Klingman & Associates, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,619 filers reported holding VANGUARD INDEX FDS in Q4 2022. The put-call ratio across all filers is 0.16 and the average weighting 0.9%.

Quarter-by-quarter ownership
Klingman & Associates, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$2,260,900
-3.6%
11,958
+1.4%
0.18%
-3.2%
Q2 2023$2,345,510
+9.2%
11,793
+4.1%
0.19%
+2.2%
Q1 2023$2,147,526
+7.1%
11,329
+3.7%
0.18%
+5.1%
Q4 2022$2,005,909
+15.0%
10,929
+7.0%
0.18%
+2.9%
Q3 2022$1,745,000
-5.2%
10,210
-2.3%
0.17%
-5.0%
Q2 2022$1,841,000
+15.3%
10,454
+39.1%
0.18%
+32.4%
Q1 2022$1,597,000
-4.8%
7,513
+1.2%
0.14%
-5.6%
Q4 2021$1,678,000
+3.4%
7,4240.0%0.14%
-5.3%
Q3 2021$1,623,000
-3.3%
7,424
-0.3%
0.15%
-5.6%
Q2 2021$1,678,000
+1.8%
7,447
-3.2%
0.16%
-5.3%
Q1 2021$1,648,000
+7.6%
7,697
-2.2%
0.17%
-4.0%
Q4 2020$1,532,000
+26.6%
7,8670.0%0.18%
+8.6%
Q3 2020$1,210,000
+5.6%
7,867
+0.1%
0.16%
-6.9%
Q2 2020$1,146,000
+23.5%
7,862
-2.2%
0.18%
-7.4%
Q1 2020$928,000
-41.7%
8,039
-16.3%
0.19%
-27.3%
Q4 2019$1,591,000
+16.9%
9,604
+8.6%
0.26%
+6.6%
Q3 2019$1,361,000
-1.7%
8,8410.0%0.24%
-5.1%
Q2 2019$1,385,000
+2.2%
8,841
-0.3%
0.26%
-2.7%
Q1 2019$1,355,000
+15.2%
8,866
-0.5%
0.26%
-0.4%
Q4 2018$1,176,000
+32.1%
8,912
+62.8%
0.26%
+45.6%
Q3 2018$890,000
+4.5%
5,4740.0%0.18%
-0.5%
Q2 2018$852,000
+6.0%
5,4740.0%0.18%
+1.7%
Q1 2018$804,000
-0.2%
5,474
+0.3%
0.18%
+2.3%
Q4 2017$806,000
+20.8%
5,455
+15.6%
0.18%
+7.3%
Q3 2017$667,0000.0%4,717
-4.2%
0.16%
-7.9%
Q2 2017$667,000
+13.1%
4,922
+11.2%
0.18%
+8.5%
Q1 2017$590,000
+5.4%
4,425
+1.8%
0.16%
-3.5%
Q4 2016$560,000
-5.9%
4,345
-10.7%
0.17%
-5.0%
Q3 2016$595,000
-5.6%
4,867
-10.6%
0.18%
-12.3%
Q2 2016$630,0000.0%5,445
-3.7%
0.20%
-9.7%
Q1 2016$630,000
-12.3%
5,654
-12.9%
0.23%
-15.7%
Q4 2015$718,000
+2.6%
6,4890.0%0.27%
-2.2%
Q3 2015$700,000
-11.2%
6,4890.0%0.27%
-11.6%
Q2 2015$788,000
+1.3%
6,489
+2.2%
0.31%
-3.1%
Q1 2015$778,000
+21.0%
6,351
+15.1%
0.32%
+19.9%
Q4 2014$643,0005,5160.27%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2022
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