Bison Wealth, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,829 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is 0.12 and the average weighting 0.9%.

Quarter-by-quarter ownership
Bison Wealth, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$420,6600.0%1,8400.0%0.07%0.0%
Q1 2024$420,660
+12.0%
1,840
+4.5%
0.07%
+1.5%
Q4 2023$375,719
+14.6%
1,761
+1.6%
0.07%
+4.7%
Q3 2023$327,880
-1.6%
1,734
+3.5%
0.06%
+3.2%
Q2 2023$333,168
+8.1%
1,6750.0%0.06%
-35.4%
Q1 2023$308,086
-6.8%
1,675
-0.1%
0.10%
-9.4%
Q4 2022$330,656
+26.7%
1,676
+9.5%
0.11%
+3.9%
Q3 2022$261,000
-3.7%
1,531
-0.3%
0.10%
-34.6%
Q2 2022$271,000
-35.8%
1,536
-22.6%
0.16%
-27.4%
Q1 2022$422,000
-27.5%
1,984
-23.0%
0.22%
-36.6%
Q4 2021$582,000
-29.5%
2,575
-31.9%
0.34%
-10.3%
Q3 2021$826,000
+3.9%
3,779
-37.2%
0.38%
+8.6%
Q2 2021$795,000
+52.0%
6,018
+22.0%
0.35%
+55.4%
Q1 2021$523,000
-0.4%
4,931
+82.9%
0.22%
-8.6%
Q4 2020$525,000
+36.4%
2,696
+7.6%
0.24%
+8.4%
Q3 2020$385,000
+17.4%
2,506
+11.2%
0.23%
+9.2%
Q2 2020$328,000
+3.5%
2,253
-18.0%
0.21%
-10.0%
Q1 2020$317,000
-36.6%
2,747
-8.9%
0.23%
-3.8%
Q4 2019$500,000
-9.1%
3,017
-15.6%
0.24%
-21.6%
Q3 2019$550,000
-5.0%
3,574
-3.4%
0.30%
-9.5%
Q2 2019$579,000
-2.0%
3,698
-4.4%
0.34%
-7.2%
Q1 2019$591,000
+41.7%
3,867
+22.3%
0.36%
+19.8%
Q4 2018$417,000
-21.3%
3,161
-3.0%
0.30%
-12.7%
Q3 2018$530,000
+34.2%
3,260
+28.4%
0.35%
+18.0%
Q2 2018$395,000
+6.2%
2,539
+0.2%
0.29%
+3.5%
Q1 2018$372,000
-0.8%
2,5340.0%0.28%
+2.9%
Q4 2017$375,000
+4.7%
2,5340.0%0.28%
-3.8%
Q3 2017$358,000
+36.1%
2,534
+30.5%
0.29%
+32.3%
Q2 2017$263,000
+7.3%
1,942
+5.8%
0.22%
+2.8%
Q1 2017$245,000
+4.3%
1,836
+0.5%
0.21%
+5.5%
Q4 2016$235,0001,8260.20%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2023
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