Atria Investments, Inc - 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
Atria Investments, Inc ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$11,903,624
+7.1%
62,958
+12.6%
0.21%
+5.5%
Q2 2023$11,115,925
-9.7%
55,890
-13.9%
0.20%
-13.7%
Q1 2023$12,310,725
+43.5%
64,944
+39.0%
0.23%
+32.4%
Q4 2022$8,576,213
-23.5%
46,726
-28.8%
0.18%
-29.0%
Q3 2022$11,216,000
-19.7%
65,626
-17.3%
0.25%
-15.4%
Q2 2022$13,969,000
+4.9%
79,321
+26.6%
0.29%
+25.8%
Q1 2022$13,316,000
+13.0%
62,659
+20.2%
0.23%
+11.0%
Q4 2021$11,784,000
+6.6%
52,140
+3.2%
0.21%
+5.0%
Q3 2021$11,050,000
-1.3%
50,532
+1.6%
0.20%
-7.4%
Q2 2021$11,201,000
+37.2%
49,719
+30.4%
0.22%
+19.3%
Q1 2021$8,162,000
+23.3%
38,127
+12.1%
0.18%
+13.1%
Q4 2020$6,620,000
+48.5%
34,004
+17.3%
0.16%
+18.5%
Q3 2020$4,457,000
+8.1%
28,980
+2.4%
0.14%
-4.3%
Q2 2020$4,124,000
-66.2%
28,301
-61.6%
0.14%
-57.4%
Q4 2019$12,207,000
+20.3%
73,695
+11.8%
0.33%
-8.6%
Q3 2019$10,144,000
+12.5%
65,920
+9.7%
0.36%
+7.7%
Q2 2019$9,020,000
+230.5%
60,090
+236.4%
0.34%
+192.2%
Q1 2019$2,729,000
+77.8%
17,861
+53.6%
0.12%
+69.1%
Q4 2018$1,535,000
-29.8%
11,632
-13.5%
0.07%
-20.9%
Q3 2018$2,187,000
+5.3%
13,454
+0.9%
0.09%
-5.5%
Q2 2018$2,076,000
+3.1%
13,335
-2.7%
0.09%
-6.2%
Q1 2018$2,013,000
+8.9%
13,699
+9.5%
0.10%
+5.4%
Q4 2017$1,848,000
-12.8%
12,505
-16.6%
0.09%
-20.0%
Q3 2017$2,119,000
+68.7%
14,995
+61.9%
0.12%
+49.4%
Q2 2017$1,256,000
-26.6%
9,264
-27.8%
0.08%
-30.6%
Q1 2017$1,711,000
-5.7%
12,837
-8.7%
0.11%
-19.6%
Q4 2016$1,814,000
+123.1%
14,065
+111.4%
0.14%
+84.0%
Q3 2016$813,000
+7.5%
6,654
+2.7%
0.08%
-6.2%
Q4 2014$756,000
+4.6%
6,481
-0.8%
0.08%
+8.1%
Q3 2014$723,000
-4.2%
6,535
+1.4%
0.07%
-1.3%
Q2 2014$755,000
+10.2%
6,446
+6.4%
0.08%
+7.1%
Q1 2014$685,000
+11.0%
6,061
+7.9%
0.07%
+14.8%
Q4 2013$617,000
+3.4%
5,616
-3.6%
0.06%
-1.6%
Q3 2013$597,0005,8230.06%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2021
NameSharesValueWeighting ↓
Aufman Associates Inc 161,884$23,590,00026.77%
Chandler Asset Management, Inc. 294,740$42,950,00018.69%
Water Oak Advisors LLC 124,171$18,094,00018.46%
McCarthy Grittinger Financial Group, LLC 163,716$23,856,69614.15%
Acorns Advisers, LLC 2,390,400$348,329,00013.45%
BLUESTEM FINANCIAL ADVISORS, LLC 98,732$14,387,00013.16%
Emerson Wealth, LLC 119,166$17,365,00012.28%
Unified Trust Company, N.A. 101,312$14,763,00011.11%
Heartwood Wealth Advisors LLC 367,893$53,609,00010.61%
VISTA CAPITAL PARTNERS, INC. 363,565$52,979,00010.32%
View complete list of VANGUARD INDEX FDS shareholders