WOOSTER CORTHELL WEALTH MANAGEMENT, INC. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,621 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.31 and the average weighting 0.9%.

Quarter-by-quarter ownership
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$14,068,763
-3.3%
74,410
+1.8%
3.72%
+0.2%
Q2 2023$14,542,099
+6.7%
73,116
+1.7%
3.71%
+1.9%
Q1 2023$13,626,757
+3.5%
71,886
+0.2%
3.64%
-2.3%
Q4 2022$13,161,256
+3.6%
71,708
-3.5%
3.73%
-2.3%
Q3 2022$12,704,000
-2.6%
74,329
+0.4%
3.81%
+2.8%
Q2 2022$13,041,000
-13.1%
74,051
+4.8%
3.71%
-0.2%
Q1 2022$15,014,000
-2.3%
70,646
+3.9%
3.72%
+2.1%
Q4 2021$15,372,000
+6.0%
68,015
+2.5%
3.64%
+0.2%
Q3 2021$14,508,000
-0.9%
66,345
+2.0%
3.64%
-1.3%
Q2 2021$14,646,000
+4.6%
65,015
-0.6%
3.68%
-3.3%
Q1 2021$14,008,000
+8.1%
65,433
-1.7%
3.81%
+3.1%
Q4 2020$12,959,000
+25.8%
66,564
-0.6%
3.69%
+11.4%
Q3 2020$10,302,000
+6.7%
66,983
+1.1%
3.32%
-0.2%
Q2 2020$9,655,000
+27.7%
66,256
+1.2%
3.32%
+9.0%
Q1 2020$7,561,000
+4.2%
65,496
+49.6%
3.04%
+1.2%
Q4 2019$7,254,000
+8.4%
43,792
+0.7%
3.01%
+0.4%
Q3 2019$6,694,000
-0.1%
43,496
+1.6%
3.00%
-0.5%
Q2 2019$6,704,000
+4.1%
42,796
+1.6%
3.01%
+1.1%
Q1 2019$6,438,000
+20.2%
42,135
+3.8%
2.98%
-0.6%
Q4 2018$5,358,000
-19.8%
40,594
-1.2%
3.00%
-8.9%
Q3 2018$6,682,000
+7.2%
41,099
+2.7%
3.29%
+0.3%
Q2 2018$6,233,000
+7.5%
40,037
+1.4%
3.28%
+6.1%
Q1 2018$5,798,000
-4.9%
39,465
-4.3%
3.09%
-3.3%
Q4 2017$6,097,000
+6.4%
41,251
+1.7%
3.20%
+1.3%
Q3 2017$5,731,000
+2.9%
40,551
-1.3%
3.16%
-0.6%
Q2 2017$5,568,000
+7.9%
41,080
+6.1%
3.18%
+1.9%
Q1 2017$5,162,000
+11.7%
38,730
+8.1%
3.12%
+3.3%
Q4 2016$4,621,000
+9.1%
35,829
+3.4%
3.02%
+7.8%
Q3 2016$4,234,000
+8.4%
34,655
+2.6%
2.80%
+1.9%
Q2 2016$3,907,000
+434.5%
33,774
+414.8%
2.74%
+409.3%
Q1 2016$731,000
-19.1%
6,561
-19.7%
0.54%
-17.2%
Q4 2015$904,000
+7.5%
8,174
+4.9%
0.65%
+3.3%
Q3 2015$841,000
-11.9%
7,790
-0.9%
0.63%
-6.4%
Q2 2015$955,000
-4.9%
7,863
-4.0%
0.67%
-4.0%
Q1 2015$1,004,000
-2.8%
8,189
-7.5%
0.70%
-9.5%
Q4 2014$1,033,000
+5.4%
8,853
-0.0%
0.78%
+0.5%
Q3 2014$980,000
-5.5%
8,8560.0%0.77%
+9.4%
Q2 2014$1,037,000
+3.7%
8,8560.0%0.70%
-2.8%
Q1 2014$1,000,000
-49.9%
8,856
-51.2%
0.72%
-3.2%
Q4 2013$1,996,000
+114.4%
18,158
+100.0%
0.75%
+9.0%
Q3 2013$931,000
+8.1%
9,079
-1.2%
0.69%
-8.4%
Q2 2013$861,0009,1910.75%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Centered Wealth LLC dba Miller Equity Capital Advisors 258,800$49,058,03327.42%
Aufman Associates Inc 148,061$28,066,35423.89%
Investments & Financial Planning, LLC 103,364$19,593,70617.98%
MBE Wealth Management, LLC 140,161$26,568,89515.64%
Whelan Financial 122,311$23,185,25912.86%
Brown Financial Advisory 67,451$12,786,09512.31%
BLUESTEM FINANCIAL ADVISORS, LLC 103,905$19,696,30312.13%
Family Investment Center, Inc. 92,753$17,582,31212.08%
McCarthy Grittinger Financial Group, LLC 157,695$29,892,59111.85%
Chandler Asset Management, Inc. 262,837$49,823,32511.83%
View complete list of VANGUARD INDEX FDS shareholders