Wealth Architects, 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
Wealth Architects, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$10,540,464
-5.7%
55,749
-0.8%
1.79%
-2.8%
Q2 2023$11,173,458
+4.7%
56,179
-0.2%
1.84%
-2.4%
Q1 2023$10,670,027
+1.4%
56,288
-1.9%
1.89%
-5.1%
Q4 2022$10,526,066
+12.8%
57,350
+5.0%
1.99%
+1.9%
Q3 2022$9,333,000
-0.3%
54,606
+2.7%
1.95%
+6.7%
Q2 2022$9,365,000
-14.9%
53,180
+2.7%
1.83%
-2.2%
Q1 2022$11,010,000
+7.8%
51,805
+14.7%
1.87%
+4.5%
Q4 2021$10,210,000
+1.9%
45,176
-1.5%
1.79%
-8.0%
Q3 2021$10,024,000
+3.5%
45,842
+6.7%
1.95%
+2.6%
Q2 2021$9,682,000
+4.0%
42,977
-1.1%
1.90%
-5.9%
Q1 2021$9,307,000
+4.0%
43,476
-5.4%
2.02%
-3.2%
Q4 2020$8,946,000
+21.3%
45,951
-4.2%
2.08%
+4.0%
Q3 2020$7,375,000
-1.3%
47,954
-6.5%
2.00%
-4.5%
Q2 2020$7,475,000
+24.7%
51,294
-1.2%
2.10%
+0.8%
Q1 2020$5,993,000
+77.6%
51,913
+154.8%
2.08%
+120.5%
Q4 2019$3,375,000
+9.4%
20,375
+1.7%
0.94%
+0.4%
Q3 2019$3,084,000
-1.5%
20,042
+0.3%
0.94%
-0.4%
Q2 2019$3,130,000
+2.6%
19,977
+0.0%
0.94%
-0.8%
Q1 2019$3,051,000
+16.5%
19,969
+0.6%
0.95%
+1.1%
Q4 2018$2,620,000
-10.9%
19,853
+9.8%
0.94%
+3.7%
Q3 2018$2,940,000
+0.0%
18,082
-4.2%
0.91%
-4.6%
Q2 2018$2,939,000
+13.0%
18,878
+6.7%
0.95%
+10.5%
Q1 2018$2,600,000
-1.7%
17,698
-1.1%
0.86%
-0.7%
Q4 2017$2,645,000
+4.6%
17,897
+0.0%
0.87%
-1.4%
Q3 2017$2,529,000
+4.6%
17,896
+0.3%
0.88%
-2.3%
Q2 2017$2,418,000
-9.4%
17,844
-10.9%
0.90%
-15.1%
Q1 2017$2,668,000
+1.6%
20,017
-1.7%
1.06%
-9.3%
Q4 2016$2,626,000
+13.3%
20,360
+7.3%
1.17%
+8.9%
Q3 2016$2,318,000
-1.4%
18,978
-6.6%
1.07%
-5.7%
Q2 2016$2,350,000
+9.3%
20,316
+5.3%
1.14%
+6.0%
Q1 2016$2,151,000
+77.2%
19,292
+75.9%
1.07%
+79.0%
Q4 2015$1,214,000
-10.8%
10,968
-13.0%
0.60%
-17.9%
Q3 2015$1,361,000
-11.9%
12,607
-0.8%
0.73%
-11.9%
Q2 2015$1,544,000
-4.6%
12,707
-3.8%
0.83%
-10.9%
Q1 2015$1,619,000
+123.6%
13,207
+112.8%
0.93%
+119.3%
Q4 2014$724,0006,2060.42%
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