Private Ocean, 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
Private Ocean, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$872,118
-3.5%
4,613
+1.5%
0.11%
-2.6%
Q2 2023$903,691
-6.3%
4,544
-10.7%
0.11%
-10.9%
Q1 2023$964,041
+5.3%
5,086
+1.9%
0.13%
+12.3%
Q4 2022$915,622
+7.8%
4,989
+0.3%
0.11%
-14.9%
Q3 2022$849,000
+18.9%
4,972
+22.5%
0.13%
+21.8%
Q2 2022$714,000
-18.8%
4,058
-1.9%
0.11%0.0%
Q1 2022$879,000
-5.9%
4,135
+0.0%
0.11%
+0.9%
Q4 2021$934,000
+3.3%
4,134
-0.0%
0.11%
-0.9%
Q3 2021$904,000
-2.9%
4,1350.0%0.11%
-9.8%
Q2 2021$931,000
+4.3%
4,135
-0.9%
0.12%
-23.3%
Q1 2021$893,000
+10.0%
4,172
-0.0%
0.16%
-3.0%
Q4 2020$812,000
+26.5%
4,173
+0.0%
0.16%
+9.3%
Q3 2020$642,000
+4.1%
4,172
-1.5%
0.15%
-0.7%
Q2 2020$617,000
+26.4%
4,2340.0%0.15%
+13.5%
Q1 2020$488,000
-30.5%
4,2340.0%0.13%
-21.8%
Q4 2019$702,000
+7.7%
4,2340.0%0.17%
+4.9%
Q3 2019$652,000
-6.1%
4,234
-4.4%
0.16%
-12.4%
Q2 2019$694,000
+8.6%
4,431
+5.9%
0.18%
+6.3%
Q1 2019$639,000
+12.1%
4,184
-3.1%
0.17%
+8.1%
Q4 2018$570,000
-13.8%
4,316
+6.2%
0.16%
-45.2%
Q3 2018$661,000
+2.2%
4,065
-2.1%
0.29%
-1.7%
Q2 2018$647,000
+7.7%
4,154
+1.5%
0.30%
+4.2%
Q1 2018$601,000
+153.6%
4,091
+155.4%
0.29%
+117.4%
Q4 2017$237,000
+4.9%
1,602
+0.1%
0.13%
-4.3%
Q3 2017$226,000
+4.1%
1,6010.0%0.14%
-2.1%
Q2 2017$217,000
+1.9%
1,601
+0.1%
0.14%0.0%
Q1 2017$213,000
+3.4%
1,6000.0%0.14%
+1.4%
Q4 2016$206,000
+5.6%
1,600
+0.1%
0.14%
+7.8%
Q3 2016$195,000
+5.4%
1,599
+0.1%
0.13%
-3.0%
Q2 2016$185,000
+3.9%
1,5980.0%0.13%
+1.5%
Q1 2016$178,000
+0.6%
1,598
+0.1%
0.13%
+1.6%
Q4 2015$177,000
+2.9%
1,597
+0.1%
0.13%
+1.6%
Q3 2015$172,000
-17.7%
1,595
-7.1%
0.13%
-17.0%
Q2 2015$209,000
-0.5%
1,7170.0%0.15%
-0.6%
Q1 2015$210,000
+5.0%
1,7170.0%0.15%
+3.4%
Q4 2014$200,000
+5.3%
1,717
+0.1%
0.15%
+6.4%
Q3 2014$190,000
-5.5%
1,7150.0%0.14%
-6.0%
Q2 2014$201,000
+3.6%
1,7150.0%0.15%
+3.5%
Q1 2014$194,000
+2.6%
1,7150.0%0.14%
-5.3%
Q4 2013$189,0001,7150.15%
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