Highland Private Wealth Management - 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
Highland Private Wealth Management ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2022$3,532,000
+12.1%
20,668
+15.5%
0.57%
+17.5%
Q2 2022$3,151,000
+48.1%
17,893
+78.8%
0.48%
+70.8%
Q1 2022$2,127,000
-8.0%
10,006
-2.2%
0.28%
-3.1%
Q4 2021$2,313,000
-1.4%
10,236
-4.6%
0.29%
-11.5%
Q3 2021$2,346,000
+1.7%
10,729
+4.8%
0.33%
-3.2%
Q2 2021$2,307,000
+10.5%
10,242
+5.0%
0.34%
-0.6%
Q1 2021$2,088,000
-47.2%
9,752
-52.0%
0.34%
+0.9%
Q4 2020$3,952,000
+125.2%
20,298
+77.9%
0.34%
-1.2%
Q3 2020$1,755,000
-0.7%
11,412
-5.9%
0.34%
-9.2%
Q2 2020$1,767,000
-29.9%
12,123
-44.5%
0.38%
+10.1%
Q1 2020$2,522,000
+683.2%
21,852
+1024.1%
0.34%
+348.1%
Q4 2019$322,0001,9440.08%
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