VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,829 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is 0.12 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $7,611,040 | -6.8% | 34,907 | -2.3% | 2.16% | -9.0% |
Q1 2024 | $8,169,720 | +5.6% | 35,740 | -1.4% | 2.37% | -5.0% |
Q4 2023 | $7,736,248 | +12.5% | 36,264 | -0.3% | 2.49% | +1.8% |
Q3 2023 | $6,875,147 | -7.1% | 36,363 | -2.3% | 2.45% | -5.2% |
Q2 2023 | $7,402,504 | -2.4% | 37,219 | -7.0% | 2.58% | -3.3% |
Q1 2023 | $7,582,533 | +4.1% | 40,001 | +0.8% | 2.67% | +4.4% |
Q4 2022 | $7,281,980 | +10.3% | 39,675 | +2.7% | 2.56% | +1.5% |
Q3 2022 | $6,599,000 | -3.5% | 38,614 | -0.6% | 2.52% | +7.8% |
Q2 2022 | $6,840,000 | -15.7% | 38,841 | +1.7% | 2.34% | +2.0% |
Q1 2022 | $8,117,000 | -5.5% | 38,198 | +0.6% | 2.29% | -3.2% |
Q4 2021 | $8,585,000 | +13.9% | 37,988 | +10.2% | 2.37% | +8.1% |
Q3 2021 | $7,540,000 | +1.9% | 34,479 | +5.0% | 2.19% | +2.0% |
Q2 2021 | $7,399,000 | +9.2% | 32,847 | +3.8% | 2.15% | +14.7% |
Q1 2021 | $6,775,000 | +18.7% | 31,647 | +7.9% | 1.87% | +9.6% |
Q4 2020 | $5,710,000 | +39.7% | 29,330 | +10.4% | 1.71% | +25.6% |
Q3 2020 | $4,087,000 | +5.4% | 26,579 | -0.2% | 1.36% | -0.7% |
Q2 2020 | $3,879,000 | +29.1% | 26,620 | +2.3% | 1.37% | +9.3% |
Q1 2020 | $3,004,000 | +138.4% | 26,029 | +242.0% | 1.25% | +155.9% |
Q4 2019 | $1,260,000 | +33.8% | 7,610 | +24.3% | 0.49% | +26.3% |
Q3 2019 | $942,000 | -6.3% | 6,121 | -4.6% | 0.39% | -6.5% |
Q2 2019 | $1,005,000 | +1.3% | 6,417 | -1.2% | 0.42% | -1.9% |
Q1 2019 | $992,000 | +29.2% | 6,494 | +11.6% | 0.42% | +15.3% |
Q4 2018 | $768,000 | -17.1% | 5,820 | +2.1% | 0.37% | -21.7% |
Q3 2018 | $926,000 | +0.4% | 5,700 | -3.8% | 0.47% | +5.4% |
Q2 2018 | $922,000 | +6.0% | 5,928 | +0.0% | 0.44% | +27.9% |
Q1 2018 | $870,000 | -1.1% | 5,926 | -0.5% | 0.35% | +0.3% |
Q4 2017 | $880,000 | – | 5,958 | – | 0.35% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Centered Wealth LLC dba Miller Equity Capital Advisors | 295,404 | $64,409,779 | 26.79% |
Aufman Associates Inc | 149,181 | $32,527,413 | 23.15% |
Investments & Financial Planning, LLC | 152,955 | $33,350,408 | 22.39% |
MBE Wealth Management, LLC | 116,944 | $25,498,451 | 15.44% |
Brown Financial Advisory | 78,310 | $17,074,641 | 13.13% |
Whelan Financial | 131,262 | $28,620,350 | 12.78% |
Chandler Asset Management, Inc. | 285,830 | $62,322,373 | 12.63% |
BLUESTEM FINANCIAL ADVISORS, LLC | 113,418 | $24,729,607 | 12.50% |
McCarthy Grittinger Financial Group, LLC | 165,515 | $36,091,889 | 11.39% |
BCK Partners, Inc. | 100,048 | $21,814,531 | 11.28% |