FineMark National Bank & Trust - 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
FineMark National Bank & Trust ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,510,102
+21.5%
7,987
+27.8%
0.07%
+29.4%
Q2 2023$1,242,863
-16.2%
6,249
-20.1%
0.05%
-19.0%
Q1 2023$1,482,548
+3.7%
7,821
+0.4%
0.06%
-1.6%
Q4 2022$1,430,327
-6.9%
7,793
-13.3%
0.06%
-13.5%
Q3 2022$1,537,000
-1.0%
8,993
+2.0%
0.07%
+7.2%
Q2 2022$1,552,000
-12.9%
8,815
+5.1%
0.07%
-1.4%
Q1 2022$1,782,000
-2.5%
8,387
+3.7%
0.07%
+1.4%
Q4 2021$1,828,000
-7.8%
8,087
-10.8%
0.07%
-17.9%
Q3 2021$1,982,000
-3.6%
9,064
-0.7%
0.08%0.0%
Q2 2021$2,056,000
+28.8%
9,128
+22.4%
0.08%
+25.4%
Q1 2021$1,596,000
+7.3%
7,455
-2.4%
0.07%0.0%
Q4 2020$1,488,000
+27.1%
7,641
+0.3%
0.07%
+17.5%
Q3 2020$1,171,000
+6.5%
7,616
+0.9%
0.06%
-6.6%
Q2 2020$1,100,000
+46.3%
7,549
+15.9%
0.06%
+29.8%
Q1 2020$752,000
-30.0%
6,515
+0.5%
0.05%
-13.0%
Q4 2019$1,074,000
+12.8%
6,481
+4.8%
0.05%
+5.9%
Q3 2019$952,000
+19.9%
6,187
+22.1%
0.05%
+15.9%
Q2 2019$794,000
+6.7%
5,067
+4.1%
0.04%
+2.3%
Q1 2019$744,000
+23.0%
4,869
+6.2%
0.04%
+4.9%
Q4 2018$605,000
-10.4%
4,586
+10.5%
0.04%0.0%
Q3 2018$675,000
+2.6%
4,151
-1.8%
0.04%
+2.5%
Q2 2018$658,000
+6.0%
4,2260.0%0.04%0.0%
Q1 2018$621,000
-0.6%
4,2260.0%0.04%0.0%
Q4 2017$625,000
+14.9%
4,226
+9.8%
0.04%
+11.1%
Q3 2017$544,000
+37.0%
3,848
+31.3%
0.04%
+24.1%
Q2 2017$397,000
+1.5%
2,9300.0%0.03%0.0%
Q1 2017$391,000
+7720.0%
2,930
+6714.0%
0.03%
+2800.0%
Q3 2016$5,000
-28.6%
43
-28.3%
0.00%0.0%
Q1 2016$7,0000.0%600.0%0.00%0.0%
Q4 2015$7,000
-22.2%
60
-29.4%
0.00%
-50.0%
Q3 2013$9,000
+12.5%
850.0%0.00%0.0%
Q2 2013$8,000850.00%
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