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

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,591 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
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 Q4 2021
NameSharesValueWeighting ↓
Trinity Financial Advisors LLC 221,702$47,432,00033.22%
Aufman Associates Inc 143,772$32,389,00024.98%
Chandler Asset Management, Inc. 287,915$64,861,00016.94%
Emerson Wealth, LLC 109,699$24,713,00013.62%
BLUESTEM FINANCIAL ADVISORS, LLC 88,273$19,886,00013.40%
McCarthy Grittinger Financial Group, LLC 136,444$30,738,17213.37%
MBE Wealth Management, LLC 112,879$25,429,00013.17%
BCK Partners, Inc. 85,967$19,367,00012.81%
Axiom Financial Strategies, LLC 105,847$23,845,00011.00%
Ellenbecker Investment Group 142,982$32,211,00010.57%
View complete list of VANGUARD INDEX FDS shareholders