Carnegie Capital Asset Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 962 filers reported holding VANGUARD INDEX FDS in Q3 2019. The put-call ratio across all filers is 0.45 and the average weighting 0.7%.

Quarter-by-quarter ownership
Carnegie Capital Asset Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,243,724
-10.1%
6,578
-5.4%
0.05%
-5.9%
Q2 2023$1,382,918
+10.6%
6,953
+5.5%
0.05%
+2.0%
Q1 2023$1,249,821
+4.2%
6,593
+0.9%
0.05%
-3.8%
Q4 2022$1,199,000
+8.3%
6,532
+0.8%
0.05%
-1.9%
Q3 2022$1,107,000
-1.6%
6,477
+1.4%
0.05%
+3.9%
Q2 2022$1,125,000
-20.5%
6,388
-4.1%
0.05%
-1.9%
Q1 2022$1,415,000
-6.8%
6,659
-0.9%
0.05%
+4.0%
Q4 2021$1,519,000
+19.3%
6,721
+15.5%
0.05%
+4.2%
Q3 2021$1,273,000
-5.0%
5,821
-2.2%
0.05%
-5.9%
Q2 2021$1,340,000
+17.3%
5,950
+11.6%
0.05%
+6.2%
Q1 2021$1,142,000
+26.6%
5,333
+15.1%
0.05%
+17.1%
Q4 2020$902,000
+10.9%
4,633
-12.4%
0.04%
-2.4%
Q3 2020$813,000
+38.7%
5,286
+31.4%
0.04%
+23.5%
Q2 2020$586,000
+25.2%
4,023
-0.8%
0.03%
+3.0%
Q1 2020$468,000
-8.6%
4,056
+31.2%
0.03%
+10.0%
Q4 2019$512,000
+18.5%
3,091
+10.1%
0.03%
+7.1%
Q3 2019$432,000
-5.9%
2,807
-4.1%
0.03%
-6.7%
Q2 2019$459,000
+4.6%
2,928
+1.9%
0.03%0.0%
Q1 2019$439,000
+18.3%
2,873
+2.2%
0.03%
-11.8%
Q4 2018$371,000
-2.9%
2,812
+9.3%
0.03%
+9.7%
Q3 2018$382,000
-4.5%
2,573
+3.6%
0.03%
+3.3%
Q2 2018$400,000
+21.6%
2,483
+15.5%
0.03%
+7.1%
Q1 2018$329,000
+5.8%
2,149
+0.5%
0.03%0.0%
Q4 2017$311,000
+16.9%
2,139
+14.8%
0.03%
-9.7%
Q3 2017$266,000
+14.7%
1,864
+9.4%
0.03%
+10.7%
Q2 2017$232,000
+2.2%
1,704
+1.2%
0.03%0.0%
Q1 2017$227,000
+4.6%
1,684
+1.4%
0.03%
-3.4%
Q4 2016$217,0001,6600.03%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2019
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