Dynamic Advisor Solutions 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
Dynamic Advisor Solutions LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$8,806,208
+38.2%
46,576
+45.4%
0.42%
+26.1%
Q2 2023$6,370,408
+30.6%
32,030
+24.5%
0.33%
+15.8%
Q1 2023$4,876,286
+263.3%
25,724
+251.8%
0.28%
+209.8%
Q4 2022$1,342,142
-0.9%
7,313
-7.8%
0.09%
-10.7%
Q3 2022$1,355,000
-0.6%
7,930
+2.5%
0.10%
-1.9%
Q2 2022$1,363,000
-12.5%
7,738
+5.6%
0.10%
-2.8%
Q1 2022$1,557,000
+10.9%
7,328
+18.0%
0.11%
+8.0%
Q4 2021$1,404,000
-4.0%
6,211
-7.1%
0.10%
-9.1%
Q3 2021$1,462,000
+26.1%
6,685
+30.0%
0.11%
+19.6%
Q2 2021$1,159,000
+18.3%
5,143
+12.3%
0.09%
+1.1%
Q1 2021$980,000
-79.4%
4,579
-81.3%
0.09%
-79.6%
Q4 2020$4,755,000
+31.9%
24,425
+4.2%
0.44%
+8.8%
Q3 2020$3,604,000
+7.2%
23,431
+1.5%
0.41%
-9.9%
Q2 2020$3,363,000
+37.1%
23,082
+8.6%
0.45%
+1.3%
Q1 2020$2,453,000
-32.1%
21,247
-2.5%
0.45%
-8.9%
Q4 2019$3,611,000
+7.5%
21,801
-0.2%
0.49%
-5.6%
Q3 2019$3,360,000
-2.3%
21,836
-0.5%
0.52%
-5.6%
Q2 2019$3,439,000
+6.5%
21,950
+3.9%
0.55%
-9.4%
Q1 2019$3,228,000
+5.2%
21,126
+0.2%
0.61%
-6.6%
Q4 2018$3,068,000
-19.1%
21,083
-9.6%
0.65%
-17.2%
Q3 2018$3,793,000
+5.3%
23,330
+0.9%
0.79%
-3.7%
Q2 2018$3,601,000
+6.8%
23,131
+0.8%
0.82%
-5.5%
Q1 2018$3,371,000
-0.2%
22,945
+0.4%
0.86%
-21.9%
Q4 2017$3,379,000
+0.8%
22,860
-3.7%
1.11%
-16.5%
Q3 2017$3,353,000
+6.3%
23,729
+2.0%
1.33%
+8.7%
Q2 2017$3,154,000
+2.0%
23,270
+0.3%
1.22%
+1.2%
Q1 2017$3,091,000
+4.2%
23,190
+0.9%
1.20%
+1.9%
Q4 2016$2,965,000
+29.4%
22,994
+22.6%
1.18%
+36.3%
Q3 2016$2,291,000
+9.5%
18,748
+3.7%
0.87%
+2.2%
Q2 2016$2,092,000
+5.2%
18,086
+1.4%
0.85%
+0.5%
Q1 2016$1,988,000
+1.2%
17,829
+0.4%
0.84%
+3.9%
Q4 2015$1,965,000
+8.4%
17,760
+5.8%
0.81%
-11.3%
Q3 2015$1,813,000
-6.7%
16,793
+5.9%
0.92%
-6.2%
Q1 2015$1,944,000
+7.3%
15,860
+2.1%
0.98%
+0.3%
Q4 2014$1,812,000
+9.5%
15,530
+3.8%
0.97%
+8.0%
Q3 2014$1,655,000
-1.5%
14,959
+4.2%
0.90%
-10.9%
Q2 2014$1,681,000
+3.4%
14,350
-0.3%
1.01%
-8.9%
Q1 2014$1,626,000
+21.5%
14,400
+18.3%
1.11%
+11.9%
Q4 2013$1,338,00012,1720.99%
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