AllSquare Wealth Management LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,591 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 0.40 and the average weighting 0.9%.

Quarter-by-quarter ownership
AllSquare Wealth Management LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$355,357
+11.1%
1,880
+9.2%
0.23%
+11.5%
Q2 2023$319,868
-7.4%
1,722
-5.5%
0.21%
-7.1%
Q1 2023$345,473
+3.2%
1,823
-0.1%
0.22%
-2.6%
Q4 2022$334,869
+7.3%
1,825
+0.1%
0.23%
+1.8%
Q3 2022$312,000
-9.8%
1,824
-7.1%
0.23%
-3.8%
Q2 2022$346,000
-18.4%
1,964
-1.5%
0.24%
-7.8%
Q1 2022$424,000
-14.0%
1,994
-8.6%
0.26%
-11.1%
Q4 2021$493,000
+2.5%
2,182
-0.8%
0.29%0.0%
Q3 2021$481,000
-2.4%
2,200
+0.5%
0.29%
-0.3%
Q2 2021$493,000
+12.3%
2,188
+6.7%
0.29%
+6.3%
Q1 2021$439,000
+8.4%
2,050
-1.4%
0.27%0.0%
Q4 2020$405,000
-14.4%
2,080
-32.3%
0.27%
-21.2%
Q3 2020$473,000
-9.0%
3,072
-13.9%
0.34%
-12.2%
Q2 2020$520,000
+25.0%
3,566
-1.1%
0.39%
+8.3%
Q1 2020$416,000
-34.6%
3,606
-6.1%
0.36%
-18.5%
Q4 2019$636,000
-5.2%
3,842
-11.9%
0.44%
-10.7%
Q3 2019$671,000
-4.4%
4,362
-2.7%
0.50%
-5.0%
Q2 2019$702,000
+3.2%
4,482
+0.8%
0.52%
+2.3%
Q1 2019$680,000
+20.4%
4,448
+4.0%
0.51%
+9.4%
Q4 2018$565,000
-17.0%
4,278
+2.1%
0.47%
-8.1%
Q3 2018$681,000
-10.7%
4,190
-14.5%
0.51%
-12.0%
Q2 2018$763,000
+25.7%
4,900
+18.6%
0.58%
+19.7%
Q1 2018$607,000
+11.2%
4,130
+11.7%
0.48%
+11.8%
Q4 2017$546,000
+12.8%
3,698
+8.0%
0.43%
+8.6%
Q3 2017$484,000
+7.1%
3,424
+2.7%
0.40%
-13.7%
Q2 2017$452,000
+41.2%
3,335
+39.0%
0.46%
+63.7%
Q1 2017$320,000
+26.5%
2,399
+22.5%
0.28%
+21.1%
Q4 2016$253,000
+2430.0%
1,958
+2378.5%
0.23%
+2220.0%
Q3 2016$10,000790.01%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 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