Hefty Wealth Partners - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 809 filers reported holding VANGUARD INDEX FDS in Q1 2018. The put-call ratio across all filers is 0.52 and the average weighting 0.7%.

Quarter-by-quarter ownership
Hefty Wealth Partners ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q1 2018$1,412,000
-10.3%
9,614
-9.7%
0.91%
-6.7%
Q4 2017$1,574,000
+8.9%
10,650
+4.1%
0.98%
+2.0%
Q3 2017$1,446,000
+6.2%
10,232
+1.8%
0.96%
+2.8%
Q2 2017$1,362,000
+8.8%
10,053
+7.0%
0.93%
+2.1%
Q1 2017$1,252,000
+107.6%
9,398
+100.9%
0.91%
+80.4%
Q4 2016$603,000
+5.4%
4,677
-0.2%
0.50%
+16.4%
Q3 2016$572,000
+9.0%
4,685
+3.1%
0.43%
+0.2%
Q2 2016$525,000
+12.7%
4,544
+8.6%
0.43%
-0.7%
Q1 2016$466,000
-40.3%
4,186
-40.7%
0.44%
-41.5%
Q4 2015$781,0007,0600.74%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2018
NameSharesValueWeighting ↓
Aufman Associates Inc 161,884$23,590,00026.77%
Chandler Asset Management, Inc. 294,740$42,950,00018.69%
Water Oak Advisors LLC 124,171$18,094,00018.46%
McCarthy Grittinger Financial Group, LLC 163,716$23,856,69614.15%
Acorns Advisers, LLC 2,390,400$348,329,00013.45%
BLUESTEM FINANCIAL ADVISORS, LLC 98,732$14,387,00013.16%
Emerson Wealth, LLC 119,166$17,365,00012.28%
Unified Trust Company, N.A. 101,312$14,763,00011.11%
Heartwood Wealth Advisors LLC 367,893$53,609,00010.61%
VISTA CAPITAL PARTNERS, INC. 363,565$52,979,00010.32%
View complete list of VANGUARD INDEX FDS shareholders