Evanson Asset Management, 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
Evanson Asset Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,059,953
-4.9%
5,606
+0.1%
0.10%
-3.9%
Q2 2023$1,114,198
-5.4%
5,602
-9.8%
0.10%
-12.8%
Q1 2023$1,177,781
+3.5%
6,213
+0.2%
0.12%
-4.1%
Q4 2022$1,138,480
+2.8%
6,203
-4.3%
0.12%
-6.2%
Q3 2022$1,108,000
-14.1%
6,485
-11.5%
0.13%
-8.5%
Q2 2022$1,290,000
-25.2%
7,327
-9.7%
0.14%
-15.5%
Q1 2022$1,725,000
-2.2%
8,117
+4.0%
0.17%
+7.0%
Q4 2021$1,764,000
-31.3%
7,806
-31.4%
0.16%
-40.5%
Q3 2021$2,566,000
-4.6%
11,387
-4.7%
0.26%
-5.7%
Q2 2021$2,691,000
+23.9%
11,944
+17.7%
0.28%
-12.8%
Q1 2021$2,172,000
+7.7%
10,144
-2.1%
0.32%0.0%
Q4 2020$2,017,000
+41.5%
10,358
+11.8%
0.32%
+24.4%
Q3 2020$1,425,000
+9.9%
9,263
+4.1%
0.26%
+0.4%
Q2 2020$1,297,000
+66.5%
8,900
+32.0%
0.26%
+38.2%
Q1 2020$779,000
-34.5%
6,744
-6.1%
0.19%
-20.5%
Q4 2019$1,190,000
+8.0%
7,182
+0.3%
0.23%
+3.5%
Q3 2019$1,102,000
-2.4%
7,158
-0.7%
0.23%
-0.9%
Q2 2019$1,129,000
+7.4%
7,208
+4.8%
0.23%
+5.1%
Q1 2019$1,051,000
+9.0%
6,881
-5.8%
0.22%
-1.4%
Q4 2018$964,000
-24.5%
7,306
-6.9%
0.22%
-15.1%
Q3 2018$1,276,000
-26.1%
7,848
-29.2%
0.26%
-24.3%
Q2 2018$1,726,000
+6.0%
11,089
+0.1%
0.34%
+2.1%
Q1 2018$1,628,000
-30.8%
11,083
-30.4%
0.34%
-29.8%
Q4 2017$2,353,000
-11.8%
15,918
-15.7%
0.48%
-16.3%
Q3 2017$2,668,000
+6.6%
18,880
+2.3%
0.57%
-1.0%
Q2 2017$2,502,000
+2.0%
18,460
+0.3%
0.58%
-5.0%
Q1 2017$2,454,000
+7.2%
18,411
+3.7%
0.61%
-4.9%
Q4 2016$2,289,000
+9.6%
17,751
+3.8%
0.64%
+7.1%
Q3 2016$2,089,000
+5.2%
17,101
-0.4%
0.60%
-1.0%
Q2 2016$1,986,000
+17.8%
17,165
+13.5%
0.60%
+4.2%
Q1 2016$1,686,000
-1.9%
15,123
-2.7%
0.58%
-8.0%
Q4 2015$1,719,000
-2.0%
15,537
-4.4%
0.63%
-4.7%
Q3 2015$1,754,000
-8.5%
16,249
+3.0%
0.66%
-1.5%
Q2 2015$1,917,000
+0.8%
15,781
+1.7%
0.67%
-1.8%
Q1 2015$1,902,000
+1.6%
15,519
-3.3%
0.68%
-1.6%
Q4 2014$1,872,000
+14.4%
16,044
+8.5%
0.69%
+3.6%
Q3 2014$1,636,000
+3.3%
14,786
+9.3%
0.67%
+8.8%
Q2 2014$1,584,000
+4.9%
13,527
+1.2%
0.61%
-7.5%
Q1 2014$1,510,000
+3.4%
13,368
+0.7%
0.66%
+2.0%
Q4 2013$1,460,00013,2760.65%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2021
NameSharesValueWeighting ↓
Trinity Financial Advisors LLC 221,702$47,432,00033.22%
Aufman Associates Inc 143,772$32,389,00024.98%
Chandler Asset Management, Inc. 287,915$64,861,00016.94%
Emerson Wealth, LLC 109,699$24,713,00013.62%
BLUESTEM FINANCIAL ADVISORS, LLC 88,273$19,886,00013.40%
McCarthy Grittinger Financial Group, LLC 136,444$30,738,17213.37%
MBE Wealth Management, LLC 112,879$25,429,00013.17%
BCK Partners, Inc. 85,967$19,367,00012.81%
Axiom Financial Strategies, LLC 105,847$23,845,00011.00%
Ellenbecker Investment Group 142,982$32,211,00010.57%
View complete list of VANGUARD INDEX FDS shareholders