Barrett Asset Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,567 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 0.86 and the average weighting 0.9%.

Quarter-by-quarter ownership
Barrett Asset Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q1 2022$25,250,000
-6.6%
118,817
-0.7%
1.06%
+3.6%
Q4 2021$27,041,000
+49.0%
119,643
+44.1%
1.02%
+22.4%
Q3 2021$18,152,000
-4.7%
83,013
-1.8%
0.83%
-5.0%
Q2 2021$19,051,000
+6.3%
84,566
+1.0%
0.88%
-1.5%
Q1 2021$17,921,000
-38.9%
83,711
-50.3%
0.89%
+9.6%
Q4 2020$29,313,000
+126.0%
168,275
+99.5%
0.81%
+6.3%
Q3 2020$12,970,000
+6.8%
84,329
+1.2%
0.76%
-1.5%
Q2 2020$12,144,000
+25.8%
83,337
-0.4%
0.78%
+3.1%
Q1 2020$9,655,000
-71.3%
83,637
-60.3%
0.75%
-29.3%
Q4 2019$33,658,000
+107.0%
210,696
+99.4%
1.07%
-0.5%
Q3 2019$16,262,000
-2.0%
105,673
-0.2%
1.07%
-2.0%
Q2 2019$16,588,000
+2.3%
105,883
-0.3%
1.09%
+0.3%
Q1 2019$16,222,000
+17.2%
106,168
+1.2%
1.09%
+2.5%
Q4 2018$13,845,000
-19.9%
104,896
-1.3%
1.06%
-5.3%
Q3 2018$17,276,000
+4.2%
106,261
-0.2%
1.12%
-0.3%
Q2 2018$16,583,000
+6.2%
106,526
+0.2%
1.13%
+1.4%
Q1 2018$15,616,000
-1.7%
106,291
-1.1%
1.11%
-0.8%
Q4 2017$15,885,000
+4.9%
107,473
+0.3%
1.12%
+1.5%
Q3 2017$15,141,000
-0.3%
107,138
-4.4%
1.10%
-4.2%
Q2 2017$15,194,000
+0.4%
112,098
-1.3%
1.15%
-4.1%
Q1 2017$15,140,000
+3.9%
113,598
+0.5%
1.20%
-0.5%
Q4 2016$14,575,000
+5.5%
113,018
-0.0%
1.20%
+3.8%
Q3 2016$13,812,000
+6.1%
113,048
+0.4%
1.16%
+3.0%
Q2 2016$13,023,000
+3.3%
112,578
-0.5%
1.13%
+4.1%
Q1 2016$12,609,000
-0.9%
113,093
-1.7%
1.08%
-2.4%
Q4 2015$12,726,000
+2.9%
115,023
+0.4%
1.11%
-1.4%
Q3 2015$12,364,000
-11.9%
114,537
-0.8%
1.13%
-2.3%
Q2 2015$14,027,000
-6.7%
115,477
-5.9%
1.15%
-7.2%
Q1 2015$15,040,000
+2.6%
122,717
-2.4%
1.24%
+8.2%
Q4 2014$14,662,000
+5.0%
125,685
-0.4%
1.15%
+1.8%
Q3 2014$13,959,000
-4.4%
126,175
+1.2%
1.13%
-5.0%
Q2 2014$14,606,000
+5.7%
124,713
+1.9%
1.19%
-0.8%
Q1 2014$13,821,000
+7.5%
122,361
+4.7%
1.20%
+5.1%
Q4 2013$12,852,000
+9.4%
116,890
+2.0%
1.14%
+0.3%
Q3 2013$11,747,000
+11.3%
114,615
+1.8%
1.14%
+6.4%
Q2 2013$10,550,000112,5771.07%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2022
NameSharesValueWeighting ↓
Centered Wealth LLC dba Miller Equity Capital Advisors 270,794$53,858,11927.31%
Aufman Associates Inc 147,943$29,424,40424.27%
Investments & Financial Planning, LLC 107,417$21,364,11418.50%
MBE Wealth Management, LLC 148,264$29,488,32515.85%
Whelan Financial 125,604$24,981,37513.06%
Family Investment Center, Inc. 99,242$19,738,14812.63%
BLUESTEM FINANCIAL ADVISORS, LLC 103,586$20,602,25812.46%
McCarthy Grittinger Financial Group, LLC 158,607$31,545,34212.20%
BCK Partners, Inc. 96,331$19,159,17311.98%
Brown Financial Advisory 71,177$14,156,48111.55%
View complete list of VANGUARD INDEX FDS shareholders