VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 46 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2023 | $18,004,080 | +15.5% | 84,395 | +2.4% | 0.62% | -2.5% |
Q3 2023 | $15,584,604 | -2.1% | 82,428 | +3.0% | 0.64% | -5.6% |
Q2 2023 | $15,911,180 | +4.9% | 80,000 | +0.0% | 0.68% | -4.0% |
Q1 2023 | $15,161,500 | +11.6% | 79,983 | +8.0% | 0.70% | +0.1% |
Q4 2022 | $13,591,519 | +11.4% | 74,052 | +3.7% | 0.70% | -1.1% |
Q3 2022 | $12,205,000 | -10.6% | 71,410 | -7.9% | 0.71% | -16.1% |
Q2 2022 | $13,653,000 | -5.1% | 77,527 | +14.5% | 0.85% | +28.6% |
Q1 2022 | $14,383,000 | +34.5% | 67,680 | +43.0% | 0.66% | +24.2% |
Q4 2021 | $10,696,000 | +14.6% | 47,323 | +10.8% | 0.53% | -26.4% |
Q3 2021 | $9,336,000 | +3.1% | 42,695 | +6.2% | 0.72% | -2.2% |
Q2 2021 | $9,058,000 | +6.3% | 40,206 | +1.0% | 0.74% | -13.1% |
Q1 2021 | $8,521,000 | +9.9% | 39,803 | -0.0% | 0.85% | -8.7% |
Q4 2020 | $7,752,000 | +21.7% | 39,822 | -3.9% | 0.93% | -0.2% |
Q3 2020 | $6,372,000 | +4.3% | 41,429 | -1.2% | 0.93% | -2.6% |
Q2 2020 | $6,111,000 | +38.5% | 41,934 | +9.7% | 0.96% | +28.7% |
Q1 2020 | $4,413,000 | +62.7% | 38,228 | +133.4% | 0.74% | +60.3% |
Q4 2019 | $2,713,000 | +5.8% | 16,382 | -1.7% | 0.46% | -0.2% |
Q3 2019 | $2,565,000 | -2.8% | 16,670 | -1.0% | 0.46% | -1.9% |
Q2 2019 | $2,638,000 | +2.8% | 16,840 | +0.3% | 0.47% | -2.3% |
Q1 2019 | $2,565,000 | +11.6% | 16,784 | -3.6% | 0.48% | +3.9% |
Q4 2018 | $2,299,000 | -21.0% | 17,418 | -2.6% | 0.47% | -26.7% |
Q3 2018 | $2,909,000 | -42.2% | 17,892 | -49.8% | 0.64% | -50.9% |
Q3 2017 | $5,034,000 | +1.3% | 35,622 | -2.8% | 1.30% | -3.4% |
Q2 2017 | $4,967,000 | +1.2% | 36,645 | -0.5% | 1.34% | -5.6% |
Q1 2017 | $4,909,000 | -1.9% | 36,830 | -5.0% | 1.42% | -5.3% |
Q4 2016 | $5,002,000 | +4.4% | 38,787 | -1.1% | 1.50% | -2.6% |
Q3 2016 | $4,791,000 | +4.6% | 39,213 | -1.0% | 1.54% | -2.2% |
Q2 2016 | $4,582,000 | +3.3% | 39,605 | -0.2% | 1.57% | -0.9% |
Q1 2016 | $4,436,000 | -31.1% | 39,699 | -31.8% | 1.59% | -43.1% |
Q4 2015 | $6,439,000 | -6.2% | 58,197 | -8.4% | 2.79% | -13.1% |
Q3 2015 | $6,862,000 | +2.3% | 63,567 | +15.1% | 3.21% | -3.3% |
Q2 2015 | $6,709,000 | +0.7% | 55,234 | +1.6% | 3.32% | +49.4% |
Q1 2015 | $6,665,000 | +9.0% | 54,384 | +3.8% | 2.22% | +5.4% |
Q4 2014 | $6,112,000 | +20.0% | 52,389 | +13.8% | 2.11% | +11.6% |
Q3 2014 | $5,092,000 | -3.4% | 46,028 | +2.2% | 1.89% | -2.8% |
Q2 2014 | $5,273,000 | +19.8% | 45,022 | +13.6% | 1.94% | +8.6% |
Q1 2014 | $4,400,000 | +0.1% | 39,627 | -0.8% | 1.79% | -7.0% |
Q4 2013 | $4,394,000 | +13.1% | 39,960 | +5.4% | 1.92% | +2.7% |
Q3 2013 | $3,885,000 | +16.3% | 37,908 | +6.3% | 1.87% | +4.9% |
Q2 2013 | $3,341,000 | – | 35,657 | – | 1.78% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Centered Wealth LLC dba Miller Equity Capital Advisors | 258,800 | $49,058,033 | 27.42% |
Aufman Associates Inc | 148,061 | $28,066,354 | 23.89% |
Investments & Financial Planning, LLC | 103,364 | $19,593,706 | 17.98% |
MBE Wealth Management, LLC | 140,161 | $26,568,895 | 15.64% |
Whelan Financial | 122,311 | $23,185,259 | 12.86% |
Brown Financial Advisory | 67,451 | $12,786,095 | 12.31% |
BLUESTEM FINANCIAL ADVISORS, LLC | 103,905 | $19,696,303 | 12.13% |
Family Investment Center, Inc. | 92,753 | $17,582,312 | 12.08% |
McCarthy Grittinger Financial Group, LLC | 157,695 | $29,892,591 | 11.85% |
Chandler Asset Management, Inc. | 262,837 | $49,823,325 | 11.83% |