Focused Wealth Management, Inc - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,383 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.16 and the average weighting 0.9%.

Quarter-by-quarter ownership
Focused Wealth Management, Inc ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$302,553
-39.4%
1,600
-36.2%
0.05%
-41.1%
Q2 2023$498,913
+4.3%
2,508
-0.6%
0.09%
-7.2%
Q1 2023$478,138
-55.7%
2,522
-57.1%
0.10%
-55.7%
Q4 2022$1,079,581
+938.1%
5,882
+867.4%
0.22%
+895.5%
Q3 2022$104,000
-94.5%
608
-94.3%
0.02%
-93.5%
Q2 2022$1,876,000
+1354.3%
10,653
+1655.0%
0.34%
+1605.0%
Q1 2022$129,000
+57.3%
607
+67.2%
0.02%
+53.8%
Q4 2021$82,000
+3.8%
3630.0%0.01%0.0%
Q3 2021$79,000
-3.7%
363
+0.3%
0.01%
-7.1%
Q2 2021$82,000
+90.7%
362
+79.2%
0.01%
+75.0%
Q1 2021$43,000
+53.6%
202
+41.3%
0.01%
+60.0%
Q4 2020$28,000
+33.3%
143
+3.6%
0.01%0.0%
Q3 2020$21,000
-32.3%
138
-35.2%
0.01%
-28.6%
Q2 2020$31,000
-50.8%
213
-61.3%
0.01%
-61.1%
Q1 2020$63,000
-35.1%
550
-5.8%
0.02%
-21.7%
Q4 2019$97,000
+4.3%
584
-3.3%
0.02%
-11.5%
Q3 2019$93,000
-8.8%
604
-7.1%
0.03%
-3.7%
Q2 2019$102,000
+3.0%
6500.0%0.03%
-10.0%
Q1 2019$99,000
+15.1%
6500.0%0.03%
+3.4%
Q4 2018$86,000
-12.2%
650
+7.6%
0.03%
-12.1%
Q3 2018$98,000
+4.3%
604
-0.2%
0.03%0.0%
Q2 2018$94,000
+5.6%
6050.0%0.03%
+17.9%
Q1 2018$89,000
-57.4%
605
-57.2%
0.03%
-58.2%
Q4 2017$209,000
+72.7%
1,412
+65.3%
0.07%
+67.5%
Q3 2017$121,000
+21.0%
854
+15.4%
0.04%
+8.1%
Q2 2017$100,000
+1.0%
740
+0.1%
0.04%
-5.1%
Q1 2017$99,000
+57.1%
739
+51.1%
0.04%
+44.4%
Q4 2016$63,000
+26.0%
489
+19.6%
0.03%
+22.7%
Q3 2016$50,000
-5.7%
409
-10.5%
0.02%
-8.3%
Q2 2016$53,000
-47.0%
457
-49.0%
0.02%
-56.4%
Q1 2016$100,000
-84.4%
896
-84.5%
0.06%
-85.1%
Q4 2015$639,000
-38.7%
5,780
-40.1%
0.37%
-44.4%
Q3 2015$1,042,000
-12.3%
9,649
-1.4%
0.66%
-9.9%
Q2 2015$1,188,000
+8.2%
9,782
+9.2%
0.74%
+9.1%
Q1 2015$1,098,000
+106.4%
8,955
+96.2%
0.67%
+78.8%
Q4 2014$532,000
+9.7%
4,564
+4.1%
0.38%
+1.3%
Q3 2014$485,000
-90.1%
4,385
-89.5%
0.37%
-90.3%
Q2 2014$4,906,000
-20.8%
41,892
-23.6%
3.84%
-25.9%
Q1 2014$6,193,000
+8.3%
54,832
+5.4%
5.18%
+8.2%
Q4 2013$5,720,000
+7.7%
52,025
+0.4%
4.79%
-5.4%
Q3 2013$5,311,00051,8235.06%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2021
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