Pensionmark Financial Group, 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
Pensionmark Financial Group, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,346,954
-15.8%
7,124
-11.4%
0.27%
-13.9%
Q2 2023$1,600,139
+2.3%
8,045
-2.5%
0.31%
-4.9%
Q1 2023$1,563,456
+7.6%
8,248
+4.2%
0.33%
-2.1%
Q4 2022$1,452,641
-20.0%
7,915
-25.5%
0.33%
-22.7%
Q3 2022$1,815,000
-14.0%
10,621
-1.4%
0.43%
-2.7%
Q2 2022$2,110,000
-8.5%
10,767
-0.8%
0.44%
-7.5%
Q1 2022$2,306,000
+1.0%
10,852
+0.6%
0.48%
+0.2%
Q4 2021$2,284,000
+59.1%
10,784
+64.2%
0.48%
+47.1%
Q3 2021$1,436,000
+22.6%
6,566
+26.3%
0.32%
+21.3%
Q2 2021$1,171,000
+34.3%
5,199
+28.1%
0.27%
+27.6%
Q1 2021$872,000
+5.2%
4,060
+6.8%
0.21%0.0%
Q4 2020$829,000
+65.8%
3,803
+16.9%
0.21%
+22.8%
Q3 2020$500,000
-2.5%
3,253
+0.7%
0.17%
-4.5%
Q2 2020$513,000
-16.9%
3,231
-39.6%
0.18%
-37.4%
Q1 2020$617,000
+193.8%
5,347
+286.1%
0.29%
+204.3%
Q4 2018$210,0001,3850.09%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
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