Capital Advisors, Ltd. 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
Capital Advisors, Ltd. LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$443
-4.9%
2,3410.0%0.07%
-2.9%
Q2 2023$466
+7.4%
2,341
+2.3%
0.07%
-1.4%
Q1 2023$434
+2.6%
2,289
-0.7%
0.07%
-2.7%
Q4 2022$423
-99.9%
2,304
+3.6%
0.07%
-1.4%
Q3 2022$380,000
-3.1%
2,2240.0%0.07%
+1.4%
Q2 2022$392,000
-17.1%
2,2240.0%0.07%
-7.6%
Q1 2022$473,000
-6.0%
2,2240.0%0.08%
-2.5%
Q4 2021$503,000
-26.2%
2,224
-28.6%
0.08%
-33.6%
Q3 2021$682,000
-2.8%
3,1170.0%0.12%
-3.2%
Q2 2021$702,000
+13.0%
3,117
+7.5%
0.13%
+10.5%
Q1 2021$621,000
+23.2%
2,899
+12.0%
0.11%
+2.7%
Q4 2020$504,000
+25.4%
2,589
-1.1%
0.11%
+11.0%
Q3 2020$402,000
+22.6%
2,617
+16.2%
0.10%
+14.9%
Q2 2020$328,000
+33.9%
2,252
+6.1%
0.09%
+13.0%
Q1 2020$245,000
-24.1%
2,123
+8.8%
0.08%
-6.1%
Q4 2019$323,000
+19.6%
1,952
+11.4%
0.08%
+9.3%
Q3 2019$270,000
+10.7%
1,752
+12.7%
0.08%
+8.7%
Q2 2019$244,000
+2.5%
1,5550.0%0.07%
+7.8%
Q1 2019$238,000
+16.1%
1,5550.0%0.06%
+6.7%
Q4 2018$205,000
+720.0%
1,555
+916.3%
0.06%
+757.1%
Q3 2018$25,000
+4.2%
1530.0%0.01%0.0%
Q2 2018$24,000
+9.1%
1530.0%0.01%0.0%
Q1 2018$22,000
-4.3%
1530.0%0.01%
-12.5%
Q4 2017$23,000
+4.5%
1530.0%0.01%0.0%
Q3 2017$22,000
+4.8%
1530.0%0.01%0.0%
Q2 2017$21,000
+5.0%
1530.0%0.01%0.0%
Q1 2017$20,0000.0%1530.0%0.01%0.0%
Q4 2016$20,000
+5.3%
1530.0%0.01%0.0%
Q3 2016$19,000
+5.6%
1530.0%0.01%0.0%
Q2 2016$18,000
-14.3%
153
-16.8%
0.01%
-20.0%
Q1 2016$21,000
+5.0%
1840.0%0.01%0.0%
Q4 2015$20,000
+17.6%
184
+20.3%
0.01%
+11.1%
Q3 2015$17,000
-10.5%
1530.0%0.01%
-10.0%
Q2 2015$19,0000.0%1530.0%0.01%0.0%
Q1 2015$19,000
+5.6%
1530.0%0.01%0.0%
Q4 2014$18,000
+12.5%
1530.0%0.01%
+11.1%
Q3 2014$16,000
-11.1%
1530.0%0.01%
-10.0%
Q2 2014$18,000
+5.9%
1530.0%0.01%0.0%
Q1 2014$17,0000.0%1530.0%0.01%
-9.1%
Q4 2013$17,0001530.01%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Trinity Financial Advisors LLC 221,702$47,432,00033.22%
Aufman Associates Inc 143,772$32,389,00024.98%
Chandler Asset Management, Inc. 287,915$64,861,00016.94%
Emerson Wealth, LLC 109,699$24,713,00013.62%
BLUESTEM FINANCIAL ADVISORS, LLC 88,273$19,886,00013.40%
McCarthy Grittinger Financial Group, LLC 136,444$30,738,17213.37%
MBE Wealth Management, LLC 112,879$25,429,00013.17%
BCK Partners, Inc. 85,967$19,367,00012.81%
Axiom Financial Strategies, LLC 105,847$23,845,00011.00%
Ellenbecker Investment Group 142,982$32,211,00010.57%
View complete list of VANGUARD INDEX FDS shareholders