INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,271 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 0.70 and the average weighting 0.9%.

Quarter-by-quarter ownership
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$5,349,345
-5.1%
28,293
-0.2%
0.88%
-4.6%
Q2 2023$5,638,776
+1.4%
28,351
-3.3%
0.92%
+0.1%
Q1 2023$5,558,856
+141.3%
29,325
+133.7%
0.92%
+139.8%
Q4 2022$2,303,345
+1.1%
12,550
-5.8%
0.38%
-5.4%
Q3 2022$2,278,000
-16.8%
13,329
-14.3%
0.40%
-14.4%
Q2 2022$2,738,000
-11.3%
15,546
+7.0%
0.47%
-2.3%
Q1 2022$3,087,000
-7.8%
14,526
-2.0%
0.48%
-7.5%
Q4 2021$3,349,000
+9.7%
14,818
+6.2%
0.52%
+7.0%
Q3 2021$3,052,000
-36.2%
13,957
-34.3%
0.49%
-38.1%
Q2 2021$4,786,000
-2.0%
21,243
-6.9%
0.79%
-16.5%
Q1 2021$4,883,000
+79.6%
22,810
+63.3%
0.94%
+65.5%
Q4 2020$2,719,000
+90.0%
13,966
+50.1%
0.57%
+71.5%
Q3 2020$1,431,000
+2.7%
9,304
-2.7%
0.33%
+15.2%
Q2 2020$1,394,000
+38.4%
9,566
+9.7%
0.29%
+24.6%
Q1 2020$1,007,000
+12.9%
8,721
+61.9%
0.23%
+23.4%
Q4 2019$892,000
+52.5%
5,386
+41.6%
0.19%
+46.9%
Q3 2019$585,000
+65.7%
3,803
+68.9%
0.13%
+68.4%
Q2 2019$353,000
-7.1%
2,252
-9.4%
0.08%
-5.0%
Q1 2019$380,000
+8.0%
2,487
-6.9%
0.08%
+1.3%
Q4 2018$352,000
+15.0%
2,670
+41.8%
0.08%
+31.7%
Q3 2018$306,000
+56.9%
1,883
+50.0%
0.06%
+46.3%
Q2 2018$195,000
+37.3%
1,255
+29.6%
0.04%
+36.7%
Q1 2018$142,0009680.03%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 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