Compass Ion Advisors, 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
Compass Ion Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$8,481,338
+87.0%
44,858
+96.7%
1.46%
+26.4%
Q2 2023$4,534,655
+99.3%
22,800
+90.0%
1.15%
+100.5%
Q1 2023$2,274,971
+0.6%
12,001
-2.6%
0.57%
-1.2%
Q4 2022$2,262,468
+6.4%
12,327
-1.0%
0.58%
-1.5%
Q3 2022$2,127,000
-3.5%
12,446
-0.5%
0.59%
-7.5%
Q2 2022$2,204,000
-20.7%
12,513
-4.4%
0.64%
-25.9%
Q1 2022$2,781,000
-1.7%
13,085
+4.6%
0.86%
-5.4%
Q4 2021$2,828,000
+156.2%
12,511
+147.9%
0.91%
+129.2%
Q3 2021$1,104,000
+12.5%
5,047
+15.9%
0.40%
+4.2%
Q2 2021$981,000
+46.0%
4,355
+38.7%
0.38%
+37.5%
Q1 2021$672,000
+19.1%
3,141
+8.4%
0.28%
+27.1%
Q4 2020$564,000
+22.1%
2,897
-3.6%
0.22%
-25.6%
Q3 2020$462,000
+23.9%
3,004
+17.4%
0.29%
-12.0%
Q2 2020$373,000
+39.7%
2,558
+10.5%
0.33%
+38.2%
Q1 2020$267,0002,3150.24%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2021
NameSharesValueWeighting ↓
Aufman Associates Inc 161,884$23,590,00026.77%
Chandler Asset Management, Inc. 294,740$42,950,00018.69%
Water Oak Advisors LLC 124,171$18,094,00018.46%
McCarthy Grittinger Financial Group, LLC 163,716$23,856,69614.15%
Acorns Advisers, LLC 2,390,400$348,329,00013.45%
BLUESTEM FINANCIAL ADVISORS, LLC 98,732$14,387,00013.16%
Emerson Wealth, LLC 119,166$17,365,00012.28%
Unified Trust Company, N.A. 101,312$14,763,00011.11%
Heartwood Wealth Advisors LLC 367,893$53,609,00010.61%
VISTA CAPITAL PARTNERS, INC. 363,565$52,979,00010.32%
View complete list of VANGUARD INDEX FDS shareholders