Chicago Partners Investment Group LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,373 filers reported holding VANGUARD INDEX FDS in Q2 2021. The put-call ratio across all filers is 0.35 and the average weighting 0.9%.

Quarter-by-quarter ownership
Chicago Partners Investment Group LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$18,444,048
-5.8%
103,218
+8.1%
1.00%
-2.3%
Q2 2023$19,580,040
+25.0%
95,480
+14.9%
1.02%
+11.4%
Q1 2023$15,659,840
+2.6%
83,089
+12.1%
0.91%
-2.1%
Q4 2022$15,256,811
+10.1%
74,134
-0.9%
0.93%
-5.6%
Q3 2022$13,853,000
+0.4%
74,819
+5.6%
0.99%
-1.0%
Q2 2022$13,798,000
+7.1%
70,834
+2.0%
1.00%
+1.6%
Q1 2022$12,882,000
-8.3%
69,436
+2.8%
0.98%
-1.3%
Q4 2021$14,052,000
-3.9%
67,533
+9.5%
1.00%
-2.8%
Q3 2021$14,620,000
-45.4%
61,677
-49.1%
1.02%
+3.1%
Q2 2021$26,756,000
+106.6%
121,268
+110.9%
0.99%
-7.0%
Q1 2021$12,953,000
+7.0%
57,508
-1.1%
1.07%
-6.9%
Q4 2020$12,110,000
+36.0%
58,121
+6.7%
1.15%
+8.9%
Q3 2020$8,902,000
+9.4%
54,452
+1.5%
1.05%
+3.6%
Q2 2020$8,139,000
+42.4%
53,655
+17.2%
1.02%
+15.2%
Q1 2020$5,717,000
-27.3%
45,775
-1.1%
0.88%
-8.7%
Q4 2019$7,861,000
+17.3%
46,294
+7.5%
0.97%
+2.4%
Q3 2019$6,701,000
-0.9%
43,053
-0.2%
0.94%
-2.7%
Q2 2019$6,760,000
+0.7%
43,154
+0.3%
0.97%
-2.4%
Q1 2019$6,715,000
+7.5%
43,042
-3.0%
0.99%
+7.2%
Q4 2018$6,248,000
+40.8%
44,371
+42.4%
0.93%
+40.2%
Q3 2018$4,438,000
-8.4%
31,155
+0.1%
0.66%
-12.1%
Q2 2018$4,846,000
+5.2%
31,129
-0.7%
0.75%
-4.8%
Q1 2018$4,606,000
-1.0%
31,349
-0.4%
0.79%
+3.8%
Q4 2017$4,653,000
+1.2%
31,479
-3.3%
0.76%
-3.1%
Q3 2017$4,599,000
+194.8%
32,542
+173.9%
0.78%
+92.9%
Q2 2017$1,560,000
-59.5%
11,881
-58.9%
0.41%
-62.7%
Q1 2017$3,849,000
+28.8%
28,877
+24.6%
1.09%
+0.1%
Q4 2016$2,988,000
+6.9%
23,167
+1.2%
1.09%
-2.0%
Q3 2016$2,796,000
+1.6%
22,887
-3.8%
1.11%
-16.2%
Q2 2016$2,752,000
-8.8%
23,787
-12.1%
1.32%
-15.3%
Q1 2016$3,018,000
-1.9%
27,072
-2.7%
1.56%
+6.5%
Q4 2015$3,078,000
+23.5%
27,821
+20.5%
1.47%
+5.7%
Q3 2015$2,492,000
-8.9%
23,086
+2.5%
1.39%
+11.7%
Q2 2015$2,736,000
-1.9%
22,524
-5.8%
1.24%
+1.1%
Q1 2015$2,789,000
+5.1%
23,913
+5.1%
1.23%
+9.5%
Q4 2014$2,654,00022,7621.12%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2021
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