Lenox Wealth Advisors, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 369 filers reported holding VANGUARD INDEX FDS in Q1 2014. The put-call ratio across all filers is 0.55 and the average weighting 0.7%.

Quarter-by-quarter ownership
Lenox Wealth Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q1 2022$3,0000.0%150.0%0.00%
Q4 2021$3,0000.0%150.0%0.00%
Q3 2021$3,000
-40.0%
15
-31.8%
0.00%
-100.0%
Q2 2021$5,0000.0%220.0%0.00%0.0%
Q1 2021$5,000
+25.0%
22
+22.2%
0.00%0.0%
Q4 2020$4,00018
+500.0%
0.00%
Q3 2020$030.0%0.00%
Q2 2020$030.0%0.00%
Q1 2020$0
-100.0%
3
-92.1%
0.00%
-100.0%
Q4 2019$6,000
-88.5%
38
-88.6%
0.00%
-88.9%
Q2 2019$52,000
-76.1%
332
-76.8%
0.01%
-78.0%
Q1 2019$218,000
+13.5%
1,428
-1.6%
0.04%0.0%
Q4 2018$192,000
-17.2%
1,451
+1.5%
0.04%
-12.8%
Q3 2018$232,000
+4.0%
1,4300.0%0.05%
-4.1%
Q2 2018$223,000
+6.2%
1,4300.0%0.05%0.0%
Q1 2018$210,000
-0.5%
1,4300.0%0.05%
-16.9%
Q4 2017$211,000
+17.2%
1,430
+12.1%
0.06%
+7.3%
Q3 2017$180,000
+20.8%
1,276
+16.4%
0.06%
+12.2%
Q2 2017$149,000
+2.1%
1,0960.0%0.05%
+11.4%
Q1 2017$146,000
+3.5%
1,0960.0%0.04%
-2.2%
Q4 2016$141,000
+5.2%
1,0960.0%0.04%
+12.5%
Q3 2016$134,000
+5.5%
1,0960.0%0.04%
+8.1%
Q2 2016$127,000
-2.3%
1,096
-5.9%
0.04%
-5.1%
Q1 2016$130,000
+0.8%
1,1650.0%0.04%
-4.9%
Q4 2015$129,000
+2.4%
1,1650.0%0.04%
-8.9%
Q3 2015$126,000
-31.5%
1,165
-23.1%
0.04%
-43.0%
Q2 2015$184,000
-1.6%
1,515
-0.5%
0.08%
+5.3%
Q1 2015$187,000
+10.7%
1,523
+5.3%
0.08%
+7.1%
Q4 2014$169,000
+5.6%
1,4460.0%0.07%
-1.4%
Q3 2014$160,000
-4.2%
1,4460.0%0.07%
-5.3%
Q2 2014$167,000
+1.2%
1,4460.0%0.08%
-22.7%
Q1 2014$165,0001,4460.10%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2014
NameSharesValueWeighting ↓
Aufman Associates Inc 161,884$23,590,00026.77%
Chandler Asset Management, Inc. 294,740$42,950,00018.69%
Water Oak Advisors LLC 124,171$18,094,00018.46%
McCarthy Grittinger Financial Group, LLC 163,716$23,856,69614.15%
Acorns Advisers, LLC 2,390,400$348,329,00013.45%
BLUESTEM FINANCIAL ADVISORS, LLC 98,732$14,387,00013.16%
Emerson Wealth, LLC 119,166$17,365,00012.28%
Unified Trust Company, N.A. 101,312$14,763,00011.11%
Heartwood Wealth Advisors LLC 367,893$53,609,00010.61%
VISTA CAPITAL PARTNERS, INC. 363,565$52,979,00010.32%
View complete list of VANGUARD INDEX FDS shareholders