Wellesley Investment Partners, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 962 filers reported holding VANGUARD INDEX FDS in Q3 2019. The put-call ratio across all filers is 0.45 and the average weighting 0.7%.

Quarter-by-quarter ownership
Wellesley Investment Partners, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q4 2019$410,000
+87.2%
2,482
+77.4%
0.06%
-16.0%
Q2 2019$219,000
-1.4%
1,399
-3.8%
0.08%
-1.3%
Q1 2019$222,000
-5.9%
1,4550.0%0.08%
-1.3%
Q3 2018$236,000
-0.4%
1,455
-4.8%
0.08%
-6.1%
Q2 2018$237,000
+13.4%
1,528
+6.9%
0.08%
+9.3%
Q1 2018$209,000
-55.3%
1,429
-54.9%
0.08%
-15.7%
Q4 2017$468,000
+4.0%
3,172
-0.4%
0.09%
-3.3%
Q3 2017$450,000
+1.4%
3,186
-3.2%
0.09%
-1.1%
Q2 2017$444,000
+102.7%
3,290
+100.0%
0.09%
-4.1%
Q1 2017$219,000
+2.8%
1,645
-0.5%
0.10%
-5.8%
Q4 2016$213,000
-5.3%
1,653
-15.3%
0.10%
-14.9%
Q2 2016$225,000
+1.8%
1,951
-1.5%
0.12%
-8.3%
Q1 2016$221,000
+0.9%
1,9800.0%0.13%
-12.6%
Q4 2015$219,0001,9800.15%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2019
NameSharesValueWeighting ↓
Trinity Financial Advisors LLC 214,530$45,776,00030.62%
Aufman Associates Inc 142,058$31,064,00025.55%
Chandler Asset Management, Inc. 284,345$62,178,00016.28%
MBE Wealth Management, LLC 122,106$26,701,00013.60%
Emerson Wealth, LLC 109,619$23,970,00013.36%
BLUESTEM FINANCIAL ADVISORS, LLC 90,893$19,876,00012.99%
McCarthy Grittinger Financial Group, LLC 151,364$33,098,74212.73%
BCK Partners, Inc. 88,920$19,444,00012.35%
Ellenbecker Investment Group 155,596$34,024,00010.64%
Whelan Financial 51,149$11,185,00010.22%
View complete list of VANGUARD INDEX FDS shareholders