Waldron Private Wealth LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,373 filers reported holding VANGUARD INDEX FDS in Q2 2021. The put-call ratio across all filers is 0.35 and the average weighting 0.9%.

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 Q2 2021
NameSharesValueWeighting ↓
Aufman Associates Inc 144,136$25,384,00024.13%
Investments & Financial Planning, LLC 89,095$15,691,00016.17%
Centered Wealth LLC dba Miller Equity Capital Advisors 106,534$18,762,00016.02%
MBE Wealth Management, LLC 126,873$22,344,00015.59%
Chandler Asset Management, Inc. 297,125$52,326,675,00014.79%
Scott Capital Advisors, LLC 112,455$19,804,00013.40%
Whelan Financial 106,846$18,817,00012.73%
Emerson Wealth, LLC 109,251$19,240,00012.60%
BLUESTEM FINANCIAL ADVISORS, LLC 97,848$17,232,00011.98%
BCK Partners, Inc. 93,787$16,517,00011.56%
View complete list of VANGUARD INDEX FDS shareholders