Alpha Cubed Investments, 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
Alpha Cubed Investments, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,857,267
-6.2%
9,823
-1.4%
0.12%
-6.7%
Q2 2023$1,981,054
-12.0%
9,961
-16.1%
0.13%
-17.8%
Q1 2023$2,250,589
+23.3%
11,873
+19.4%
0.16%
+18.1%
Q4 2022$1,824,686
+20.7%
9,942
+12.4%
0.14%
+16.9%
Q3 2022$1,512,000
-7.3%
8,849
-4.4%
0.12%0.0%
Q2 2022$1,631,000
-15.2%
9,259
+2.3%
0.12%
-4.1%
Q1 2022$1,924,000
-24.3%
9,055
-19.5%
0.12%
-25.9%
Q4 2021$2,543,000
+18.7%
11,253
+14.8%
0.17%
+3.1%
Q3 2021$2,143,000
-0.4%
9,798
+2.6%
0.16%
+3.9%
Q2 2021$2,151,000
+7.7%
9,547
+2.3%
0.16%0.0%
Q1 2021$1,998,000
+46.6%
9,334
+33.3%
0.16%
+33.6%
Q4 2020$1,363,000
+24.6%
7,001
-1.6%
0.12%
+10.5%
Q3 2020$1,094,000
+0.1%
7,116
-5.1%
0.10%
-12.5%
Q2 2020$1,093,000
-16.0%
7,502
-33.5%
0.12%
-23.1%
Q1 2020$1,301,000
-49.6%
11,274
-27.6%
0.16%
-41.1%
Q4 2019$2,580,000
-19.6%
15,577
-25.3%
0.26%
-29.1%
Q3 2019$3,209,000
+3.1%
20,854
+4.9%
0.37%
+3.9%
Q2 2019$3,113,000
+2.2%
19,873
-0.3%
0.36%
-2.4%
Q1 2019$3,047,000
+15.9%
19,940
+0.1%
0.37%
-6.3%
Q4 2018$2,630,000
-25.7%
19,926
-16.0%
0.39%
-4.6%
Q3 2018$3,542,000
-30.2%
23,728
-27.2%
0.41%
-36.8%
Q2 2018$5,072,000
+35.7%
32,580
+28.1%
0.65%
+33.8%
Q1 2018$3,737,000
+9.1%
25,434
+9.8%
0.49%
+9.2%
Q4 2017$3,424,000
+89.3%
23,165
+81.0%
0.45%
+64.3%
Q3 2017$1,809,000
+184.9%
12,801
+173.4%
0.27%
+149.5%
Q2 2017$635,000
+78.4%
4,683
+75.1%
0.11%
+49.3%
Q1 2017$356,000
-5.1%
2,675
-8.0%
0.07%
-18.9%
Q4 2016$375,000
-40.9%
2,909
-49.3%
0.09%
-45.8%
Q4 2015$635,000
-1.6%
5,739
+1.4%
0.17%
-1.8%
Q3 2015$645,000
-51.5%
5,658
-48.3%
0.17%
-52.5%
Q2 2015$1,329,000
+197.3%
10,939
+199.7%
0.36%
+156.1%
Q1 2015$447,0003,6500.14%
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