Arete Wealth Advisors, LLC - VANGUARD INDEX FDS ownership

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
Arete Wealth Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2023$650
-31.5%
3,267
-34.8%
0.06%
-26.0%
Q1 2023$949
-100.0%
5,007
-2.4%
0.08%
-6.1%
Q4 2022$941,406,654
+98891.2%
5,129
-7.9%
0.08%
-11.8%
Q3 2022$951,000
-88.3%
5,566
-87.9%
0.09%
-88.7%
Q2 2022$8,131,000
-12.3%
46,149
+5.8%
0.82%
+5.9%
Q1 2022$9,270,000
+1.3%
43,622
+8.4%
0.78%
-0.5%
Q4 2021$9,151,000
+7.1%
40,234
+3.0%
0.78%
-17.2%
Q3 2021$8,546,000
+2.0%
39,073
+3.5%
0.94%
-19.8%
Q2 2021$8,376,000
+5.2%
37,748
+1.5%
1.18%
+15.4%
Q1 2021$7,964,000
+13.0%
37,192
+2.7%
1.02%
+2.0%
Q4 2020$7,046,000
+13.8%
36,221
-8.3%
1.00%
+7.0%
Q3 2020$6,194,000
-10.3%
39,498
-16.7%
0.93%
-22.1%
Q2 2020$6,908,000
+67.5%
47,403
+32.7%
1.20%
+47.6%
Q1 2020$4,123,000
+36.8%
35,730
+96.4%
0.81%
+54.8%
Q4 2019$3,014,000
+136.2%
18,194
+119.4%
0.52%
+114.8%
Q3 2019$1,276,000
-32.0%
8,294
-30.8%
0.24%
-33.0%
Q2 2019$1,877,000
+9.0%
11,980
+6.3%
0.36%
+1.4%
Q1 2019$1,722,000
+33.5%
11,271
+15.4%
0.36%
+14.3%
Q4 2018$1,290,000
-22.8%
9,771
-4.8%
0.31%
-15.4%
Q3 2018$1,670,000
+4.0%
10,269
-0.4%
0.37%
-3.1%
Q2 2018$1,606,000
+105.1%
10,314
+93.4%
0.38%
+47.3%
Q1 2018$783,000
-15.8%
5,332
-15.3%
0.26%
-14.2%
Q4 2017$930,000
+23.0%
6,294
+17.6%
0.30%
+0.7%
Q3 2017$756,000
+278.0%
5,352
+256.1%
0.30%
+246.0%
Q1 2017$200,000
-11.1%
1,503
-25.9%
0.09%
-36.0%
Q4 2015$225,000
-1.7%
2,029
-4.2%
0.14%
-24.0%
Q3 2015$229,000
-10.9%
2,117
-8.8%
0.18%
-7.7%
Q3 2014$257,000
-57.6%
2,321
-55.1%
0.19%
-58.9%
Q2 2014$606,000
-19.9%
5,171
-22.9%
0.47%
-32.9%
Q1 2014$757,000
-10.6%
6,704
-12.9%
0.70%
-15.9%
Q4 2013$847,0007,7010.84%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2023
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