MISSION WEALTH MANAGEMENT, LP - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,650 filers reported holding VANGUARD INDEX FDS in Q2 2023. The put-call ratio across all filers is 0.38 and the average weighting 0.9%.

Quarter-by-quarter ownership
MISSION WEALTH MANAGEMENT, LP ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$211,824,627
-5.2%
971,486
-0.6%
5.61%
-4.5%
Q1 2024$223,358,153
+17.8%
977,112
+10.0%
5.88%
-4.5%
Q4 2023$189,529,832
+18.7%
888,435
+5.2%
6.15%
+3.5%
Q3 2023$159,635,681
+0.9%
844,321
+6.1%
5.95%
-0.5%
Q2 2023$158,265,166
+12.4%
795,742
+7.2%
5.98%
+1.4%
Q1 2023$140,764,486
+11.7%
742,585
+8.2%
5.89%
-2.2%
Q4 2022$126,021,103
+9.1%
686,614
+1.6%
6.03%
-1.5%
Q3 2022$115,546,000
+5.0%
676,062
+8.2%
6.12%
+5.8%
Q2 2022$110,029,000
-10.6%
624,775
+7.9%
5.78%
+1.7%
Q1 2022$123,018,000
-5.8%
578,857
+0.2%
5.69%
-3.2%
Q4 2021$130,572,000
+8.5%
577,726
+5.0%
5.88%
-4.1%
Q3 2021$120,325,000
+4.2%
550,258
+7.3%
6.13%
+0.0%
Q2 2021$115,494,000
+12.4%
512,670
+6.8%
6.12%
+2.7%
Q1 2021$102,726,000
+18.0%
479,847
+7.3%
5.96%
+9.5%
Q4 2020$87,050,000
+42.9%
447,146
+12.9%
5.45%
+19.5%
Q3 2020$60,901,000
+24.6%
395,976
+18.0%
4.56%
+8.1%
Q2 2020$48,887,000
+93.1%
335,483
+53.0%
4.22%
+51.0%
Q1 2020$25,315,000
-46.3%
219,288
-22.9%
2.79%
-38.3%
Q4 2019$47,105,000
+24.7%
284,380
+15.8%
4.53%
+12.2%
Q3 2019$37,782,000
+14.7%
245,515
+16.7%
4.04%
+9.3%
Q2 2019$32,952,000
+9.6%
210,343
+6.9%
3.69%
+5.8%
Q1 2019$30,071,000
+22.9%
196,802
+6.2%
3.49%
+9.5%
Q4 2018$24,463,000
-0.2%
185,343
+22.9%
3.19%
-1.2%
Q3 2018$24,520,000
+12.5%
150,815
+7.7%
3.23%
+0.3%
Q2 2018$21,803,000
+9.3%
140,062
+3.2%
3.22%0.0%
Q1 2018$19,944,000
+22.7%
135,750
+23.5%
3.22%
+15.6%
Q4 2017$16,249,000
+11.7%
109,937
+6.8%
2.78%
+4.2%
Q3 2017$14,550,000
+10.2%
102,959
+5.7%
2.67%
+6.5%
Q2 2017$13,200,000
-0.5%
97,385
-2.2%
2.51%
-2.8%
Q1 2017$13,265,000
+6.4%
99,526
+3.0%
2.58%
+4.0%
Q4 2016$12,465,000
+16.1%
96,658
+10.0%
2.48%
-4.5%
Q3 2016$10,740,000
+11.1%
87,903
+5.1%
2.60%
+1.1%
Q2 2016$9,671,000
+21.1%
83,600
+16.7%
2.57%
+19.5%
Q1 2016$7,984,000
+11.0%
71,612
+10.1%
2.15%
+6.2%
Q4 2015$7,193,000
+12.8%
65,017
+10.1%
2.02%
+4.9%
Q3 2015$6,374,000
-7.5%
59,041
+5.0%
1.93%
-18.2%
Q2 2015$6,892,00056,2362.36%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 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