Caprock Group, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,591 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 0.40 and the average weighting 0.9%.

Quarter-by-quarter ownership
Caprock Group, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$6,413,413
-7.1%
33,920
-2.3%
0.48%
-4.3%
Q2 2023$6,905,308
+9.3%
34,719
+4.2%
0.51%
+3.5%
Q1 2023$6,317,767
+2.3%
33,328
-0.9%
0.49%
-14.8%
Q4 2022$6,173,545
-2.3%
33,635
-9.0%
0.58%
-5.4%
Q3 2022$6,316,000
-2.6%
36,953
+0.3%
0.61%
-4.4%
Q2 2022$6,486,000
-24.8%
36,830
-9.3%
0.64%
-21.6%
Q1 2022$8,630,000
-3.5%
40,607
+2.7%
0.81%
+10.0%
Q4 2021$8,941,000
-0.9%
39,558
-4.1%
0.74%
-8.6%
Q3 2021$9,018,000
-1.6%
41,239
+1.4%
0.81%
-3.2%
Q2 2021$9,160,000
+24.3%
40,659
+18.2%
0.83%
+3.3%
Q1 2021$7,367,000
+23.9%
34,410
+12.7%
0.81%
+18.9%
Q4 2020$5,944,000
+29.0%
30,534
+2.0%
0.68%
+7.6%
Q3 2020$4,606,000
-2.7%
29,946
-7.8%
0.63%
-11.4%
Q2 2020$4,733,000
+28.9%
32,482
+2.1%
0.71%
+2.3%
Q1 2020$3,671,000
-63.2%
31,800
-47.3%
0.70%
-61.1%
Q4 2019$9,989,000
+7.5%
60,303
-0.2%
1.79%
-1.5%
Q3 2019$9,294,000
+0.5%
60,396
+2.7%
1.81%
+0.4%
Q2 2019$9,244,000
+3.1%
58,824
+0.5%
1.81%
+3.7%
Q1 2019$8,970,000
+10.3%
58,525
-5.0%
1.74%
-6.9%
Q4 2018$8,132,000
-16.7%
61,610
+3.0%
1.87%
-5.7%
Q3 2018$9,767,000
+5.0%
59,836
+0.1%
1.99%
+0.9%
Q2 2018$9,303,000
+7.1%
59,762
+1.1%
1.97%
+6.1%
Q1 2018$8,684,000
-2.7%
59,110
+1.1%
1.85%
+6.7%
Q4 2017$8,929,000
+7.1%
58,468
-0.9%
1.74%
+0.1%
Q3 2017$8,334,000
+5.5%
58,973
+1.2%
1.74%
-1.0%
Q2 2017$7,898,000
+8.8%
58,267
+7.0%
1.75%
+2.9%
Q1 2017$7,257,000
+0.9%
54,451
-2.4%
1.70%
-5.8%
Q4 2016$7,193,000
+7.1%
55,774
+1.4%
1.81%
+18.8%
Q3 2016$6,717,000
+6.2%
54,980
+0.6%
1.52%
-1.2%
Q2 2016$6,324,000
-9.6%
54,664
-12.9%
1.54%
-7.1%
Q1 2016$6,997,000
+24.0%
62,756
+23.0%
1.66%
-48.7%
Q4 2015$5,645,000
-0.3%
51,022
-2.7%
3.23%
-19.7%
Q3 2015$5,662,000
+62.2%
52,447
+82.5%
4.02%
+25.8%
Q2 2015$3,491,000
+112.2%
28,736
+114.1%
3.20%
+90.2%
Q1 2015$1,645,00013,4211.68%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2021
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