Waverly Advisors, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 671 filers reported holding VANGUARD INDEX FDS in Q1 2017. The put-call ratio across all filers is 6.30 and the average weighting 0.7%.

Quarter-by-quarter ownership
Waverly Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$3,765,788
-3.7%
19,917
+1.3%
0.16%
-4.7%
Q2 2023$3,912,455
+55.8%
19,671
+48.4%
0.17%
+31.3%
Q1 2023$2,511,929
+2.4%
13,251
-0.9%
0.13%
-3.7%
Q4 2022$2,453,838
+9.0%
13,369
+1.5%
0.14%
-13.9%
Q3 2022$2,251,000
+0.9%
13,169
+3.9%
0.16%
-22.5%
Q2 2022$2,232,000
-11.8%
12,672
+6.4%
0.20%
-4.7%
Q1 2022$2,532,000
-0.2%
11,912
-1.8%
0.21%
-2.3%
Q4 2021$2,538,000
-9.0%
12,134
+3.2%
0.22%
-8.0%
Q3 2021$2,788,000
+7.6%
11,762
+1.4%
0.24%
-0.4%
Q2 2021$2,591,000
-1.3%
11,602
-3.8%
0.24%
-7.7%
Q1 2021$2,624,000
-8.4%
12,059
-8.8%
0.26%
-14.0%
Q4 2020$2,866,000
+35.2%
13,222
-2.0%
0.30%
+6.7%
Q3 2020$2,120,000
+1.0%
13,493
+2.1%
0.28%
+3.7%
Q2 2020$2,098,000
+32.1%
13,216
-3.9%
0.27%
+1.5%
Q1 2020$1,588,000
-35.8%
13,757
-6.6%
0.27%
-17.5%
Q4 2019$2,472,000
+4.0%
14,736
-4.6%
0.32%
-4.7%
Q3 2019$2,377,000
-0.1%
15,447
+1.7%
0.34%
-3.7%
Q2 2019$2,379,000
+2.9%
15,188
+0.4%
0.35%
-1.1%
Q1 2019$2,311,000
+22.7%
15,123
+6.0%
0.36%
+8.8%
Q4 2018$1,884,000
-53.1%
14,273
-42.2%
0.33%
-44.5%
Q3 2018$4,018,000
+2.6%
24,714
-1.7%
0.59%
-2.6%
Q2 2018$3,915,000
+4.9%
25,151
-1.0%
0.61%
+1.0%
Q1 2018$3,733,000
-2.7%
25,406
-2.2%
0.60%
+10.2%
Q4 2017$3,838,000
+7.5%
25,966
+2.8%
0.55%
-29.3%
Q3 2017$3,570,000
+9.1%
25,259
+4.6%
0.77%
-5.8%
Q2 2017$3,273,000
+4.2%
24,145
+2.4%
0.82%
-0.7%
Q1 2017$3,142,000
+86.2%
23,571
+80.2%
0.83%
+32.1%
Q4 2016$1,687,000
+8.2%
13,082
+2.5%
0.63%
-3.7%
Q3 2016$1,559,000
+2.2%
12,762
-3.2%
0.65%
-5.9%
Q2 2016$1,525,000
+5.9%
13,186
+2.1%
0.69%
-21.5%
Q1 2016$1,440,000
+4.7%
12,917
+4.0%
0.88%
+47.1%
Q4 2015$1,375,000
+46.7%
12,426
+43.1%
0.60%
-7.3%
Q3 2015$937,000
-7.7%
8,681
+3.9%
0.65%
+3.5%
Q2 2015$1,015,000
+19.6%
8,356
+20.7%
0.62%
+45.5%
Q1 2015$849,000
+10.0%
6,923
+4.6%
0.43%
+10.6%
Q4 2014$772,000
+13.9%
6,616
+8.0%
0.39%
+5.7%
Q3 2014$678,000
-41.9%
6,125
-38.5%
0.37%
-24.3%
Q2 2014$1,167,000
+27.5%
9,961
+22.9%
0.48%
+17.1%
Q1 2014$915,000
+8.7%
8,104
+5.9%
0.41%
+39.9%
Q4 2013$842,000
+8.4%
7,655
+1.0%
0.30%
-25.4%
Q3 2013$777,000
+12.3%
7,579
+2.6%
0.40%
-0.5%
Q2 2013$692,0007,3860.40%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2017
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