BSW Wealth Partners - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,591 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 0.40 and the average weighting 0.9%.

Quarter-by-quarter ownership
BSW Wealth Partners ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$993,264
-6.9%
5,253
-2.0%
0.22%
-0.5%
Q2 2023$1,066,333
+1.9%
5,361
-2.9%
0.22%
+3.7%
Q1 2023$1,046,640
+102511.8%
5,521
-0.6%
0.21%
-2.3%
Q4 2022$1,020
-99.9%
5,556
-15.2%
0.22%
-20.4%
Q3 2022$1,120,000
-3.5%
6,551
-0.6%
0.28%
-1.1%
Q2 2022$1,161,000
-20.4%
6,592
-3.9%
0.28%
-24.7%
Q1 2022$1,458,000
-6.3%
6,858
-0.4%
0.37%
-5.6%
Q4 2021$1,556,000
-0.7%
6,887
-3.9%
0.39%
-10.7%
Q3 2021$1,567,000
-3.4%
7,166
-0.5%
0.44%
-1.8%
Q2 2021$1,622,000
-5.6%
7,202
-10.3%
0.45%
-10.1%
Q1 2021$1,718,000
-38.9%
8,025
-44.4%
0.50%
-42.6%
Q4 2020$2,812,000
+21.2%
14,444
-4.3%
0.86%
-0.8%
Q3 2020$2,320,000
-24.8%
15,087
-28.7%
0.87%
-15.7%
Q2 2020$3,084,000
+1185.0%
21,162
+1255.7%
1.03%
+1022.8%
Q3 2019$240,000
-1.6%
1,561
+0.2%
0.09%0.0%
Q2 2019$244,000
+1.2%
1,558
-1.4%
0.09%
-3.2%
Q1 2019$241,000
+10.0%
1,580
-4.9%
0.10%
+14.5%
Q4 2018$219,000
-18.0%
1,662
+1.3%
0.08%
-18.6%
Q3 2018$267,000
+12.7%
1,640
+7.8%
0.10%0.0%
Q2 2018$237,000
+6.3%
1,522
+0.1%
0.10%
+2.0%
Q1 2018$223,000
-87.1%
1,521
+620.9%
0.10%
+66.7%
Q3 2016$1,724,000
+507.0%
211
-91.4%
0.06%
-61.5%
Q2 2016$284,000
+4.0%
2,4520.0%0.16%
+1.3%
Q1 2016$273,000
-14.7%
2,452
-15.1%
0.15%
-3.8%
Q4 2015$320,000
-0.3%
2,888
-3.0%
0.16%
-16.2%
Q3 2015$321,000
-19.8%
2,976
-9.5%
0.19%
-24.8%
Q2 2015$400,000
-2.4%
3,290
-1.7%
0.25%
-2.7%
Q1 2015$410,000
-0.7%
3,346
-5.4%
0.26%
-21.6%
Q4 2014$413,000
+4.6%
3,538
-0.8%
0.33%
+7.8%
Q3 2014$395,000
-6.4%
3,567
-1.0%
0.31%
-7.2%
Q2 2014$422,000
+2.4%
3,602
-1.2%
0.33%0.0%
Q1 2014$412,000
-3.7%
3,645
-6.4%
0.33%
-2.6%
Q4 2013$428,000
-24.5%
3,894
-29.6%
0.34%
-30.6%
Q3 2013$567,000
+6.4%
5,528
-2.7%
0.49%
+5.3%
Q2 2013$533,0005,6840.47%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2021
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