Circle 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
Circle Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$43,130,649
+3683.3%
228,120
+3879.8%
1.08%
+611.9%
Q2 2023$1,140,038
+4.9%
5,7320.0%0.15%
-3.8%
Q1 2023$1,086,558
+3.3%
5,7320.0%0.16%
-3.7%
Q4 2022$1,052,051
+7.4%
5,7320.0%0.16%
+0.6%
Q3 2022$980,000
-2.9%
5,7320.0%0.16%
+1.2%
Q2 2022$1,009,000
-17.2%
5,7320.0%0.16%0.0%
Q1 2022$1,218,000
-5.9%
5,7320.0%0.16%
-5.3%
Q4 2021$1,295,000
+3.4%
5,7320.0%0.17%
-6.6%
Q3 2021$1,253,000
-2.9%
5,7320.0%0.18%
-2.2%
Q2 2021$1,291,000
+5.2%
5,7320.0%0.18%
-5.6%
Q1 2021$1,227,000
+9.9%
5,7320.0%0.20%
+22.5%
Q4 2020$1,116,000
+26.5%
5,7320.0%0.16%
+9.6%
Q3 2020$882,000
+5.6%
5,7320.0%0.15%0.0%
Q2 2020$835,000
+26.1%
5,7320.0%0.15%
+13.2%
Q1 2020$662,0005,7320.13%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Centered Wealth LLC dba Miller Equity Capital Advisors 270,794$53,858,11927.31%
Aufman Associates Inc 147,943$29,424,40424.27%
Investments & Financial Planning, LLC 107,417$21,364,11418.50%
MBE Wealth Management, LLC 148,264$29,488,32515.85%
Whelan Financial 125,604$24,981,37513.06%
Family Investment Center, Inc. 99,242$19,738,14812.63%
BLUESTEM FINANCIAL ADVISORS, LLC 103,586$20,602,25812.46%
McCarthy Grittinger Financial Group, LLC 158,607$31,545,34212.20%
BCK Partners, Inc. 96,331$19,159,17311.98%
Brown Financial Advisory 71,177$14,156,48111.55%
View complete list of VANGUARD INDEX FDS shareholders