VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,594 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.20 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
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 | $33,000 | 0.0% | 269 | 0.0% | 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 | $24,000 | – | 216 | – | 0.01% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Centered Wealth LLC dba Miller Equity Capital Advisors | 258,800 | $49,058,033 | 27.42% |
Aufman Associates Inc | 148,061 | $28,066,354 | 23.89% |
Investments & Financial Planning, LLC | 103,364 | $19,593,706 | 17.98% |
MBE Wealth Management, LLC | 140,161 | $26,568,895 | 15.64% |
Whelan Financial | 122,311 | $23,185,259 | 12.86% |
Brown Financial Advisory | 67,451 | $12,786,095 | 12.31% |
BLUESTEM FINANCIAL ADVISORS, LLC | 103,905 | $19,696,303 | 12.13% |
Family Investment Center, Inc. | 92,753 | $17,582,312 | 12.08% |
McCarthy Grittinger Financial Group, LLC | 157,695 | $29,892,591 | 11.85% |
Chandler Asset Management, Inc. | 262,837 | $49,823,325 | 11.83% |