KESTRA PRIVATE WEALTH SERVICES, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,505 filers reported holding VANGUARD INDEX FDS in Q3 2022. The put-call ratio across all filers is 0.34 and the average weighting 0.9%.

Quarter-by-quarter ownership
KESTRA PRIVATE WEALTH SERVICES, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$9,833,909
-8.2%
52,012
-3.4%
0.31%
-15.8%
Q2 2023$10,712,215
+0.7%
53,860
-4.0%
0.37%
-13.2%
Q1 2023$10,635,853
+3.2%
56,108
-0.1%
0.42%
-19.0%
Q4 2022$10,308,036
+7.3%
56,162
-0.1%
0.52%
-6.1%
Q3 2022$9,609,000
+25.4%
56,225
+29.2%
0.56%
+27.2%
Q2 2022$7,663,000
+9.5%
43,511
+32.1%
0.44%
+25.9%
Q1 2022$7,000,000
+2.1%
32,939
+8.6%
0.35%
+5.8%
Q4 2021$6,854,000
+1.4%
30,327
-1.9%
0.33%
-13.0%
Q3 2021$6,758,000
+5.7%
30,907
+8.9%
0.38%
-3.1%
Q2 2021$6,395,000
+49.6%
28,389
+42.2%
0.39%
+30.5%
Q1 2021$4,275,000
+131.8%
19,967
+110.9%
0.30%
+119.1%
Q4 2020$1,844,000
-99.9%
9,466
-4.9%
0.14%
+2.3%
Q3 2020$1,530,000,0009,9500.13%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2022
NameSharesValueWeighting ↓
Trinity Financial Advisors LLC 214,530$45,776,00030.62%
Aufman Associates Inc 142,058$31,064,00025.55%
Chandler Asset Management, Inc. 284,345$62,178,00016.28%
MBE Wealth Management, LLC 122,106$26,701,00013.60%
Emerson Wealth, LLC 109,619$23,970,00013.36%
BLUESTEM FINANCIAL ADVISORS, LLC 90,893$19,876,00012.99%
McCarthy Grittinger Financial Group, LLC 151,364$33,098,74212.73%
BCK Partners, Inc. 88,920$19,444,00012.35%
Ellenbecker Investment Group 155,596$34,024,00010.64%
Whelan Financial 51,149$11,185,00010.22%
View complete list of VANGUARD INDEX FDS shareholders