Homrich & Berg - 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
Homrich & Berg ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2021$11,868,000
+6.7%
54,273
+9.9%
0.27%
+2.7%
Q2 2021$11,123,000
+16.0%
49,373
+10.2%
0.26%
+4.4%
Q1 2021$9,590,000
+12.2%
44,795
+2.0%
0.25%
+2.1%
Q4 2020$8,551,000
+113.3%
43,923
+68.5%
0.24%
+77.4%
Q3 2020$4,009,000
+90.2%
26,069
+80.2%
0.14%
+61.2%
Q2 2020$2,108,000
+82.4%
14,465
+44.4%
0.08%
+30.8%
Q1 2020$1,156,000
-54.9%
10,014
-35.3%
0.06%
-45.4%
Q4 2019$2,562,000
+13.7%
15,469
+5.7%
0.12%
+2.6%
Q3 2019$2,253,000
-2.0%
14,641
-0.3%
0.12%
-4.9%
Q2 2019$2,299,000
+2.8%
14,678
+0.3%
0.12%
+5.2%
Q1 2019$2,237,000
+15.8%
14,6410.0%0.12%
+1.8%
Q4 2018$1,932,000
-34.6%
14,641
-19.4%
0.11%
-36.0%
Q3 2018$2,952,000
+4.4%
18,157
-0.0%
0.18%
-13.2%
Q2 2018$2,827,000
+6.5%
18,161
+0.5%
0.20%
+11.4%
Q1 2018$2,655,000
-0.6%
18,073
+0.0%
0.18%
+0.5%
Q4 2017$2,671,000
+53.8%
18,072
+47.1%
0.18%
+33.6%
Q3 2017$1,737,000
+4.3%
12,2880.0%0.14%
-6.2%
Q2 2017$1,666,000
+335.0%
12,288
+327.1%
0.15%
+342.4%
Q1 2017$383,000
+3.2%
2,8770.0%0.03%
-2.9%
Q4 2016$371,000
-11.7%
2,877
-16.3%
0.03%
-12.8%
Q3 2016$420,000
+37.7%
3,437
+30.3%
0.04%
+34.5%
Q2 2016$305,000
+7.0%
2,637
+3.0%
0.03%
+3.6%
Q1 2016$285,0000.0%2,561
-0.6%
0.03%
+7.7%
Q4 2015$285,000
-6.2%
2,577
-8.6%
0.03%
-18.8%
Q3 2015$304,000
-6.2%
2,820
+5.7%
0.03%0.0%
Q2 2015$324,000
+5.2%
2,668
+6.2%
0.03%
+6.7%
Q1 2015$308,000
-1.0%
2,512
-5.9%
0.03%
-3.2%
Q4 2014$311,0002,6700.03%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
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