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
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
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% | 617 | 0.0% | 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 | $107,000 | – | 647 | – | 0.04% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Trinity Financial Advisors LLC | 221,702 | $47,432,000 | 33.22% |
Aufman Associates Inc | 143,772 | $32,389,000 | 24.98% |
Chandler Asset Management, Inc. | 287,915 | $64,861,000 | 16.94% |
Emerson Wealth, LLC | 109,699 | $24,713,000 | 13.62% |
BLUESTEM FINANCIAL ADVISORS, LLC | 88,273 | $19,886,000 | 13.40% |
McCarthy Grittinger Financial Group, LLC | 136,444 | $30,738,172 | 13.37% |
MBE Wealth Management, LLC | 112,879 | $25,429,000 | 13.17% |
BCK Partners, Inc. | 85,967 | $19,367,000 | 12.81% |
Axiom Financial Strategies, LLC | 105,847 | $23,845,000 | 11.00% |
Ellenbecker Investment Group | 142,982 | $32,211,000 | 10.57% |