Whitegate Investment Counselors, Inc. - 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
Whitegate Investment Counselors, Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$21,540,799
-4.6%
113,930
+0.3%
7.21%
-2.7%
Q2 2023$22,585,233
-3.5%
113,556
-8.0%
7.41%
-1.9%
Q1 2023$23,406,860
+104967.2%
123,480
+1.7%
7.56%
-0.6%
Q4 2022$22,278
-99.9%
121,378
+1.3%
7.60%
-2.0%
Q3 2022$20,481,000
-3.6%
119,834
-0.6%
7.76%
-0.2%
Q2 2022$21,237,000
-18.3%
120,592
-1.4%
7.77%
-3.3%
Q1 2022$25,993,000
-5.3%
122,308
+0.7%
8.03%
-0.6%
Q4 2021$27,452,000
+2.0%
121,462
-1.3%
8.08%
+111.6%
Q3 2021$26,913,000
-2.2%
123,075
+0.7%
3.82%
-2.1%
Q2 2021$27,524,000
+6.1%
122,176
+0.9%
3.90%
-1.4%
Q1 2021$25,930,000
+11.2%
121,123
+1.1%
3.95%
+4.7%
Q4 2020$23,328,000
+31.3%
119,829
+3.7%
3.78%
+16.6%
Q3 2020$17,769,000
+14.8%
115,530
+8.7%
3.24%
+4.7%
Q2 2020$15,481,000
+62.0%
106,240
+28.4%
3.10%
+33.5%
Q1 2020$9,554,000
-28.2%
82,763
+3.0%
2.32%
-4.1%
Q4 2019$13,313,000
+11.7%
80,371
+3.8%
2.42%
+3.3%
Q3 2019$11,914,000
+0.4%
77,417
+2.2%
2.34%
-2.0%
Q2 2019$11,867,000
+2.5%
75,751
-0.1%
2.39%
-0.5%
Q1 2019$11,582,000
+16.0%
75,796
+0.2%
2.40%
+3.9%
Q4 2018$9,983,000
-17.7%
75,636
+1.4%
2.31%
-6.7%
Q3 2018$12,123,000
+3.4%
74,564
-1.0%
2.47%
+3.3%
Q2 2018$11,719,000
+9.7%
75,283
+3.5%
2.40%
+5.1%
Q1 2018$10,684,000
+1.8%
72,717
+2.5%
2.28%
+4.0%
Q4 2017$10,490,000
+6.8%
70,976
+2.1%
2.19%
+1.1%
Q3 2017$9,821,000
+4.0%
69,495
-0.2%
2.17%
+1.5%
Q2 2017$9,440,000
+1.9%
69,645
+0.2%
2.13%
-4.0%
Q1 2017$9,260,000
+5.5%
69,475
+2.0%
2.22%
-5.3%
Q4 2016$8,781,000
+4.5%
68,092
-1.0%
2.35%
+2.8%
Q3 2016$8,404,000
+6.5%
68,787
+0.8%
2.28%
+4.2%
Q2 2016$7,891,000
+2.1%
68,215
-1.6%
2.19%
+3.4%
Q1 2014$7,727,00069,3052.12%
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