Moisand Fitzgerald Tamayo, 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
Moisand Fitzgerald Tamayo, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$2,230,686
-6.4%
11,798
-1.5%
0.47%
-3.3%
Q2 2023$2,383,018
+3.0%
11,982
-1.9%
0.49%
-1.4%
Q1 2023$2,314,701
+1.5%
12,211
-1.7%
0.49%
-5.0%
Q4 2022$2,281,074
+5.0%
12,428
-2.2%
0.52%
-12.8%
Q3 2022$2,173,000
-7.2%
12,714
-4.4%
0.60%
-5.4%
Q2 2022$2,342,000
+57.0%
13,301
+89.4%
0.63%
-7.2%
Q1 2022$1,492,000
-50.7%
7,023
-47.5%
0.68%
-20.3%
Q4 2021$3,025,000
-1.5%
13,386
-4.7%
0.85%
-17.4%
Q3 2021$3,070,000
-3.8%
14,040
-0.8%
1.03%
-10.9%
Q2 2021$3,190,000
+6.3%
14,160
+1.0%
1.16%
-10.7%
Q1 2021$3,002,000
+8.4%
14,023
-1.5%
1.30%
+3.8%
Q4 2020$2,770,000
+20.1%
14,231
-5.1%
1.25%
+4.6%
Q3 2020$2,307,000
+6.5%
15,003
+0.9%
1.19%
+0.1%
Q2 2020$2,166,000
+48.9%
14,865
+17.9%
1.19%
+25.7%
Q1 2020$1,455,000
+10.7%
12,606
+58.9%
0.95%
+40.0%
Q4 2019$1,314,000
+5.7%
7,934
-1.8%
0.68%
+0.7%
Q3 2019$1,243,000
-3.3%
8,078
-1.5%
0.67%
-3.9%
Q2 2019$1,285,000
+1.7%
8,203
-0.8%
0.70%
-0.3%
Q1 2019$1,264,000
+10.8%
8,273
-4.3%
0.70%
-1.7%
Q4 2018$1,141,000
-16.7%
8,643
+2.6%
0.71%
-6.4%
Q3 2018$1,370,000
+0.2%
8,427
-4.0%
0.76%
-4.0%
Q2 2018$1,367,000
+1.3%
8,781
-4.4%
0.80%
-0.9%
Q1 2018$1,350,000
-45.6%
9,188
-45.3%
0.80%
-44.3%
Q4 2017$2,482,000
+2.7%
16,792
-1.8%
1.44%
-2.2%
Q3 2017$2,417,000
+6.0%
17,104
+1.7%
1.47%
-5.2%
Q2 2017$2,280,000
+1.3%
16,822
-0.4%
1.55%
-2.1%
Q1 2017$2,250,000
-3.2%
16,884
-6.3%
1.59%
-8.1%
Q4 2016$2,325,000
+7.3%
18,026
+1.7%
1.72%
+4.9%
Q3 2016$2,166,000
+5.4%
17,732
-0.2%
1.64%
-2.0%
Q2 2016$2,056,000
-46.3%
17,773
-48.2%
1.68%
+5.9%
Q1 2016$3,826,000
+101.9%
34,316
+100.4%
1.58%
-2.7%
Q4 2015$1,895,00017,1281.63%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
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