BerganKDV Wealth Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,383 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.16 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 Q3 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