Joel Isaacson & Co., LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,591 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 0.40 and the average weighting 0.9%.

Quarter-by-quarter ownership
Joel Isaacson & Co., LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$25,002,324
+8.3%
132,238
+13.9%
1.71%
+10.7%
Q2 2023$23,084,344
+12.9%
116,066
+7.6%
1.54%
+5.1%
Q1 2023$20,454,581
+11.2%
107,906
+7.7%
1.47%
+3.9%
Q4 2022$18,389,092
+19.5%
100,191
+11.3%
1.42%
+6.5%
Q3 2022$15,386,000
-4.6%
90,021
-1.7%
1.33%
-1.8%
Q2 2022$16,128,000
-19.5%
91,577
-5.5%
1.35%
-8.1%
Q1 2022$20,026,000
-3.7%
96,943
+5.4%
1.47%
+3.2%
Q4 2021$20,787,000
+7.8%
91,974
+4.3%
1.43%
-2.0%
Q3 2021$19,283,000
+1.9%
88,182
+5.0%
1.46%
-1.0%
Q2 2021$18,916,000
+9.6%
83,965
+4.2%
1.47%
-2.8%
Q1 2021$17,254,000
+30.2%
80,595
+18.4%
1.51%
+16.7%
Q4 2020$13,252,000
+41.3%
68,071
+11.6%
1.30%
+6.4%
Q3 2020$9,378,000
+25.5%
60,976
+18.9%
1.22%
+14.6%
Q2 2020$7,474,000
+91.8%
51,294
+52.0%
1.06%
+56.9%
Q1 2020$3,896,000
-23.8%
33,753
+9.3%
0.68%
+0.9%
Q4 2019$5,116,000
+11.0%
30,889
+3.2%
0.67%
+2.4%
Q3 2019$4,607,000
+0.5%
29,938
+2.3%
0.66%
-1.6%
Q2 2019$4,584,000
+5.4%
29,261
+2.8%
0.67%
+5.0%
Q1 2019$4,349,000
+9.2%
28,465
+0.8%
0.64%
+0.6%
Q4 2018$3,983,000
-18.1%
28,246
-5.6%
0.63%
-17.5%
Q3 2018$4,864,000
+9.3%
29,916
+4.6%
0.76%
+2.7%
Q2 2018$4,450,000
+9.0%
28,589
+2.9%
0.74%
+4.6%
Q1 2018$4,082,000
+6.1%
27,785
+6.7%
0.71%
+6.6%
Q4 2017$3,847,000
+5.4%
26,032
+0.8%
0.67%0.0%
Q3 2017$3,649,000
+5.1%
25,820
+0.8%
0.67%
+1.8%
Q2 2017$3,472,000
+10.1%
25,613
+8.2%
0.66%
+6.0%
Q1 2017$3,154,000
+32.2%
23,667
+27.9%
0.62%
+29.0%
Q4 2016$2,386,000
+49.0%
18,504
+41.2%
0.48%
+45.9%
Q3 2016$1,601,000
+61.1%
13,101
+52.5%
0.33%
+55.2%
Q2 2016$994,000
+52.0%
8,591
+46.5%
0.21%
+47.2%
Q1 2016$654,000
+890.9%
5,865
+877.5%
0.14%
+800.0%
Q4 2015$66,000
+78.4%
600
+75.4%
0.02%
+60.0%
Q3 2015$37,000
+12.1%
342
+27.1%
0.01%
+25.0%
Q2 2015$33,0000.0%2690.0%0.01%0.0%
Q1 2015$33,000
+26.9%
269
+22.8%
0.01%
+14.3%
Q4 2014$26,000
+8.3%
219
+1.4%
0.01%0.0%
Q3 2014$24,0002160.01%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2021
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