BEACON FINANCIAL GROUP - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 812 filers reported holding VANGUARD INDEX FDS in Q1 2018. The put-call ratio across all filers is 0.52 and the average weighting 0.7%.

Quarter-by-quarter ownership
BEACON FINANCIAL GROUP ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$1,612,302
-4.8%
7,395
-0.1%
0.18%
-5.2%
Q1 2024$1,692,829
+7.2%
7,406
+0.0%
0.19%
+0.5%
Q4 2023$1,579,744
+116658.6%
7,405
+10.0%
0.19%
+0.5%
Q3 2023$1,353
-40.6%
6,730
-41.5%
0.19%
-37.9%
Q2 2023$2,276
+5.7%
11,511
-0.1%
0.31%
+2.7%
Q1 2023$2,154
-2.2%
11,528
-4.0%
0.30%0.0%
Q4 2022$2,203
-99.9%
12,004
+0.1%
0.30%
-6.2%
Q3 2022$2,063,000
-4.4%
11,992
+0.6%
0.32%0.0%
Q2 2022$2,158,000
-15.8%
11,923
+0.2%
0.32%
-5.9%
Q1 2022$2,563,000
-5.0%
11,900
+0.3%
0.34%
-2.8%
Q4 2021$2,699,000
+1.9%
11,864
-0.6%
0.35%
-1.1%
Q3 2021$2,649,000
+2.0%
11,941
+0.2%
0.36%
-3.5%
Q2 2021$2,597,000
-3.6%
11,923
-7.6%
0.37%
-12.8%
Q1 2021$2,694,0000.0%12,9010.0%0.42%0.0%
Q4 2020$2,694,000
+36.5%
12,901
+0.6%
0.42%
+19.5%
Q3 2020$1,973,000
+13.3%
12,828
+5.9%
0.35%
+5.1%
Q2 2020$1,742,000
-47.0%
12,110
-49.1%
0.34%
+27.8%
Q1 2020$3,289,000
+90.8%
23,812
+128.7%
0.26%
+21.8%
Q4 2019$1,724,000
+33.9%
10,410
+23.9%
0.22%
-1.4%
Q3 2019$1,288,000
+3.8%
8,403
+3.4%
0.22%
+3.3%
Q2 2019$1,241,0000.0%8,1230.0%0.21%
+4.4%
Q1 2019$1,241,000
+18.4%
8,123
+1.3%
0.20%
+3.0%
Q4 2018$1,048,000
-2.6%
8,018
+21.1%
0.20%
+8.2%
Q3 2018$1,076,000
+5.7%
6,620
+1.2%
0.18%
+5.8%
Q2 2018$1,018,000
+18.6%
6,542
+12.0%
0.17%
+17.8%
Q1 2018$858,0000.0%5,839
+0.6%
0.15%
-2.0%
Q4 2017$858,000
+8.2%
5,807
-68.2%
0.15%
+4.2%
Q3 2017$793,000
+9.1%
18,261
+240.4%
0.14%
+3.6%
Q2 2017$727,000
+8.2%
5,364
+6.2%
0.14%
+7.8%
Q1 2017$672,000
+27.5%
5,052
+16.2%
0.13%
+19.6%
Q4 2016$527,0000.0%4,3480.0%0.11%
-3.6%
Q3 2016$527,000
+21.7%
4,348
+11.5%
0.11%
+16.8%
Q2 2016$433,0000.0%3,9010.0%0.10%
+1.1%
Q1 2016$433,000
+6.1%
3,901
+6.6%
0.09%0.0%
Q4 2015$408,000
+5.4%
3,658
+0.4%
0.09%
-1.1%
Q3 2015$387,000
-9.8%
3,643
+2.8%
0.10%
+2.2%
Q2 2015$429,000
+13.8%
3,545
+15.5%
0.09%
+10.7%
Q1 2015$377,000
+2.7%
3,068
-1.9%
0.08%
+10.5%
Q4 2014$367,000
-23.7%
3,129
-28.7%
0.08%
-18.3%
Q4 2013$481,0004,3900.09%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2018
NameSharesValueWeighting ↓
Centered Wealth LLC dba Miller Equity Capital Advisors 258,800$49,058,03327.42%
Aufman Associates Inc 148,061$28,066,35423.89%
Investments & Financial Planning, LLC 103,364$19,593,70617.98%
MBE Wealth Management, LLC 140,161$26,568,89515.64%
Whelan Financial 122,311$23,185,25912.86%
Brown Financial Advisory 67,451$12,786,09512.31%
BLUESTEM FINANCIAL ADVISORS, LLC 103,905$19,696,30312.13%
Family Investment Center, Inc. 92,753$17,582,31212.08%
McCarthy Grittinger Financial Group, LLC 157,695$29,892,59111.85%
Chandler Asset Management, Inc. 262,837$49,823,32511.83%
View complete list of VANGUARD INDEX FDS shareholders