WEALTH ENHANCEMENT ADVISORY SERVICES, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,373 filers reported holding VANGUARD INDEX FDS in Q2 2021. The put-call ratio across all filers is 0.35 and the average weighting 0.9%.

Quarter-by-quarter ownership
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$20,685,167
+2170.9%
109,405
+2288.8%
0.07%
+580.0%
Q2 2023$910,890
-18.6%
4,580
-22.4%
0.01%
-23.1%
Q1 2023$1,118,417
+3.2%
5,900
+7.4%
0.01%
-7.1%
Q4 2022$1,083,516
+20.8%
5,492
+7.5%
0.01%
+7.7%
Q3 2022$897,000
-14.8%
5,108
-12.0%
0.01%
-13.3%
Q2 2022$1,053,000
-22.9%
5,802
-8.8%
0.02%
-16.7%
Q1 2022$1,366,000
+1.1%
6,364
-2.9%
0.02%
-5.3%
Q4 2021$1,351,000
-11.3%
6,551
-1.0%
0.02%
-13.6%
Q3 2021$1,523,000
+7.2%
6,617
+1.4%
0.02%
-4.3%
Q2 2021$1,421,000
-10.6%
6,527
-10.3%
0.02%
-20.7%
Q1 2021$1,589,000
-7.7%
7,274
-13.3%
0.03%
-25.6%
Q4 2020$1,722,000
+16.6%
8,386
-5.2%
0.04%0.0%
Q3 2020$1,477,000
+3.8%
8,849
-5.3%
0.04%
-4.9%
Q2 2020$1,423,000
-41.7%
9,344
-50.0%
0.04%
-52.9%
Q1 2020$2,439,00018,6710.09%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 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