Pensionmark Financial Group, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,383 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.16 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 Q3 2021
NameSharesValueWeighting ↓
Aufman Associates Inc 161,884$23,590,00026.77%
Chandler Asset Management, Inc. 294,740$42,950,00018.69%
Water Oak Advisors LLC 124,171$18,094,00018.46%
McCarthy Grittinger Financial Group, LLC 163,716$23,856,69614.15%
Acorns Advisers, LLC 2,390,400$348,329,00013.45%
BLUESTEM FINANCIAL ADVISORS, LLC 98,732$14,387,00013.16%
Emerson Wealth, LLC 119,166$17,365,00012.28%
Unified Trust Company, N.A. 101,312$14,763,00011.11%
Heartwood Wealth Advisors LLC 367,893$53,609,00010.61%
VISTA CAPITAL PARTNERS, INC. 363,565$52,979,00010.32%
View complete list of VANGUARD INDEX FDS shareholders