Capital Asset Advisory Services LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,087 filers reported holding VANGUARD INDEX FDS in Q4 2019. The put-call ratio across all filers is 0.25 and the average weighting 0.7%.

Quarter-by-quarter ownership
Capital Asset Advisory Services LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$9,430,091
+12.4%
49,800
+20.7%
0.65%
+10.4%
Q2 2023$8,388,321
+12.2%
41,253
+4.6%
0.58%
+5.2%
Q1 2023$7,478,521
+19.7%
39,452
+15.3%
0.56%
+11.6%
Q4 2022$6,247,151
+176.7%
34,209
+159.0%
0.50%
+69.4%
Q3 2022$2,258,000
+1971.6%
13,210
+2034.1%
0.29%
+2350.0%
Q2 2022$109,000
+105.7%
619
+149.6%
0.01%
+100.0%
Q1 2022$53,000
-94.2%
248
-93.8%
0.01%
-93.8%
Q4 2021$908,000
+16.6%
4,019
+12.8%
0.10%
+10.3%
Q3 2021$779,000
-5.6%
3,562
-2.8%
0.09%
-4.4%
Q2 2021$825,000
+14.6%
3,663
+8.9%
0.09%
-15.0%
Q1 2021$720,000
+36.4%
3,365
+24.0%
0.11%
+13.8%
Q4 2020$528,000
+17.9%
2,713
-6.9%
0.09%0.0%
Q3 2020$448,000
-0.4%
2,913
+2.2%
0.09%
-3.1%
Q2 2020$450,000
+2712.5%
2,849
+2108.5%
0.10%
+2325.0%
Q1 2020$16,000
-66.0%
129
-54.1%
0.00%
-63.6%
Q4 2019$47,000
-93.6%
281
-94.8%
0.01%
-97.7%
Q2 2017$738,000
-37.4%
5,449
-38.4%
0.47%
-44.4%
Q1 2017$1,179,000
+9.7%
8,844
+6.1%
0.85%
-6.6%
Q4 2016$1,075,0008,3340.91%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2019
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