NewFocus Financial Group, 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
NewFocus Financial Group, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q4 2020$5,488,000
+22.5%
28,189
-3.2%
1.62%
+8.2%
Q3 2020$4,479,000
+3.7%
29,125
-1.8%
1.49%
-3.6%
Q2 2020$4,320,000
+6.4%
29,648
-15.7%
1.55%
-17.3%
Q1 2020$4,060,000
+298.0%
35,169
+471.0%
1.87%
+370.9%
Q4 2019$1,020,000
+12.6%
6,159
+4.6%
0.40%0.0%
Q3 2019$906,000
+1.0%
5,887
+2.8%
0.40%
-4.1%
Q2 2019$897,000
+2.4%
5,727
-0.2%
0.42%
-5.0%
Q1 2019$876,000
+23.2%
5,736
+6.5%
0.44%
+4.0%
Q4 2018$711,000
-28.5%
5,387
-11.9%
0.42%
-21.9%
Q3 2018$995,000
+7.3%
6,118
+2.8%
0.54%
-3.8%
Q2 2018$927,000
+8.4%
5,952
+2.3%
0.56%
+4.1%
Q1 2018$855,000
-4.7%
5,817
-4.2%
0.54%
-1.8%
Q4 2017$897,000
+7.2%
6,070
+2.5%
0.55%
+0.6%
Q3 2017$837,000
+10.7%
5,921
+6.1%
0.54%
+27.4%
Q2 2017$756,000
-0.5%
5,580
-2.1%
0.43%
-9.0%
Q1 2017$760,000
+5.3%
5,701
+1.9%
0.47%
-3.7%
Q4 2016$722,000
+134.4%
5,596
+122.1%
0.49%
+118.4%
Q3 2016$308,0002,5200.22%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
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