Wealthquest Corp - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,525 filers reported holding VANGUARD INDEX FDS in Q3 2022. The put-call ratio across all filers is 0.34 and the average weighting 0.9%.

Quarter-by-quarter ownership
Wealthquest Corp ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q1 2024$29,901,913
+4.3%
130,810
-2.7%
3.20%
+0.8%
Q4 2023$28,677,311
+13.5%
134,427
+0.6%
3.18%
+2.5%
Q3 2023$25,273,318
-2.7%
133,671
+2.4%
3.10%0.0%
Q2 2023$25,962,010
+6.4%
130,534
+1.4%
3.10%
-2.0%
Q1 2023$24,402,842
+4.7%
128,734
+1.4%
3.17%
+5.6%
Q4 2022$23,299,472
+9.2%
126,944
+1.7%
3.00%
+0.5%
Q3 2022$21,341,000
+84.2%
124,868
+89.8%
2.98%
+70.7%
Q2 2022$11,586,000
-49.7%
65,789
-35.5%
1.75%
-50.6%
Q1 2022$23,039,0000.0%101,9420.0%3.54%0.0%
Q4 2021$23,039,000
+11.8%
101,942
+8.2%
3.54%
+1.7%
Q3 2021$20,611,000
+27.6%
94,258
+31.5%
3.48%
+25.9%
Q2 2021$16,149,000
+80.4%
71,687
+71.5%
2.76%
+65.2%
Q1 2021$8,951,000
+4224.2%
41,812
+3237.0%
1.67%
+2733.9%
Q4 2019$207,000
-27.4%
1,253
-32.9%
0.06%
-45.4%
Q1 2019$285,000
+12.2%
1,866
-3.1%
0.11%
+3.8%
Q4 2018$254,0001,9250.10%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2022
NameSharesValueWeighting ↓
Centered Wealth LLC dba Miller Equity Capital Advisors 295,404$64,409,77926.79%
Aufman Associates Inc 149,181$32,527,41323.15%
Investments & Financial Planning, LLC 152,955$33,350,40822.39%
MBE Wealth Management, LLC 116,944$25,498,45115.44%
Brown Financial Advisory 78,310$17,074,64113.13%
Whelan Financial 131,262$28,620,35012.78%
Chandler Asset Management, Inc. 285,830$62,322,37312.63%
BLUESTEM FINANCIAL ADVISORS, LLC 113,418$24,729,60712.50%
McCarthy Grittinger Financial Group, LLC 165,515$36,091,88911.39%
BCK Partners, Inc. 100,048$21,814,53111.28%
View complete list of VANGUARD INDEX FDS shareholders