Annex Advisory Services, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,271 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 0.70 and the average weighting 0.9%.

Quarter-by-quarter ownership
Annex Advisory Services, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$38,752,870
-26.0%
204,965
-22.2%
2.34%
-19.4%
Q2 2023$52,402,518
-75.0%
263,474
-76.2%
2.91%
-74.1%
Q1 2023$209,590,944
+5.0%
1,105,670
+1.6%
11.23%
-0.2%
Q4 2022$199,701,936
+64.0%
1,088,056
+52.7%
11.25%
+37.1%
Q3 2022$121,754,000
+3.6%
712,384
+6.7%
8.21%
-3.3%
Q2 2022$117,570,000
+28.3%
667,595
+54.8%
8.49%
+26.7%
Q1 2022$91,623,000
+7.0%
431,125
+13.8%
6.70%
+14.3%
Q4 2021$85,593,000
+16.0%
378,715
+12.2%
5.87%
-2.8%
Q3 2021$73,802,000
+0.2%
337,600
+3.2%
6.04%
+1.1%
Q2 2021$73,684,000
+13.9%
327,042
+8.2%
5.97%
-4.1%
Q1 2021$64,702,000
+15.6%
302,233
+5.1%
6.23%
+13.6%
Q4 2020$55,976,000
+37.6%
287,528
+8.7%
5.48%
+5.7%
Q3 2020$40,668,000
+12.6%
264,422
+6.7%
5.18%
+3.0%
Q2 2020$36,113,000
+23.9%
247,826
-1.9%
5.04%
+22.0%
Q1 2020$29,154,000
-33.2%
252,547
-4.1%
4.13%
-21.9%
Q4 2019$43,625,000
+5.2%
263,371
-2.2%
5.29%
-5.1%
Q3 2019$41,460,000
-2.7%
269,412
-0.9%
5.57%
-7.1%
Q2 2019$42,596,000
-0.2%
271,906
-2.6%
6.00%
-6.2%
Q1 2019$42,660,000
+13.5%
279,187
-2.0%
6.39%
+7.8%
Q4 2018$37,602,000
-19.6%
284,887
-1.0%
5.93%
-18.0%
Q3 2018$46,775,000
+3.5%
287,701
-0.9%
7.23%
-6.2%
Q2 2018$45,199,000
+4.9%
290,351
-1.0%
7.70%
-1.7%
Q1 2018$43,085,000
-4.2%
293,255
-3.7%
7.84%
-7.8%
Q4 2017$44,987,000
+10.2%
304,378
+5.4%
8.50%
+1.7%
Q3 2017$40,822,000
+8.9%
288,860
+4.4%
8.36%
+0.5%
Q2 2017$37,498,000
+69.5%
276,658
+66.7%
8.32%
+51.4%
Q1 2017$22,125,000
+9.5%
166,001
+5.9%
5.50%
+12.0%
Q4 2016$20,214,000
+8.5%
156,744
+2.8%
4.91%
+1.3%
Q3 2016$18,622,000
+4.8%
152,416
-0.8%
4.84%
+0.6%
Q2 2016$17,773,000
+5.3%
153,639
+1.5%
4.82%
+0.5%
Q1 2016$16,882,000
-0.4%
151,422
-1.1%
4.79%
-3.5%
Q4 2015$16,945,000
+11.1%
153,153
+8.4%
4.96%
+0.2%
Q3 2015$15,246,000
-3.5%
141,235
+8.6%
4.96%
-2.1%
Q2 2015$15,800,000
+8.4%
130,077
+9.3%
5.06%
+7.9%
Q1 2015$14,581,000
+12.2%
118,973
+6.8%
4.69%
+15.8%
Q4 2014$12,996,000
+12.3%
111,398
+6.5%
4.05%
+3.5%
Q3 2014$11,576,000
+1.3%
104,638
+7.3%
3.92%
+0.4%
Q2 2014$11,425,000
+12.8%
97,550
+8.7%
3.90%
+3.6%
Q1 2014$10,133,000
+1343.4%
89,709
+1304.1%
3.77%
+1295.2%
Q4 2013$702,000
-0.6%
6,389
-7.2%
0.27%
-17.9%
Q3 2013$706,000
-22.8%
6,887
-29.4%
0.33%
-34.7%
Q2 2013$914,0009,7560.50%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
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