CAPTRUST FINANCIAL ADVISORS - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,594 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.20 and the average weighting 0.9%.

Quarter-by-quarter ownership
CAPTRUST FINANCIAL ADVISORS ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$231,335,788
+4.0%
1,223,546
+9.4%
0.88%
+0.8%
Q2 2023$222,436,791
+10.4%
1,118,391
+5.2%
0.88%
-0.9%
Q1 2023$201,489,383
+37.8%
1,062,932
+33.4%
0.88%
+20.2%
Q4 2022$146,201,751
+17.1%
796,566
+9.0%
0.74%
+1.2%
Q3 2022$124,858,000
+20.2%
730,551
+23.9%
0.73%
+8.5%
Q2 2022$103,840,000
-17.0%
589,633
+0.2%
0.67%
-17.3%
Q1 2022$125,073,000
+7.3%
588,524
+14.2%
0.81%
+1.4%
Q4 2021$116,514,000
+18.9%
515,525
+15.1%
0.80%
-1.8%
Q3 2021$97,955,000
+110.7%
447,957
+117.1%
0.81%
+88.0%
Q2 2021$46,484,000
+35.4%
206,340
+28.7%
0.43%
+16.4%
Q1 2021$34,325,000
+147.8%
160,336
+125.3%
0.37%
+102.2%
Q4 2020$13,853,000
+251.5%
71,159
+181.7%
0.18%
+183.1%
Q3 2020$3,941,000
+1.5%
25,260
-5.5%
0.06%
+1.6%
Q2 2020$3,882,000
+28.6%
26,730
-4.0%
0.06%
-4.5%
Q1 2020$3,018,000
-44.3%
27,831
-14.7%
0.07%
-21.2%
Q4 2019$5,414,000
+16.9%
32,627
+8.4%
0.08%
-47.9%
Q3 2019$4,631,000
+67.9%
30,090
+71.4%
0.16%
+59.8%
Q2 2019$2,758,000
+2.1%
17,551
-0.4%
0.10%
-7.3%
Q1 2019$2,701,000
+160.7%
17,625
+124.5%
0.11%
+96.4%
Q4 2018$1,036,000
+128.7%
7,850
+182.6%
0.06%
+180.0%
Q3 2018$453,000
+16.2%
2,778
+10.9%
0.02%
-9.1%
Q2 2018$390,000
-30.1%
2,505
-35.6%
0.02%
-37.1%
Q1 2018$558,000
-16.1%
3,892
-13.5%
0.04%
-12.5%
Q4 2017$665,000
-42.3%
4,497
-44.2%
0.04%
-18.4%
Q3 2017$1,152,000
+167.9%
8,064
+154.4%
0.05%
-9.3%
Q2 2017$430,000
+33.5%
3,170
+31.3%
0.05%
+63.6%
Q1 2017$322,000
+6.6%
2,415
+3.2%
0.03%
+22.2%
Q4 2016$302,000
+25.3%
2,341
+12.5%
0.03%0.0%
Q2 2016$241,000
+4.3%
2,081
+0.3%
0.03%
+12.5%
Q1 2016$231,000
-89.8%
2,075
-89.8%
0.02%
-90.1%
Q4 2015$2,261,000
-71.7%
20,439
-72.3%
0.24%
-77.4%
Q3 2015$7,979,000
-2.8%
73,911
+110214.9%
1.07%
+107100.0%
Q1 2015$8,212,000
+102550.0%
670.0%0.00%
-50.0%
Q4 2014$8,000
-11.1%
67
-15.2%
0.00%0.0%
Q2 2014$9,000
+12.5%
79
+17.9%
0.00%0.0%
Q1 2014$8,000
-11.1%
67
-15.2%
0.00%0.0%
Q4 2013$9,000
+28.6%
79
+17.9%
0.00%0.0%
Q3 2013$7,0000.0%67
-15.2%
0.00%0.0%
Q2 2013$7,000790.00%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 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