Gradient Investments LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,505 filers reported holding VANGUARD INDEX FDS in Q3 2022. The put-call ratio across all filers is 0.34 and the average weighting 0.9%.

Quarter-by-quarter ownership
Gradient Investments LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$15,146
-0.3%
80
+5.3%
0.00%
Q2 2023$15,188
+516.4%
76
+484.6%
0.00%
Q1 2023$2,464
-61.6%
13
-62.9%
0.00%
Q4 2022$6,424
-64.3%
35
-66.3%
0.00%
-100.0%
Q3 2022$18,000
-65.4%
104
-64.5%
0.00%
-50.0%
Q2 2022$52,000
+5100.0%
293
+4085.7%
0.00%
Q1 2022$1,000
-50.0%
70.0%0.00%
Q4 2021$2,000
-98.1%
7
-98.6%
0.00%
-100.0%
Q1 2021$107,000
+5250.0%
500
+4445.5%
0.00%
Q4 2020$2,0000.0%110.0%0.00%
Q3 2020$2,0000.0%11
-15.4%
0.00%
Q4 2019$2,000
-75.0%
13
-74.0%
0.00%
Q3 2019$8,000
+100.0%
50
+47.1%
0.00%
Q4 2018$4,000
-50.0%
34
-32.0%
0.00%
Q3 2018$8,0000.0%500.0%0.00%
Q2 2018$8,000
-74.2%
50
-76.3%
0.00%
-100.0%
Q1 2018$31,000
+19.2%
211
+20.6%
0.00%0.0%
Q4 2017$26,000
+420.0%
175
+373.0%
0.00%
Q2 2017$5,000
-82.8%
37
-82.7%
0.00%
-100.0%
Q1 2017$29,000
+20.8%
214
+14.4%
0.00%0.0%
Q4 2016$24,000
+84.6%
187
+81.6%
0.00%
+100.0%
Q3 2016$13,000
-69.8%
103
-72.5%
0.00%
-80.0%
Q2 2016$43,000
+437.5%
375
+400.0%
0.01%
+400.0%
Q3 2014$8,000
+700.0%
75
+581.8%
0.00%
Q2 2014$1,000
-50.0%
11
-45.0%
0.00%
-100.0%
Q4 2013$2,000200.00%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2022
NameSharesValueWeighting ↓
Trinity Financial Advisors LLC 214,530$45,776,00030.62%
Aufman Associates Inc 142,058$31,064,00025.55%
Chandler Asset Management, Inc. 284,345$62,178,00016.28%
MBE Wealth Management, LLC 122,106$26,701,00013.60%
Emerson Wealth, LLC 109,619$23,970,00013.36%
BLUESTEM FINANCIAL ADVISORS, LLC 90,893$19,876,00012.99%
McCarthy Grittinger Financial Group, LLC 151,364$33,098,74212.73%
BCK Partners, Inc. 88,920$19,444,00012.35%
Ellenbecker Investment Group 155,596$34,024,00010.64%
Whelan Financial 51,149$11,185,00010.22%
View complete list of VANGUARD INDEX FDS shareholders