Regal Wealth Group, Inc. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,034 filers reported holding VANGUARD INDEX FDS in Q1 2020. The put-call ratio across all filers is 0.47 and the average weighting 0.7%.

Quarter-by-quarter ownership
Regal Wealth Group, Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,098,242
-4.2%
5,809
-0.2%
0.75%
-0.3%
Q2 2023$1,146,789
+3.9%
5,819
-0.0%
0.75%
-4.1%
Q1 2023$1,103,509
+4.2%
5,820
+0.8%
0.78%
+0.8%
Q4 2022$1,059,432
+3.8%
5,772
+0.0%
0.78%
-1.3%
Q3 2022$1,021,000
+0.6%
5,770
+0.1%
0.79%
+7.5%
Q2 2022$1,015,000
-14.2%
5,766
+0.2%
0.73%
-0.7%
Q1 2022$1,183,000
-9.8%
5,754
-0.8%
0.74%
-0.1%
Q4 2021$1,311,000
+3.3%
5,8010.0%0.74%
-3.0%
Q3 2021$1,269,000
-2.9%
5,8010.0%0.76%
-1.3%
Q2 2021$1,307,000
+5.2%
5,8010.0%0.77%
+5.8%
Q1 2021$1,242,000
+8.5%
5,801
-1.3%
0.73%
+4.6%
Q4 2020$1,145,000
+18.0%
5,879
-6.8%
0.70%
-7.5%
Q3 2020$970,000
+5.5%
6,3080.0%0.76%
-0.4%
Q2 2020$919,000
+26.2%
6,3080.0%0.76%
+6.3%
Q1 2020$728,000
-30.3%
6,3080.0%0.71%
+5.5%
Q4 2019$1,045,000
+7.6%
6,3080.0%0.68%
+1.3%
Q3 2019$971,000
-1.6%
6,308
+0.1%
0.67%
-2.6%
Q2 2019$987,000
+2.5%
6,3000.0%0.68%
-1.2%
Q1 2019$963,000
+15.7%
6,3000.0%0.69%
-8.7%
Q4 2018$832,000
-18.8%
6,3000.0%0.76%
+8.3%
Q3 2018$1,024,000
+4.4%
6,3000.0%0.70%
-32.9%
Q2 2018$981,000
+5.9%
6,3000.0%1.04%
+46.4%
Q1 2018$926,000
-0.5%
6,3000.0%0.71%
+8.5%
Q4 2017$931,000
+4.6%
6,3000.0%0.66%
+0.2%
Q3 2017$890,000
+4.2%
6,3000.0%0.66%
-0.9%
Q2 2017$854,000
+1.7%
6,3000.0%0.66%
+3.4%
Q1 2017$840,000
+3.4%
6,3000.0%0.64%
-2.9%
Q4 2016$812,000
+5.5%
6,3000.0%0.66%
-5.6%
Q3 2016$770,000
+5.6%
6,3000.0%0.70%
+1.7%
Q2 2016$729,000
+3.8%
6,3000.0%0.69%
+1.5%
Q1 2016$702,000
+0.7%
6,3000.0%0.68%
-1.6%
Q4 2015$697,0006,3000.69%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2020
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