Kovitz Investment Group Partners, 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
Kovitz Investment Group Partners, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$5,017,162
-0.9%
26,536
+4.2%
0.09%
+21.6%
Q2 2023$5,063,342
+60127.7%
25,458
-42.6%
0.07%
-49.3%
Q1 2023$8,407
-2.4%
44,348
-5.5%
0.15%
-14.1%
Q4 2022$8,614
-99.9%
46,933
-5.5%
0.17%
-13.3%
Q3 2022$8,490,000
-20.3%
49,676
-17.9%
0.20%
-16.9%
Q2 2022$10,651,000
-18.1%
60,482
-1.2%
0.24%
-4.8%
Q1 2022$13,010,000
+11.8%
61,219
+2.5%
0.25%
-9.5%
Q4 2021$11,633,000
-4.9%
59,755
+6.8%
0.27%
+12.8%
Q3 2021$12,229,000
-5.9%
55,925
-3.1%
0.24%
-5.1%
Q2 2021$13,001,000
+9.1%
57,712
+3.7%
0.26%
-7.9%
Q1 2021$11,914,000
+2.4%
55,652
-6.9%
0.28%
-1.8%
Q4 2020$11,633,000
+27.4%
59,755
+0.7%
0.28%
+10.5%
Q3 2020$9,131,000
+1.3%
59,367
-4.0%
0.26%
-7.9%
Q2 2020$9,010,000
+41.6%
61,831
+12.2%
0.28%
+20.9%
Q1 2020$6,365,000
+332.4%
55,131
+520.4%
0.23%
+434.9%
Q4 2019$1,472,000
+207.3%
8,887
+185.4%
0.04%
+186.7%
Q3 2019$479,000
-1.6%
3,1140.0%0.02%0.0%
Q2 2019$487,000
+2.5%
3,1140.0%0.02%0.0%
Q1 2019$475,000
+15.9%
3,114
+0.3%
0.02%
-6.2%
Q4 2018$410,000
-19.1%
3,105
-0.4%
0.02%
-30.4%
Q3 2018$507,000
+4.5%
3,1160.0%0.02%0.0%
Q2 2018$485,000
+5.9%
3,1160.0%0.02%
+4.5%
Q1 2018$458,000
-0.7%
3,1160.0%0.02%
+10.0%
Q4 2017$461,000
+4.8%
3,1160.0%0.02%
-9.1%
Q3 2017$440,000
-8.5%
3,116
-12.2%
0.02%
-15.4%
Q2 2017$481,000
+15.9%
3,550
+13.9%
0.03%
+13.0%
Q1 2017$415,000
+3.2%
3,1160.0%0.02%0.0%
Q4 2016$402,000
+4.4%
3,116
-1.1%
0.02%
-4.2%
Q3 2016$385,000
+1.6%
3,150
-3.7%
0.02%
-7.7%
Q2 2016$379,000
+3.8%
3,2720.0%0.03%
+18.2%
Q1 2016$365,0003,2720.02%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
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