Fernwood Investment Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,271 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 0.70 and the average weighting 0.9%.

Quarter-by-quarter ownership
Fernwood Investment Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
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 Q4 2020
NameSharesValueWeighting ↓
Trinity Financial Advisors LLC 221,702$47,432,00033.22%
Aufman Associates Inc 143,772$32,389,00024.98%
Chandler Asset Management, Inc. 287,915$64,861,00016.94%
Emerson Wealth, LLC 109,699$24,713,00013.62%
BLUESTEM FINANCIAL ADVISORS, LLC 88,273$19,886,00013.40%
McCarthy Grittinger Financial Group, LLC 136,444$30,738,17213.37%
MBE Wealth Management, LLC 112,879$25,429,00013.17%
BCK Partners, Inc. 85,967$19,367,00012.81%
Axiom Financial Strategies, LLC 105,847$23,845,00011.00%
Ellenbecker Investment Group 142,982$32,211,00010.57%
View complete list of VANGUARD INDEX FDS shareholders