Waldron Private Wealth LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,346 filers reported holding VANGUARD INDEX FDS in Q1 2021. The put-call ratio across all filers is 0.56 and the average weighting 1.0%.

Quarter-by-quarter ownership
Waldron Private Wealth LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$2,992
-4.8%
15,830
+0.1%
0.16%
-1.3%
Q2 2023$3,144
-20.2%
15,809
-24.0%
0.16%
-18.2%
Q1 2023$3,942
+10.5%
20,796
-0.4%
0.19%
-13.5%
Q4 2022$3,567
-99.9%
20,8760.0%0.22%0.0%
Q3 2022$3,567,000
-3.0%
20,876
-0.1%
0.22%
+7.8%
Q2 2022$3,679,000
-16.7%
20,892
+0.5%
0.21%
-8.8%
Q1 2022$4,416,000
-5.5%
20,781
+0.5%
0.23%
-1.7%
Q4 2021$4,671,000
-6.7%
20,668
-9.7%
0.23%
-21.0%
Q3 2021$5,004,000
+2227.4%
22,885
+2291.3%
0.29%
+1978.6%
Q2 2021$215,000
+5.4%
9570.0%0.01%0.0%
Q1 2021$204,000
-86.7%
957
-89.6%
0.01%
-89.7%
Q4 2019$1,529,000
+7.8%
9,232
+0.1%
0.14%
-5.6%
Q3 2019$1,418,000
-2.1%
9,2190.0%0.14%
-6.5%
Q2 2019$1,448,000
+3.9%
9,219
+1.1%
0.15%
-1.9%
Q1 2019$1,393,000
+16.3%
9,118
+0.4%
0.16%
-9.2%
Q4 2018$1,198,0009,0810.17%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2021
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