New England Private Wealth Advisors 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
New England Private Wealth Advisors LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,715,605
-4.6%
9,074
+0.4%
0.36%
-1.4%
Q2 2023$1,797,999
+28.5%
9,036
+22.5%
0.36%
+27.8%
Q1 2023$1,398,709
+3.7%
7,379
+0.4%
0.28%
-0.7%
Q4 2022$1,349,068
+13.1%
7,352
+5.3%
0.29%
+2.1%
Q3 2022$1,193,000
-29.8%
6,985
-12.5%
0.28%
-10.0%
Q2 2022$1,699,0000.0%7,987
-0.1%
0.31%
+0.3%
Q1 2022$1,699,000
-27.3%
7,992
-22.7%
0.31%
-23.8%
Q4 2021$2,338,000
+3.9%
10,341
+0.5%
0.41%
-3.1%
Q3 2021$2,251,000
-2.6%
10,291
+0.2%
0.42%
-4.5%
Q2 2021$2,312,000
-66.2%
10,266
-67.9%
0.44%
-62.8%
Q1 2021$6,844,000
+10.4%
31,975
+0.4%
1.18%
-13.0%
Q4 2020$6,199,000
+29.1%
31,836
+2.0%
1.36%
+12.9%
Q3 2020$4,800,000
+5.9%
31,203
+0.3%
1.20%
-2.7%
Q2 2020$4,531,000
+15.8%
31,122
-8.3%
1.24%
-7.1%
Q1 2020$3,914,000
-29.4%
33,937
+1.4%
1.33%
-7.9%
Q4 2019$5,545,000
+8.2%
33,481
+0.5%
1.45%
+16.4%
Q3 2019$5,124,000
-5.6%
33,302
-3.9%
1.24%
-5.4%
Q2 2019$5,428,000
-0.6%
34,655
-3.1%
1.31%
-7.1%
Q1 2019$5,462,000
+15.4%
35,758
-0.3%
1.42%
+1.8%
Q4 2018$4,734,000
-17.8%
35,867
+1.3%
1.39%
-9.7%
Q3 2018$5,759,000
+4.1%
35,418
-0.3%
1.54%
-1.3%
Q2 2018$5,534,000
+6.3%
35,525
+0.2%
1.56%
+6.1%
Q1 2018$5,207,000
-5.6%
35,438
-5.0%
1.47%
-5.2%
Q4 2017$5,514,000
+5.1%
37,296
+0.5%
1.55%
-0.5%
Q3 2017$5,246,000
+4.7%
37,112
+0.4%
1.56%
+0.9%
Q2 2017$5,012,000
+2.3%
36,970
+0.2%
1.55%
-1.3%
Q1 2017$4,900,000
+9.4%
36,898
+6.3%
1.57%
+0.6%
Q4 2016$4,479,000
+5.4%
34,720
-0.2%
1.56%
+1.9%
Q3 2016$4,249,000
+16.2%
34,780
+10.0%
1.53%
+9.4%
Q2 2016$3,657,000
+4.0%
31,607
+0.2%
1.40%
-3.3%
Q1 2016$3,516,000
-13.0%
31,534
-13.7%
1.44%
-10.0%
Q4 2015$4,041,000
-7.7%
36,522
-9.9%
1.60%
-14.0%
Q3 2015$4,377,000
-12.9%
40,542
-2.0%
1.87%
-2.3%
Q2 2015$5,027,000
+0.2%
41,390
+0.9%
1.91%
-2.3%
Q1 2015$5,015,000
+5.0%
41,001
+0.0%
1.96%
+3.9%
Q4 2014$4,776,000
-4.1%
40,995
-9.0%
1.88%
-6.2%
Q3 2014$4,980,000
-4.0%
45,073
+1.8%
2.01%
-5.7%
Q2 2014$5,185,000
+3.8%
44,277
+0.1%
2.13%
+1.4%
Q1 2014$4,996,000
+5.8%
44,224
+3.0%
2.10%
-1.9%
Q4 2013$4,721,000
+8.0%
42,941
+0.7%
2.14%
-6.7%
Q3 2013$4,370,000
+9.3%
42,6450.0%2.29%
-8.5%
Q2 2013$3,997,000
+4.2%
42,645
+0.0%
2.50%
-11.3%
Q1 2013$3,835,000
+51.5%
42,641
+36.3%
2.82%
+20.3%
Q4 2012$2,532,00031,2962.35%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2022
NameSharesValueWeighting ↓
Trinity Financial Advisors LLC 214,530$45,776,00030.62%
Aufman Associates Inc 142,058$31,064,00025.55%
Chandler Asset Management, Inc. 284,345$62,178,00016.28%
MBE Wealth Management, LLC 122,106$26,701,00013.60%
Emerson Wealth, LLC 109,619$23,970,00013.36%
BLUESTEM FINANCIAL ADVISORS, LLC 90,893$19,876,00012.99%
McCarthy Grittinger Financial Group, LLC 151,364$33,098,74212.73%
BCK Partners, Inc. 88,920$19,444,00012.35%
Ellenbecker Investment Group 155,596$34,024,00010.64%
Whelan Financial 51,149$11,185,00010.22%
View complete list of VANGUARD INDEX FDS shareholders