EP Wealth Advisors, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 958 filers reported holding VANGUARD INDEX FDS in Q2 2019. The put-call ratio across all filers is 0.46 and the average weighting 0.7%.

Quarter-by-quarter ownership
EP Wealth Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$18,816,856
-5.3%
99,523
+184.9%
0.29%
+1.7%
Q2 2023$19,879,576
+6454.6%
34,927
+1947.3%
0.29%
+5640.0%
Q1 2023$303,290
-98.4%
1,706
-98.4%
0.01%
-98.6%
Q4 2022$19,516,227
+2.3%
106,332
-4.8%
0.35%
-18.7%
Q3 2022$19,082,000
-3.3%
111,650
-0.4%
0.43%
-2.7%
Q2 2022$19,741,000
-20.0%
112,093
-3.5%
0.44%
-17.9%
Q1 2022$24,673,000
-6.9%
116,099
-1.0%
0.54%
-13.6%
Q4 2021$26,513,000
+1.1%
117,309
-2.2%
0.63%
-12.8%
Q3 2021$26,224,000
-7.9%
119,926
-5.2%
0.72%
-9.0%
Q2 2021$28,487,000
+3.2%
126,454
-2.0%
0.79%
-10.0%
Q1 2021$27,611,000
+33.1%
128,975
+21.1%
0.88%
+20.4%
Q4 2020$20,742,000
+15.7%
106,544
-8.6%
0.73%
-5.4%
Q3 2020$17,920,000
-72.7%
116,514
-74.1%
0.77%
-72.5%
Q2 2020$65,554,000
-19.5%
449,864
-36.2%
2.80%
-29.7%
Q1 2020$81,404,000
-24.3%
705,163
+8.6%
3.98%
-10.0%
Q4 2019$107,549,000
+12.2%
649,295
+4.2%
4.43%
-6.8%
Q3 2019$95,867,000
+10.8%
622,957
+12.8%
4.75%
-12.1%
Q2 2019$86,548,000
+11.5%
552,456
+8.8%
5.41%
-27.6%
Q1 2019$77,622,000
+19.6%
507,997
+3.3%
7.46%
+49.1%
Q4 2018$64,905,000
-19.3%
491,742
-0.6%
5.01%
-20.3%
Q3 2018$80,412,000
+5.2%
494,597
+0.7%
6.28%
-12.9%
Q2 2018$76,422,000
+11.7%
490,922
+5.5%
7.21%
+9.1%
Q1 2018$68,397,000
+6.1%
465,540
+6.7%
6.61%
-2.8%
Q4 2017$64,465,000
+11.0%
436,165
+6.1%
6.80%
+1.4%
Q3 2017$58,101,000
+13.2%
411,133
+8.6%
6.71%
+6.7%
Q2 2017$51,307,000
+14.9%
378,535
+12.9%
6.29%
+2.1%
Q1 2017$44,673,000335,1856.16%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2019
NameSharesValueWeighting ↓
Aufman Associates Inc 144,136$25,384,00024.13%
Investments & Financial Planning, LLC 89,095$15,691,00016.17%
Centered Wealth LLC dba Miller Equity Capital Advisors 106,534$18,762,00016.02%
MBE Wealth Management, LLC 126,873$22,344,00015.59%
Chandler Asset Management, Inc. 297,125$52,326,675,00014.79%
Scott Capital Advisors, LLC 112,455$19,804,00013.40%
Whelan Financial 106,846$18,817,00012.73%
Emerson Wealth, LLC 109,251$19,240,00012.60%
BLUESTEM FINANCIAL ADVISORS, LLC 97,848$17,232,00011.98%
BCK Partners, Inc. 93,787$16,517,00011.56%
View complete list of VANGUARD INDEX FDS shareholders