Peak Asset Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,346 filers reported holding VANGUARD INDEX FDS in Q1 2021. The put-call ratio across all filers is 0.56 and the average weighting 1.0%.

Quarter-by-quarter ownership
Peak Asset Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$2,362,430
-9.2%
12,495
-4.5%
0.57%
-5.3%
Q2 2023$2,601,482
-0.8%
13,080
-5.5%
0.60%
-6.1%
Q1 2023$2,622,374
+96.2%
13,834
+90.0%
0.64%
+84.2%
Q4 2022$1,336,538
+15.7%
7,282
+7.8%
0.35%
+5.8%
Q3 2022$1,155,000
+12.0%
6,756
+15.4%
0.33%
+16.7%
Q2 2022$1,031,000
-35.9%
5,853
-22.7%
0.28%
-24.6%
Q1 2022$1,609,000
+7.4%
7,573
+14.2%
0.37%
+8.1%
Q4 2021$1,498,000
+20.8%
6,629
+16.9%
0.35%
+13.1%
Q3 2021$1,240,000
+35.5%
5,672
+39.7%
0.31%
+34.8%
Q2 2021$915,000
+103.8%
4,061
+93.8%
0.23%
+110.2%
Q1 2021$449,000
+105.0%
2,096
+26.3%
0.11%
+31.7%
Q4 2018$219,000
-60.0%
1,659
-50.8%
0.08%
-55.7%
Q3 2018$548,000
+2.8%
3,373
-1.4%
0.18%
-4.6%
Q2 2018$533,000
+3.5%
3,421
-2.5%
0.19%
+2.6%
Q1 2018$515,000
-3.0%
3,508
-2.3%
0.19%
-2.6%
Q4 2017$531,000
+2.7%
3,591
-1.9%
0.19%
+4.9%
Q3 2017$517,000
-7.8%
3,660
-11.6%
0.18%
-11.1%
Q2 2017$561,000
+12.7%
4,142
+11.0%
0.21%
+10.1%
Q1 2017$498,000
-10.9%
3,733
-13.9%
0.19%
-15.6%
Q4 2016$559,000
-9.5%
4,337
-14.3%
0.22%
-13.8%
Q3 2016$618,000
+6.4%
5,061
+0.8%
0.26%
+1.2%
Q2 2016$581,000
+0.7%
5,019
-3.0%
0.26%
-6.2%
Q1 2016$577,000
-23.7%
5,172
-24.3%
0.27%
-26.1%
Q4 2015$756,000
-8.7%
6,830
-10.9%
0.37%
-16.1%
Q3 2015$828,000
-19.8%
7,666
-9.9%
0.44%
-18.5%
Q2 2015$1,033,000
-2.1%
8,506
-1.2%
0.54%
+3.6%
Q1 2015$1,055,000
+17.0%
8,609
+11.4%
0.52%
+10.1%
Q4 2014$902,0007,7300.48%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2021
NameSharesValueWeighting ↓
Centered Wealth LLC dba Miller Equity Capital Advisors 258,800$49,058,03327.42%
Aufman Associates Inc 148,061$28,066,35423.89%
Investments & Financial Planning, LLC 103,364$19,593,70617.98%
MBE Wealth Management, LLC 140,161$26,568,89515.64%
Whelan Financial 122,311$23,185,25912.86%
Brown Financial Advisory 67,451$12,786,09512.31%
BLUESTEM FINANCIAL ADVISORS, LLC 103,905$19,696,30312.13%
Family Investment Center, Inc. 92,753$17,582,31212.08%
McCarthy Grittinger Financial Group, LLC 157,695$29,892,59111.85%
Chandler Asset Management, Inc. 262,837$49,823,32511.83%
View complete list of VANGUARD INDEX FDS shareholders