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

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,383 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.16 and the average weighting 0.9%.

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 Q3 2021
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