Fernwood Investment Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,097 filers reported holding VANGUARD INDEX FDS in Q2 2020. The put-call ratio across all filers is 0.55 and the average weighting 0.8%.

Quarter-by-quarter ownership
Fernwood Investment Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$256,197
-11.4%
1,175
-7.1%
0.08%
-6.0%
Q1 2024$289,166
-4.9%
1,265
-11.3%
0.08%
-16.0%
Q4 2023$304,209
+9.1%
1,426
-3.3%
0.10%0.0%
Q3 2023$278,725
+25.3%
1,474
+31.8%
0.10%
+26.6%
Q2 2023$222,359
+7.3%
1,118
+2.3%
0.08%
-1.2%
Q1 2023$207,189
-4.1%
1,093
+14.5%
0.08%
+12.7%
Q4 2021$216,000
-1.8%
955
-5.0%
0.07%
-6.6%
Q3 2021$220,000
-6.0%
1,005
-3.4%
0.08%
-1.3%
Q2 2021$234,000
+0.4%
1,040
-4.6%
0.08%
-10.5%
Q1 2021$233,000
-5.7%
1,090
-14.2%
0.09%
-11.3%
Q4 2020$247,000
+20.5%
1,270
-4.5%
0.10%0.0%
Q3 2020$205,000
-3.3%
1,330
-8.5%
0.10%
-7.6%
Q2 2020$212,000
-6.6%
1,453
+5.8%
0.10%
-3.7%
Q4 2019$227,000
+7.6%
1,373
+0.2%
0.11%
+3.8%
Q3 2019$211,000
-1.9%
1,3700.0%0.10%
-11.0%
Q2 2019$215,000
-2.7%
1,370
-5.2%
0.12%0.0%
Q1 2019$221,0001,4450.12%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2020
NameSharesValueWeighting ↓
Centered Wealth LLC dba Miller Equity Capital Advisors 295,404$64,409,77926.79%
Aufman Associates Inc 149,181$32,527,41323.15%
Investments & Financial Planning, LLC 152,955$33,350,40822.39%
MBE Wealth Management, LLC 116,944$25,498,45115.44%
Brown Financial Advisory 78,310$17,074,64113.13%
Whelan Financial 131,262$28,620,35012.78%
Chandler Asset Management, Inc. 285,830$62,322,37312.63%
BLUESTEM FINANCIAL ADVISORS, LLC 113,418$24,729,60712.50%
McCarthy Grittinger Financial Group, LLC 165,515$36,091,88911.39%
BCK Partners, Inc. 100,048$21,814,53111.28%
View complete list of VANGUARD INDEX FDS shareholders