Segment Wealth 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
Segment Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$648,719
+3.9%
3,431
+9.3%
0.07%
+3.1%
Q2 2023$624,368
+5.1%
3,139
+0.2%
0.06%
-4.5%
Q1 2023$593,809
+3.5%
3,133
+0.2%
0.07%
+1.5%
Q4 2022$573,664
+7.6%
3,126
+0.3%
0.07%
-1.5%
Q3 2022$533,000
-14.4%
3,116
-12.0%
0.07%
-15.2%
Q2 2022$623,000
-17.0%
3,539
+0.1%
0.08%
+2.6%
Q1 2022$751,000
+7.3%
3,534
+14.0%
0.08%
+5.5%
Q4 2021$700,000
+3.6%
3,099
+0.3%
0.07%
-8.8%
Q3 2021$676,000
-2.7%
3,091
+0.1%
0.08%
-2.4%
Q2 2021$695,000
+5.3%
3,087
+0.2%
0.08%
-6.8%
Q1 2021$660,000
+10.2%
3,082
+0.1%
0.09%
+2.3%
Q4 2020$599,000
+27.2%
3,078
+0.5%
0.09%
+13.2%
Q3 2020$471,000
+5.6%
3,064
+0.1%
0.08%
-7.3%
Q2 2020$446,000
+26.3%
3,0610.0%0.08%
+3.8%
Q1 2020$353,000
-30.2%
3,061
+0.2%
0.08%
-7.1%
Q4 2019$506,000
+136.4%
3,054
+119.9%
0.08%
+102.4%
Q3 2019$214,000
-1.8%
1,3890.0%0.04%
-4.5%
Q2 2019$218,000
+2.8%
1,3890.0%0.04%
-2.2%
Q1 2019$212,000
-6.2%
1,3890.0%0.04%
-8.2%
Q3 2018$226,000
+4.6%
1,3890.0%0.05%
-3.9%
Q2 2018$216,000
+5.9%
1,3890.0%0.05%0.0%
Q1 2018$204,000
-0.5%
1,3890.0%0.05%
+2.0%
Q4 2017$205,0001,3890.05%
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