Schneider Downs Wealth Management Advisors, LP - 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
Schneider Downs Wealth Management Advisors, LP ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$475,511
-26.1%
2,515
-22.3%
0.11%
-25.2%
Q2 2023$643,409
-7.9%
3,235
-12.2%
0.15%
+2.1%
Q1 2023$698,718
-1.9%
3,686
-5.0%
0.14%
-7.7%
Q4 2022$712,135
+21.9%
3,880
+13.5%
0.16%
-8.8%
Q3 2022$584,000
-3.0%
3,4190.0%0.17%
+1.8%
Q2 2022$602,000
-15.8%
3,419
+1.6%
0.17%
-7.7%
Q1 2022$715,000
-6.0%
3,3650.0%0.18%0.0%
Q4 2021$761,000
-26.8%
3,365
-29.2%
0.18%
-32.3%
Q3 2021$1,040,000
+8.1%
4,755
+11.3%
0.27%
+8.0%
Q2 2021$962,000
+2.9%
4,271
-2.2%
0.25%
+8.7%
Q1 2021$935,000
+8.3%
4,369
-1.4%
0.23%
-4.6%
Q4 2020$863,000
+26.5%
4,4320.0%0.24%
+4.8%
Q3 2020$682,000
+7.4%
4,432
+1.7%
0.23%
+5.5%
Q2 2020$635,000
+20.7%
4,358
-4.4%
0.22%
+12.4%
Q1 2020$526,000
-30.1%
4,558
+0.2%
0.19%
-14.2%
Q4 2019$753,000
+7.6%
4,549
-0.0%
0.22%
+3.2%
Q3 2019$700,000
-2.8%
4,550
-1.0%
0.22%
-13.1%
Q2 2019$720,000
-0.6%
4,595
-3.0%
0.25%
-8.1%
Q1 2019$724,000
+22.7%
4,739
+6.0%
0.27%
+7.1%
Q4 2018$590,000
-18.8%
4,4720.0%0.26%
-44.6%
Q3 2018$727,000
+3.9%
4,472
-0.5%
0.46%
-1.1%
Q2 2018$700,000
-47.4%
4,496
-50.4%
0.46%
+23.7%
Q1 2018$1,332,000
+81.5%
9,066
+82.7%
0.38%
-11.3%
Q4 2017$734,000
+4.0%
4,963
-0.6%
0.42%
-6.8%
Q3 2017$706,000
+3.8%
4,994
-0.4%
0.46%
+2.0%
Q2 2017$680,000
+1.8%
5,0140.0%0.45%
-2.4%
Q1 2017$668,000
+20.4%
5,014
+16.5%
0.46%
+21.2%
Q4 2016$555,000
-32.8%
4,305
-36.3%
0.38%
-29.5%
Q3 2016$826,000
+1.7%
6,763
-3.7%
0.54%
-2.4%
Q2 2016$812,000
+4.5%
7,021
+0.8%
0.55%
+1.1%
Q1 2016$777,000
+11.2%
6,968
+10.3%
0.54%
-33.1%
Q4 2015$699,0006,3190.81%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Centered Wealth LLC dba Miller Equity Capital Advisors 270,794$53,858,11927.31%
Aufman Associates Inc 147,943$29,424,40424.27%
Investments & Financial Planning, LLC 107,417$21,364,11418.50%
MBE Wealth Management, LLC 148,264$29,488,32515.85%
Whelan Financial 125,604$24,981,37513.06%
Family Investment Center, Inc. 99,242$19,738,14812.63%
BLUESTEM FINANCIAL ADVISORS, LLC 103,586$20,602,25812.46%
McCarthy Grittinger Financial Group, LLC 158,607$31,545,34212.20%
BCK Partners, Inc. 96,331$19,159,17311.98%
Brown Financial Advisory 71,177$14,156,48111.55%
View complete list of VANGUARD INDEX FDS shareholders