Sugarloaf Wealth Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,567 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 0.86 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 Q1 2022
NameSharesValueWeighting ↓
Aufman Associates Inc 161,884$23,590,00026.77%
Chandler Asset Management, Inc. 294,740$42,950,00018.69%
Water Oak Advisors LLC 124,171$18,094,00018.46%
McCarthy Grittinger Financial Group, LLC 163,716$23,856,69614.15%
Acorns Advisers, LLC 2,390,400$348,329,00013.45%
BLUESTEM FINANCIAL ADVISORS, LLC 98,732$14,387,00013.16%
Emerson Wealth, LLC 119,166$17,365,00012.28%
Unified Trust Company, N.A. 101,312$14,763,00011.11%
Heartwood Wealth Advisors LLC 367,893$53,609,00010.61%
VISTA CAPITAL PARTNERS, INC. 363,565$52,979,00010.32%
View complete list of VANGUARD INDEX FDS shareholders