BerganKDV Wealth Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,271 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 0.70 and the average weighting 0.9%.

Quarter-by-quarter ownership
BerganKDV Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2023$18,298
-64.9%
92
-66.5%
0.00%
-60.0%
Q1 2023$52,129
+0.7%
275
-2.5%
0.01%
-16.7%
Q4 2022$51,758
+10.1%
282
+2.5%
0.01%0.0%
Q3 2022$47,000
-2.1%
2750.0%0.01%
+20.0%
Q2 2022$48,000
-17.2%
2750.0%0.01%
-16.7%
Q1 2022$58,000
-6.5%
2750.0%0.01%0.0%
Q4 2021$62,000
+3.3%
2750.0%0.01%
-14.3%
Q3 2021$60,000
-3.2%
2750.0%0.01%0.0%
Q2 2021$62,000
+5.1%
2750.0%0.01%
-12.5%
Q1 2021$59,000
+9.3%
2750.0%0.01%0.0%
Q4 2020$54,000
+28.6%
2750.0%0.01%
+14.3%
Q3 2020$42,000
+5.0%
2750.0%0.01%0.0%
Q2 2020$40,000
+1233.3%
275
+1347.4%
0.01%
+600.0%
Q2 2019$3,000
-66.7%
19
-67.2%
0.00%
-50.0%
Q1 2019$9,000
+12.5%
580.0%0.00%0.0%
Q4 2018$8,000
-11.1%
580.0%0.00%0.0%
Q3 2018$9,0000.0%580.0%0.00%0.0%
Q2 2018$9,000
-97.7%
58
-97.8%
0.00%
-97.9%
Q4 2017$394,000
+6.2%
2,665
+1.5%
0.09%
+1.1%
Q3 2017$371,000
+21.2%
2,626
+16.3%
0.09%
+6.9%
Q2 2017$306,000
+1.7%
2,2580.0%0.09%
-2.2%
Q1 2017$301,0002,2580.09%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Trinity Financial Advisors LLC 221,702$47,432,00033.22%
Aufman Associates Inc 143,772$32,389,00024.98%
Chandler Asset Management, Inc. 287,915$64,861,00016.94%
Emerson Wealth, LLC 109,699$24,713,00013.62%
BLUESTEM FINANCIAL ADVISORS, LLC 88,273$19,886,00013.40%
McCarthy Grittinger Financial Group, LLC 136,444$30,738,17213.37%
MBE Wealth Management, LLC 112,879$25,429,00013.17%
BCK Partners, Inc. 85,967$19,367,00012.81%
Axiom Financial Strategies, LLC 105,847$23,845,00011.00%
Ellenbecker Investment Group 142,982$32,211,00010.57%
View complete list of VANGUARD INDEX FDS shareholders