDEX FDS shareholders