BigSur Wealth Management LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,591 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 0.40 and the average weighting 0.9%.

Quarter-by-quarter ownership
BigSur Wealth Management LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2022$212,000
-16.9%
1,2020.0%0.10%
+1.0%
Q1 2022$255,000
-6.2%
1,2020.0%0.10%
-6.6%
Q4 2021$272,000
+3.4%
1,2020.0%0.11%
-10.2%
Q3 2021$263,000
-3.0%
1,2020.0%0.12%
-3.3%
Q2 2021$271,000
+5.4%
1,2020.0%0.12%
-7.6%
Q1 2021$257,000
+9.8%
1,2020.0%0.13%0.0%
Q4 2020$234,000
+26.5%
1,2020.0%0.13%
+11.9%
Q3 2020$185,000
-47.7%
1,202
-50.5%
0.12%
-53.4%
Q2 2020$354,000
+26.4%
2,4270.0%0.25%
+20.5%
Q1 2020$280,000
-30.3%
2,4270.0%0.21%
-7.5%
Q4 2019$402,000
+7.8%
2,4270.0%0.23%
-9.6%
Q3 2019$373,000
-2.6%
2,4270.0%0.25%
-6.0%
Q2 2019$383,000
+3.0%
2,4270.0%0.27%
+9.4%
Q1 2019$372,000
+36.8%
2,427
+17.7%
0.24%
+26.4%
Q4 2018$272,000
+3.0%
2,062
+6.7%
0.19%
-28.0%
Q2 2017$264,000
+1.9%
1,9330.0%0.27%
-4.3%
Q1 2017$259,000
-21.8%
1,933
-24.6%
0.28%
-36.8%
Q4 2016$331,0002,5630.44%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2021
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