Sugarloaf Wealth Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,621 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.31 and the average weighting 0.9%.

Quarter-by-quarter ownership
Sugarloaf Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$74,762
-4.7%
395
+0.3%
0.02%
+5.6%
Q2 2023$78,411
+5.2%
394
+0.3%
0.02%0.0%
Q1 2023$74,510
-34.6%
393
-36.7%
0.02%
-37.9%
Q4 2022$113,992
+7.5%
621
+0.2%
0.03%
+7.4%
Q3 2022$106,000
-2.8%
620
+0.2%
0.03%0.0%
Q2 2022$109,000
-16.8%
619
+0.3%
0.03%
-12.9%
Q1 2022$131,000
-5.8%
6170.0%0.03%
-6.1%
Q4 2021$139,000
-10.3%
617
-12.7%
0.03%
-19.5%
Q3 2021$155,000
-2.5%
707
+0.1%
0.04%
-4.7%
Q2 2021$159,000
+12.8%
706
-28.8%
0.04%
+2.4%
Q1 2021$141,000
+10.2%
991
+50.8%
0.04%
-2.3%
Q4 2020$128,000
+26.7%
657
+0.6%
0.04%
+16.2%
Q3 2020$101,000
+6.3%
653
+0.3%
0.04%
+2.8%
Q2 2020$95,000
+26.7%
651
+0.2%
0.04%
+5.9%
Q1 2020$75,000
-29.9%
650
+0.5%
0.03%
-24.4%
Q4 2019$107,0006470.04%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
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