INSPIRION WEALTH ADVISORS, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,383 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.16 and the average weighting 0.9%.

Quarter-by-quarter ownership
INSPIRION WEALTH ADVISORS, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$313,986
-6.5%
1,661
-1.7%
0.06%
-4.7%
Q2 2023$335,843
+1.7%
1,689
-3.0%
0.06%
-3.0%
Q1 2023$330,306
+2.8%
1,742
-0.5%
0.07%
-2.9%
Q4 2022$321,265
+4.6%
1,750
-2.6%
0.07%
-1.4%
Q3 2022$307,000
-2.8%
1,7970.0%0.07%0.0%
Q2 2022$316,000
-17.3%
1,7970.0%0.07%
-11.5%
Q1 2022$382,000
-5.4%
1,797
+0.6%
0.08%
-8.2%
Q4 2021$404,000
+3.6%
1,787
+0.2%
0.08%
-5.6%
Q3 2021$390,000
-6.2%
1,784
-3.4%
0.09%
-12.6%
Q2 2021$416,000
+5.3%
1,8470.0%0.10%
-1.9%
Q1 2021$395,000
+4.5%
1,847
-4.9%
0.10%
-0.9%
Q4 2020$378,000
+26.0%
1,942
-0.6%
0.11%
+2.9%
Q3 2020$300,000
+4.5%
1,953
-0.8%
0.10%
-8.8%
Q2 2020$287,000
+24.8%
1,969
-1.1%
0.11%
-0.9%
Q1 2020$230,000
-40.6%
1,990
-14.8%
0.11%
-13.0%
Q4 2019$387,000
+7.8%
2,335
+0.0%
0.13%
-16.6%
Q3 2019$359,000
-8.9%
2,334
-7.2%
0.16%
-7.6%
Q2 2019$394,000
-1.3%
2,516
-3.7%
0.17%
-4.0%
Q1 2019$399,000
-2.2%
2,614
-15.5%
0.18%
-13.2%
Q4 2018$408,000
-27.0%
3,093
-10.0%
0.20%
-13.9%
Q3 2018$559,000
-17.8%
3,437
-21.3%
0.24%
-25.9%
Q2 2018$680,000
-12.1%
4,369
-17.1%
0.32%
-15.3%
Q1 2018$774,000
-52.9%
5,271
-52.6%
0.38%
-52.6%
Q4 2017$1,643,000
+8.4%
11,118
+3.7%
0.80%
+3.8%
Q3 2017$1,516,000
+6.5%
10,725
+2.1%
0.77%
-0.4%
Q2 2017$1,423,000
+17.6%
10,500
+15.6%
0.77%
+12.7%
Q1 2017$1,210,000
+36.1%
9,081
+31.8%
0.68%
+21.5%
Q4 2016$889,000
+12.1%
6,891
+6.2%
0.56%
+9.7%
Q3 2016$793,000
+11.7%
6,491
+5.8%
0.51%
+10.8%
Q2 2016$710,000
+3.0%
6,135
-0.8%
0.46%
-3.9%
Q1 2016$689,000
+7.3%
6,183
+6.6%
0.48%
+2.5%
Q4 2015$642,000
+4.4%
5,800
+1.8%
0.47%
-3.1%
Q3 2015$615,000
+1.2%
5,695
+13.8%
0.49%
+8.0%
Q2 2015$608,000
+48.7%
5,004
+49.8%
0.45%
+36.8%
Q1 2015$409,000
+46.1%
3,341
+39.4%
0.33%
+26.5%
Q4 2014$280,0002,3960.26%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 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