PATHSTONE FAMILY OFFICE, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,383 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.16 and the average weighting 0.9%.

Quarter-by-quarter ownership
PATHSTONE FAMILY OFFICE, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$73,546,852
+6.0%
389,142
+10.5%
0.56%
-45.8%
Q2 2023$69,359,802
+1.4%
352,234
-2.4%
1.04%
-6.6%
Q1 2023$68,376,281
-49.0%
360,926
-49.7%
1.11%
-3.1%
Q4 2022$134,134,196
+2.8%
718,024
-5.9%
1.14%
-3.1%
Q3 2022$130,536,369
+99.3%
762,700
+105.1%
1.18%
-18.2%
Q2 2022$65,497,370
-10.3%
371,903
+8.3%
1.44%
-15.3%
Q1 2022$73,029,000
-0.6%
343,341
+6.5%
1.70%
-7.0%
Q4 2021$73,438,000
+1.0%
322,280
-3.1%
1.83%
-13.8%
Q3 2021$72,696,000
-3.3%
332,445
-0.3%
2.12%
-5.8%
Q2 2021$75,150,000
+7.5%
333,588
+2.1%
2.25%
-4.6%
Q1 2021$69,919,000
+7.1%
326,604
-2.6%
2.36%
-11.9%
Q4 2020$65,284,000
+1087966.7%
335,340
+859746.2%
2.68%
+268000.0%
Q3 2020$6,0000.0%390.0%0.00%0.0%
Q2 2020$6,000
-91.5%
39
-93.6%
0.00%
-90.0%
Q1 2020$71,000
+2266.7%
613
+3126.3%
0.01%
Q3 2019$3,0000.0%190.0%0.00%
Q2 2019$3,0000.0%190.0%0.00%
Q1 2019$3,000
+50.0%
190.0%0.00%
-100.0%
Q4 2018$2,000
-84.6%
19
-75.6%
0.00%
-75.0%
Q3 2018$13,000
+333.3%
78
+333.3%
0.00%
+100.0%
Q2 2018$3,0000.0%180.0%0.00%0.0%
Q1 2018$3,0000.0%180.0%0.00%0.0%
Q4 2017$3,0000.0%180.0%0.00%
-33.3%
Q3 2017$3,000
-98.8%
18
-99.0%
0.00%
-97.1%
Q2 2017$246,000
+3414.3%
1,818
+2930.0%
0.10%
+420.0%
Q2 2014$7,000
-22.2%
60
-25.0%
0.02%
-13.0%
Q1 2014$9,0000.0%800.0%0.02%
+15.0%
Q4 2013$9,000
-94.4%
80
-95.3%
0.02%
-89.2%
Q2 2013$160,0001,7130.19%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2021
NameSharesValueWeighting ↓
Aufman Associates Inc 161,884$23,590,00026.77%
Chandler Asset Management, Inc. 294,740$42,950,00018.69%
Water Oak Advisors LLC 124,171$18,094,00018.46%
McCarthy Grittinger Financial Group, LLC 163,716$23,856,69614.15%
Acorns Advisers, LLC 2,390,400$348,329,00013.45%
BLUESTEM FINANCIAL ADVISORS, LLC 98,732$14,387,00013.16%
Emerson Wealth, LLC 119,166$17,365,00012.28%
Unified Trust Company, N.A. 101,312$14,763,00011.11%
Heartwood Wealth Advisors LLC 367,893$53,609,00010.61%
VISTA CAPITAL PARTNERS, INC. 363,565$52,979,00010.32%
View complete list of VANGUARD INDEX FDS shareholders