Circle Wealth Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,567 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 0.86 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 Q1 2022
NameSharesValueWeighting ↓
Chandler Asset Management, Inc. 202,014$29,858,00026.30%
MOLLER WEALTH PARTNERS 256,159$37,860,00014.41%
Water Oak Advisors LLC 128,923$19,055,00014.10%
ACORNS SECURITIES, LLC 625,796$92,493,00014.02%
FIDUCIENT ADVISORS LLC 132,646$19,605,00012.48%
VISTA CAPITAL PARTNERS, INC. 350,718$51,836,00011.74%
Millburn Ridgefield Corp 1,474,968$218,000,00011.45%
Annex Advisory Services, LLC 304,378$44,987,0008.50%
Cranberry Lake Advisors LLC 87,761$12,971,0008.30%
Catalyst Capital Advisors LLC 1,473,210$217,740,0008.06%
View complete list of VANGUARD INDEX FDS shareholders