BEACON INVESTMENT ADVISORY SERVICES, INC. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,619 filers reported holding VANGUARD INDEX FDS in Q4 2022. The put-call ratio across all filers is 0.16 and the average weighting 0.9%.

Quarter-by-quarter ownership
BEACON INVESTMENT ADVISORY SERVICES, INC. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$353,320
-9.4%
1,869
-4.7%
0.02%
-5.6%
Q2 2023$390,168
+9.7%
1,962
+4.6%
0.02%
+5.9%
Q1 2023$355,663
+29.8%
1,876
+25.7%
0.02%
+21.4%
Q4 2022$273,946
+7.4%
1,4930.0%0.01%0.0%
Q3 2022$255,000
-8.9%
1,493
-6.3%
0.01%
-6.7%
Q2 2022$280,000
-5.7%
1,593
+13.9%
0.02%
+15.4%
Q1 2022$297,000
+18.3%
1,399
+25.9%
0.01%
+30.0%
Q4 2021$251,000
+4.6%
1,111
+1.1%
0.01%0.0%
Q3 2021$240,000
-3.2%
1,0990.0%0.01%0.0%
Q2 2021$248,0001,0990.01%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2022
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