ROPES WEALTH ADVISORS LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,271 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 0.70 and the average weighting 0.9%.

Quarter-by-quarter ownership
ROPES WEALTH ADVISORS LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,438,448
-36.6%
7,608
-33.3%
0.28%
-25.8%
Q2 2023$2,267,350
+15.3%
11,400
+9.9%
0.38%
+5.6%
Q1 2023$1,966,120
-1.0%
10,372
-4.2%
0.36%
-0.3%
Q4 2022$1,986,488
+4.6%
10,823
-2.6%
0.36%
-10.5%
Q3 2022$1,899,000
-1.8%
11,112
+1.3%
0.40%
+0.3%
Q2 2022$1,933,000
-8.9%
10,974
+10.0%
0.40%
+9.3%
Q1 2022$2,121,000
-4.8%
9,979
+1.3%
0.36%
-7.1%
Q4 2021$2,227,000
+3.3%
9,8530.0%0.39%
+13.6%
Q3 2021$2,155,000
-1.6%
9,853
+1.4%
0.34%
-0.3%
Q2 2021$2,189,000
+3.1%
9,7180.0%0.35%
-7.0%
Q1 2021$2,123,000
+8.0%
9,718
-3.7%
0.37%
+22.0%
Q4 2020$1,965,000
+32.9%
10,093
+5.0%
0.30%
+6.6%
Q3 2020$1,478,000
+24.2%
9,608
+17.7%
0.29%
+17.7%
Q2 2020$1,190,000
+18.4%
8,163
-6.2%
0.24%
-4.3%
Q1 2020$1,005,000
-21.5%
8,706
+12.7%
0.25%
-8.0%
Q4 2019$1,280,000
+10.6%
7,727
+2.8%
0.28%
+12.2%
Q3 2019$1,157,000
-1.8%
7,517
-0.0%
0.25%
-1.2%
Q2 2019$1,178,000
+2.4%
7,519
-0.1%
0.25%
-18.1%
Q1 2019$1,150,000
+17.3%
7,524
+1.3%
0.30%
+7.8%
Q4 2018$980,000
-22.1%
7,426
-4.0%
0.28%
-9.3%
Q3 2018$1,258,000
+6.7%
7,739
+2.2%
0.31%
-2.5%
Q2 2018$1,179,000
+3.5%
7,574
-2.3%
0.32%
+2.2%
Q1 2018$1,139,000
-6.2%
7,753
-5.6%
0.31%
-1.9%
Q4 2017$1,214,000
+1.8%
8,212
-2.7%
0.32%
-1.9%
Q3 2017$1,193,000
+5.3%
8,442
+1.0%
0.32%
+0.9%
Q2 2017$1,133,000
+26.9%
8,362
+24.8%
0.32%
+24.4%
Q1 2017$893,000
+14.2%
6,701
+10.5%
0.26%
+5.3%
Q4 2016$782,000
+11.7%
6,065
+5.9%
0.24%
+3.4%
Q3 2016$700,000
-10.5%
5,727
-15.3%
0.24%
-13.2%
Q2 2016$782,000
+432.0%
6,764
+414.4%
0.27%
+320.0%
Q1 2016$147,000
+1.4%
1,3150.0%0.06%
+1.6%
Q4 2015$145,000
+2.1%
1,3150.0%0.06%
-13.5%
Q3 2015$142,000
-11.2%
1,3150.0%0.07%
-14.9%
Q2 2015$160,000
-0.6%
1,3150.0%0.09%
+4.8%
Q1 2015$161,0001,3150.08%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Centered Wealth LLC dba Miller Equity Capital Advisors 270,794$53,858,11927.31%
Aufman Associates Inc 147,943$29,424,40424.27%
Investments & Financial Planning, LLC 107,417$21,364,11418.50%
MBE Wealth Management, LLC 148,264$29,488,32515.85%
Whelan Financial 125,604$24,981,37513.06%
Family Investment Center, Inc. 99,242$19,738,14812.63%
BLUESTEM FINANCIAL ADVISORS, LLC 103,586$20,602,25812.46%
McCarthy Grittinger Financial Group, LLC 158,607$31,545,34212.20%
BCK Partners, Inc. 96,331$19,159,17311.98%
Brown Financial Advisory 71,177$14,156,48111.55%
View complete list of VANGUARD INDEX FDS shareholders