Dakota Wealth Management - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,271 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 0.70 and the average weighting 0.9%.

Quarter-by-quarter ownership
Dakota Wealth Management ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$2,517,066
-11.2%
13,313
-6.6%
0.11%
-16.5%
Q2 2023$2,835,153
+1.4%
14,255
-3.4%
0.13%
-28.9%
Q1 2023$2,797,314
+17.5%
14,757
+13.8%
0.19%
+10.7%
Q4 2022$2,380,926
+7.4%
12,972
+0.0%
0.17%
-5.6%
Q3 2022$2,217,000
-4.9%
12,968
-2.1%
0.18%
-16.7%
Q2 2022$2,332,000
-16.8%
13,240
+0.4%
0.22%
-5.3%
Q1 2022$2,803,000
-0.2%
13,187
+6.1%
0.23%
-23.3%
Q4 2021$2,809,000
-9.6%
12,428
-12.5%
0.30%
-17.1%
Q3 2021$3,107,000
-5.1%
14,206
-2.3%
0.36%
-8.5%
Q2 2021$3,275,000
+3.5%
14,536
-1.6%
0.39%
-6.0%
Q1 2021$3,164,000
+7.1%
14,779
-2.6%
0.42%
+8.1%
Q4 2020$2,954,000
+25.9%
15,175
-0.6%
0.38%
+3.8%
Q3 2020$2,347,000
+0.9%
15,263
-4.4%
0.37%
-7.0%
Q2 2020$2,327,000
+15.1%
15,966
-8.8%
0.40%
-9.8%
Q1 2020$2,021,000
-40.3%
17,510
-14.4%
0.44%
-18.8%
Q4 2019$3,388,000
+20.0%
20,450
+11.4%
0.54%
+11.7%
Q3 2019$2,824,000
+1.1%
18,351
+2.9%
0.49%
-9.2%
Q2 2019$2,794,000
-2.2%
17,838
-4.5%
0.54%
-5.8%
Q1 2019$2,856,000
+43.0%
18,674
+23.9%
0.57%
+25.7%
Q4 2018$1,997,000
-8.3%
15,068
+12.5%
0.45%
-7.6%
Q3 2018$2,177,000
+9.6%
13,393
+4.9%
0.49%
-11.4%
Q2 2018$1,986,00012,7630.55%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
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