Sowell Financial Services LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,621 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.31 and the average weighting 0.9%.

Quarter-by-quarter ownership
Sowell Financial Services LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$3,342,000
-13.8%
17,676
-9.3%
0.21%
-2.8%
Q2 2023$3,878,000
+98904.3%
19,498
-5.6%
0.22%
-28.5%
Q1 2023$3,917
-37.7%
20,662
-39.7%
0.30%
-25.8%
Q4 2022$6,285
-99.8%
34,245
+59.2%
0.41%
+9.7%
Q3 2022$3,675,000
-8.1%
21,505
+21.5%
0.37%
+62.0%
Q4 2021$3,999,000
-10.7%
17,693
-13.6%
0.23%
-24.2%
Q3 2021$4,479,000
+0.7%
20,481
+3.7%
0.30%
+2.4%
Q2 2021$4,448,000
-86.4%
19,742
-86.7%
0.30%
-74.1%
Q1 2021$32,702,000
+3.5%
147,905
-8.9%
1.14%
-15.7%
Q4 2020$31,592,000
+24.9%
162,276
-1.3%
1.35%
+6.9%
Q3 2020$25,297,000
+17.1%
164,481
+10.9%
1.26%
+6.4%
Q2 2020$21,604,000
+126.0%
148,260
+79.1%
1.19%
+67.9%
Q1 2020$9,558,000
+418.9%
82,797
+644.7%
0.71%
+405.0%
Q4 2019$1,842,000
+29.4%
11,118
+20.2%
0.14%
+18.6%
Q3 2019$1,424,000
+35.1%
9,252
+34.1%
0.12%0.0%
Q1 2019$1,054,000
+13.5%
6,897
-2.0%
0.12%
-10.6%
Q4 2018$929,000
-25.0%
7,040
-9.3%
0.13%
-49.8%
Q2 2018$1,238,000
+2.7%
7,764
-4.7%
0.26%
-12.6%
Q1 2018$1,205,000
-15.6%
8,149
-13.5%
0.30%
-13.8%
Q4 2017$1,427,000
-3.7%
9,416
-9.2%
0.35%
-9.6%
Q3 2017$1,482,000
-5.7%
10,366
-10.2%
0.39%
-13.5%
Q2 2017$1,571,000
+15.9%
11,545
+14.0%
0.45%
+11.5%
Q1 2017$1,355,000
+9.5%
10,123
+10.4%
0.40%
-3.6%
Q4 2016$1,238,0009,1730.42%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
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