Circle Wealth Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,829 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is 0.12 and the average weighting 0.9%.

Quarter-by-quarter ownership
Circle Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$8,867,905
-4.6%
40,6710.0%0.20%
-11.3%
Q1 2024$9,296,984
-26.0%
40,671
-31.0%
0.23%
-27.9%
Q4 2023$12,566,844
-70.9%
58,908
-74.2%
0.32%
-70.3%
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 2023
NameSharesValueWeighting ↓
Centered Wealth LLC dba Miller Equity Capital Advisors 295,404$64,409,77926.79%
Aufman Associates Inc 149,181$32,527,41323.15%
Investments & Financial Planning, LLC 152,955$33,350,40822.39%
MBE Wealth Management, LLC 116,944$25,498,45115.44%
Brown Financial Advisory 78,310$17,074,64113.13%
Whelan Financial 131,262$28,620,35012.78%
Chandler Asset Management, Inc. 285,830$62,322,37312.63%
BLUESTEM FINANCIAL ADVISORS, LLC 113,418$24,729,60712.50%
McCarthy Grittinger Financial Group, LLC 165,515$36,091,88911.39%
BCK Partners, Inc. 100,048$21,814,53111.28%
View complete list of VANGUARD INDEX FDS shareholders