Perigon Wealth Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 925 filers reported holding VANGUARD INDEX FDS in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Perigon Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$11,328,422
-50.2%
59,916
-47.6%
0.46%
+2.7%
Q2 2023$22,734,914
+366.6%
114,310
+344.7%
0.45%
+61.4%
Q1 2023$4,872,598
-2.5%
25,705
-5.6%
0.28%
+78.7%
Q4 2022$4,997,501
+97.1%
27,228
+83.5%
0.16%
-29.2%
Q3 2022$2,536,000
+7.4%
14,838
+10.7%
0.22%
+11.2%
Q2 2022$2,361,000
+35.1%
13,406
+63.0%
0.20%
+58.9%
Q1 2022$1,748,000
+37.5%
8,227
+46.3%
0.12%
+36.3%
Q4 2021$1,271,000
+24.4%
5,623
+20.3%
0.09%
+2.2%
Q3 2021$1,022,000
+28.9%
4,673
+32.7%
0.09%
+25.4%
Q2 2021$793,000
+5.2%
3,522
-0.1%
0.07%
-7.8%
Q1 2021$754,000
+14.8%
3,524
+4.4%
0.08%
+1.3%
Q4 2020$657,000
+28.6%
3,377
+1.7%
0.08%
+7.0%
Q3 2020$511,000
+6.2%
3,321
+0.6%
0.07%
-6.6%
Q2 2020$481,000
+5.5%
3,301
-9.0%
0.08%
-10.6%
Q1 2020$456,000
-8.6%
3,627
+20.3%
0.08%
-16.7%
Q4 2019$499,000
+101.2%
3,015
+87.3%
0.10%
+75.9%
Q3 2019$248,000
-25.7%
1,610
-24.4%
0.06%
-25.6%
Q2 2019$334,000
+1.5%
2,129
+1.6%
0.08%
+1.3%
Q1 2019$329,000
+8.2%
2,0950.0%0.08%
-1.3%
Q4 2018$304,000
-21.9%
2,095
-12.1%
0.08%
-18.8%
Q3 2018$389,000
+20.1%
2,384
+14.7%
0.10%
-1.0%
Q2 2018$324,000
+6.2%
2,0790.0%0.10%
-13.4%
Q1 2018$305,000
-18.9%
2,079
-18.2%
0.11%
-20.0%
Q4 2017$376,000
+152.3%
2,542
+141.4%
0.14%
+191.7%
Q3 2017$149,000
+2.8%
1,053
-1.7%
0.05%
+50.0%
Q2 2017$145,000
-38.0%
1,071
-39.0%
0.03%
-36.0%
Q1 2017$234,000
-7.5%
1,756
-6.3%
0.05%
-9.1%
Q4 2016$253,000
+11.0%
1,875
+0.5%
0.06%
-6.8%
Q3 2016$228,000
+5.6%
1,8660.0%0.06%
+3.5%
Q2 2016$216,000
+4.9%
1,8660.0%0.06%0.0%
Q4 2015$206,000
+1.5%
1,8660.0%0.06%
-5.0%
Q3 2015$203,000
-12.5%
1,866
-2.4%
0.06%
-1.6%
Q2 2015$232,000
-22.9%
1,911
-22.2%
0.06%
-26.5%
Q1 2015$301,000
+5.2%
2,4550.0%0.08%
-3.5%
Q4 2014$286,000
+1.8%
2,455
-3.3%
0.09%
+2.4%
Q3 2014$281,000
-4.7%
2,538
+0.7%
0.08%0.0%
Q2 2014$295,000
+8.5%
2,520
+1.8%
0.08%
-44.4%
Q4 2013$272,000
-89.3%
2,475
-83.3%
0.15%
-31.1%
Q3 2011$2,536,00014,8380.22%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2018
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