Wealthspire Advisors, L.P. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,100 filers reported holding VANGUARD INDEX FDS in Q3 2020. The put-call ratio across all filers is 0.64 and the average weighting 0.8%.

Quarter-by-quarter ownership
Wealthspire Advisors, L.P. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2020$35,170,000
+59.9%
228,672
+51.5%
1.24%
-21.2%
Q2 2020$21,998,000
+23.4%
150,959
-2.2%
1.57%
+1.4%
Q1 2020$17,827,000
+12.6%
154,425
+61.5%
1.55%
+46.0%
Q4 2019$15,838,000
+11.4%
95,615
+3.5%
1.06%
+2.2%
Q3 2019$14,215,000
-5.4%
92,370
-3.7%
1.04%
-7.5%
Q2 2019$15,022,000
+19.4%
95,891
+16.5%
1.12%
+18.4%
Q1 2019$12,582,000
+25.7%
82,343
+8.6%
0.95%
+6.6%
Q4 2018$10,009,000
-2.7%
75,829
+19.9%
0.89%
+5.1%
Q3 2018$10,285,000
+7.3%
63,260
+2.7%
0.85%
-2.4%
Q2 2018$9,585,000
+16.5%
61,570
+10.0%
0.87%
+12.0%
Q1 2018$8,226,000
+2.8%
55,991
+3.5%
0.78%
-0.4%
Q4 2017$7,999,000
+4.2%
54,120
-0.4%
0.78%
-7.0%
Q3 2017$7,679,000
+13.3%
54,335
+8.6%
0.84%
+4.2%
Q2 2017$6,778,000
+9.0%
50,010
+7.2%
0.80%
-9.3%
Q1 2017$6,218,000
+5.8%
46,652
+2.3%
0.88%
+0.7%
Q4 2016$5,878,000
+31.6%
45,583
+24.7%
0.88%
+26.3%
Q3 2016$4,465,000
+11.3%
36,544
+5.4%
0.70%
+4.2%
Q2 2016$4,010,000
+5.5%
34,669
+1.7%
0.67%
-0.4%
Q1 2016$3,802,000
+16.8%
34,102
+15.9%
0.67%
+10.7%
Q4 2015$3,255,00029,4230.61%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2020
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