WEALTHSOURCE PARTNERS, LLC - 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
WEALTHSOURCE PARTNERS, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$2,278,483
-5.6%
12,051
-0.7%
0.16%
-1.9%
Q2 2023$2,412,933
+3.1%
12,132
-1.7%
0.16%
+0.6%
Q1 2023$2,339,550
+2.4%
12,342
-0.9%
0.16%
-2.5%
Q4 2022$2,285,073
+7.2%
12,450
-0.2%
0.16%
+2.5%
Q3 2022$2,132,000
+45.1%
12,476
+49.5%
0.16%
+47.7%
Q2 2022$1,469,000
-24.4%
8,343
-8.7%
0.11%
-18.3%
Q1 2022$1,942,000
+3.9%
9,140
+10.5%
0.13%
-12.1%
Q4 2021$1,869,000
+26.9%
8,272
+22.8%
0.15%
+15.5%
Q3 2021$1,473,000
-2.1%
6,738
+0.9%
0.13%
-3.7%
Q2 2021$1,505,000
+6.0%
6,680
+0.7%
0.13%
-5.6%
Q1 2021$1,420,000
+20.4%
6,632
+9.5%
0.14%
+2.9%
Q4 2020$1,179,000
+26.8%
6,054
+0.1%
0.14%
+11.3%
Q3 2020$930,000
+5.6%
6,0480.0%0.12%
-2.4%
Q2 2020$881,000
+7.3%
6,048
-15.0%
0.13%
-1.6%
Q1 2020$821,000
-54.2%
7,115
-34.3%
0.13%
-45.1%
Q4 2019$1,793,000
-8.1%
10,827
-14.6%
0.24%
-19.8%
Q3 2019$1,952,000
-8.9%
12,682
-7.3%
0.29%
-13.3%
Q2 2019$2,143,000
+52.6%
13,682
+48.9%
0.34%
+6.6%
Q1 2019$1,404,000
+19.9%
9,186
+3.5%
0.32%
-5.9%
Q4 2018$1,171,000
-9.7%
8,875
+11.3%
0.34%
-0.6%
Q3 2018$1,297,000
+4.5%
7,9750.0%0.34%
-2.3%
Q2 2018$1,241,000
-38.1%
7,975
-44.0%
0.35%
+3.6%
Q1 2018$2,006,000
+75.7%
14,234
+84.3%
0.34%
-5.1%
Q4 2017$1,142,000
+4.6%
7,7250.0%0.35%
-2.2%
Q3 2017$1,092,000
+4.3%
7,7250.0%0.36%
+1.1%
Q2 2017$1,047,000
+24.6%
7,725
+22.6%
0.36%
+15.2%
Q1 2017$840,000
-28.4%
6,300
-30.8%
0.31%
-37.2%
Q4 2016$1,174,000
-23.5%
9,100
-27.6%
0.49%
-11.8%
Q3 2016$1,535,000
+10.7%
12,563
+4.8%
0.56%
+8.3%
Q2 2016$1,387,000
+5.6%
11,991
+1.8%
0.52%
-3.5%
Q1 2016$1,313,00011,7750.54%
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