Peninsula Wealth, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,383 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.16 and the average weighting 0.9%.

Quarter-by-quarter ownership
Peninsula Wealth, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$13,386,002
-10.2%
74,912
-0.1%
3.13%
-19.6%
Q2 2023$14,910,270
+6.3%
74,967
+1.3%
3.90%
-3.7%
Q1 2023$14,026,860
+4.1%
73,997
+0.8%
4.05%
-4.5%
Q4 2022$13,474,832
+7.7%
73,416
+0.3%
4.24%
-4.0%
Q3 2022$12,512,000
-2.4%
73,208
+0.5%
4.42%
+1.8%
Q2 2022$12,822,000
-16.7%
72,808
+0.5%
4.34%
-1.1%
Q1 2022$15,398,000
-4.9%
72,453
+1.1%
4.39%
+0.7%
Q4 2021$16,190,000
+15.9%
71,634
+12.2%
4.35%
-1.8%
Q3 2021$13,963,000
-2.6%
63,853
+0.4%
4.43%
-5.5%
Q2 2021$14,331,000
+5.9%
63,614
+0.7%
4.69%
-3.2%
Q1 2021$13,528,000
+10.4%
63,191
+0.4%
4.85%
+5.4%
Q4 2020$12,251,000
+31.6%
62,929
+4.0%
4.60%
+15.3%
Q3 2020$9,309,000
+5.0%
60,524
-0.5%
3.99%
-3.5%
Q2 2020$8,867,000
+26.6%
60,851
+0.3%
4.13%
+5.5%
Q1 2020$7,005,000
-31.8%
60,678
-2.2%
3.92%
-17.6%
Q4 2019$10,274,000
+9.8%
62,024
+1.9%
4.76%
+1.7%
Q3 2019$9,361,000
-1.6%
60,867
+0.3%
4.68%
-4.3%
Q2 2019$9,518,000
+6.2%
60,705
+3.6%
4.88%
-1.3%
Q1 2019$8,961,000
+10.8%
58,612
-4.4%
4.95%
-1.7%
Q4 2018$8,085,000
-17.8%
61,301
+1.2%
5.04%
-5.0%
Q3 2018$9,834,000
+4.9%
60,546
+0.6%
5.30%
-3.7%
Q2 2018$9,371,000
+7.3%
60,199
+1.2%
5.51%
+5.7%
Q1 2018$8,736,00059,4655.21%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2021
NameSharesValueWeighting ↓
Centered Wealth LLC dba Miller Equity Capital Advisors 258,800$49,058,03327.42%
Aufman Associates Inc 148,061$28,066,35423.89%
Investments & Financial Planning, LLC 103,364$19,593,70617.98%
MBE Wealth Management, LLC 140,161$26,568,89515.64%
Whelan Financial 122,311$23,185,25912.86%
Brown Financial Advisory 67,451$12,786,09512.31%
BLUESTEM FINANCIAL ADVISORS, LLC 103,905$19,696,30312.13%
Family Investment Center, Inc. 92,753$17,582,31212.08%
McCarthy Grittinger Financial Group, LLC 157,695$29,892,59111.85%
Chandler Asset Management, Inc. 262,837$49,823,32511.83%
View complete list of VANGUARD INDEX FDS shareholders