BigSur Wealth Management LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,567 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 0.86 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 Q1 2022
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