Institute for Wealth Management, LLC. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,346 filers reported holding VANGUARD INDEX FDS in Q1 2021. The put-call ratio across all filers is 0.56 and the average weighting 1.0%.

Quarter-by-quarter ownership
Institute for Wealth Management, LLC. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$240,023
-4.9%
1,2690.0%0.04%0.0%
Q2 2023$252,414
+8.8%
1,269
+3.7%
0.04%
-2.3%
Q1 2023$231,972
+6.4%
1,224
+3.1%
0.04%
-4.3%
Q4 2022$217,925
+3.3%
1,187
-3.7%
0.05%
-2.1%
Q3 2022$211,000
-2.8%
1,2330.0%0.05%
+9.3%
Q2 2022$217,000
-4.8%
1,233
+14.9%
0.04%
+16.2%
Q1 2022$228,000
-9.5%
1,073
-3.6%
0.04%
-9.8%
Q4 2021$252,000
+3.7%
1,1130.0%0.04%
-4.7%
Q3 2021$243,000
-5.8%
1,113
-2.8%
0.04%
-4.4%
Q2 2021$258,000
+5.3%
1,1450.0%0.04%
-4.3%
Q1 2021$245,000
+61.2%
1,145
+25.0%
0.05%
+38.2%
Q4 2019$152,000
-49.0%
916
-53.0%
0.03%
-47.7%
Q1 2019$298,0001,9510.06%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 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