Somerset Group LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 688 filers reported holding VANGUARD INDEX FDS in Q3 2017. The put-call ratio across all filers is 0.25 and the average weighting 0.8%.

Quarter-by-quarter ownership
Somerset Group LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$929,468
-4.3%
4,916
+0.7%
0.88%
+7.8%
Q2 2023$970,782
+7.4%
4,881
+2.4%
0.81%
+3.3%
Q1 2023$903,822
+3.1%
4,768
-0.2%
0.79%
+1.7%
Q4 2022$876,954
+6.9%
4,778
-0.5%
0.77%
+3.2%
Q3 2022$820,000
-3.0%
4,8000.0%0.75%
+2.6%
Q2 2022$845,000
-17.9%
4,800
-0.9%
0.73%
-0.9%
Q1 2022$1,029,000
-5.3%
4,842
+0.7%
0.74%
+0.5%
Q4 2021$1,087,000
+4.1%
4,810
+0.7%
0.73%
-2.9%
Q3 2021$1,044,000
-2.2%
4,776
+0.8%
0.76%
-0.9%
Q2 2021$1,067,000
+5.9%
4,737
+0.6%
0.76%
+0.3%
Q1 2021$1,008,000
+10.0%
4,7070.0%0.76%
+4.0%
Q4 2020$916,000
+27.4%
4,707
+0.7%
0.73%
+12.3%
Q3 2020$719,000
-99.9%
4,6730.0%0.65%
-2.4%
Q2 2020$680,950,000
+110443.8%
4,673
-12.5%
0.67%
-5.9%
Q1 2020$616,000
-30.0%
5,339
+0.5%
0.71%
-7.4%
Q4 2019$880,000
-19.1%
5,315
-24.8%
0.77%
-17.3%
Q3 2019$1,088,000
-5.1%
7,072
-3.4%
0.93%
-4.8%
Q2 2019$1,147,000
+1.1%
7,319
-1.4%
0.97%
+2.3%
Q1 2019$1,134,000
+6.4%
7,424
-8.0%
0.95%
-11.9%
Q4 2018$1,066,000
-18.9%
8,073
-0.1%
1.08%
+2.3%
Q3 2018$1,314,000
+4.3%
8,080
-0.2%
1.06%
-2.8%
Q2 2018$1,260,000
+4.7%
8,095
-1.2%
1.09%
+0.2%
Q1 2018$1,204,000
-6.9%
8,195
-6.3%
1.08%
+0.3%
Q4 2017$1,293,000
+31.8%
8,745
+26.0%
1.08%
+20.8%
Q3 2017$981,000
+4.7%
6,940
+0.4%
0.90%
+3.1%
Q2 2017$937,000
+1.2%
6,910
-0.6%
0.87%
-0.9%
Q1 2017$926,000
+4.5%
6,950
+1.2%
0.88%
-0.1%
Q4 2016$886,000
+16.4%
6,870
+10.3%
0.88%
+12.3%
Q3 2016$761,000
+5.5%
6,2310.0%0.78%
+3.4%
Q2 2016$721,000
-2.8%
6,231
-6.4%
0.76%
-6.3%
Q1 2016$742,0000.0%6,658
-0.7%
0.81%
+2.5%
Q4 2015$742,000
+5.0%
6,708
+2.4%
0.79%
+2.2%
Q3 2015$707,000
-11.7%
6,550
-0.7%
0.77%
+0.7%
Q2 2015$801,000
-11.4%
6,595
-10.5%
0.76%
-5.6%
Q1 2015$904,000
+6.0%
7,372
+0.8%
0.81%
+6.6%
Q4 2014$853,000
+8.4%
7,312
+2.8%
0.76%
+4.5%
Q3 2014$787,000
-5.5%
7,1160.0%0.73%
-4.1%
Q2 2014$833,000
+13.2%
7,116
+9.2%
0.76%
+7.7%
Q1 2014$736,000
+2.6%
6,5190.0%0.70%
+25.3%
Q4 2013$717,0006,5190.56%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2017
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