Vivaldi Capital Management LP - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,621 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.31 and the average weighting 0.9%.

Quarter-by-quarter ownership
Vivaldi Capital Management LP ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,948,554
-6.0%
10,306
-1.1%
0.64%
-0.3%
Q2 2023$2,071,924
+4.8%
10,417
-0.1%
0.64%
+6.9%
Q1 2023$1,976,838
-9.1%
10,429
-9.9%
0.60%
+10.7%
Q4 2022$2,175,410
+10.0%
11,571
+2.8%
0.54%
+1.1%
Q3 2022$1,978,000
-1.0%
11,257
-0.7%
0.53%
+2.7%
Q2 2022$1,997,000
-10.0%
11,339
-3.9%
0.52%
-10.0%
Q1 2022$2,219,000
-19.2%
11,798
-2.9%
0.58%
-9.1%
Q4 2021$2,746,000
+2.5%
12,149
-0.8%
0.64%
+9.7%
Q3 2021$2,679,000
-2.8%
12,252
-0.7%
0.58%
+4.9%
Q2 2021$2,756,000
-3.0%
12,341
-4.6%
0.55%
-1.6%
Q1 2021$2,841,000
+12.4%
12,932
-0.4%
0.56%
+4.1%
Q4 2020$2,527,000
+10.6%
12,980
-0.4%
0.54%
+6.5%
Q3 2020$2,284,000
+17.9%
13,026
+6.7%
0.51%
+25.8%
Q2 2020$1,938,000
+34.0%
12,204
-2.6%
0.40%
+23.6%
Q1 2020$1,446,000
-40.6%
12,526
-14.8%
0.33%
-44.7%
Q4 2019$2,436,000
-4.7%
14,706
-11.5%
0.59%
-2.8%
Q3 2019$2,557,000
-20.5%
16,613
-19.1%
0.61%
-27.9%
Q2 2019$3,216,000
+2.0%
20,526
-0.6%
0.84%
-4.2%
Q1 2019$3,154,000
-4.2%
20,644
-17.3%
0.88%
-38.2%
Q4 2018$3,293,000
-57.7%
24,950
-47.9%
1.42%
-31.2%
Q3 2018$7,792,000
+106.4%
47,928
+97.6%
2.06%
-33.4%
Q2 2018$3,775,000
+2.9%
24,250
-2.9%
3.10%
+13.1%
Q1 2018$3,669,000
-8.0%
24,974
-7.4%
2.74%
-18.1%
Q4 2017$3,986,000
+254.6%
26,972
+225.1%
3.34%
+167150.0%
Q2 2017$1,124,000
+210.5%
8,296
+205.2%
0.00%
Q1 2017$362,0002,7180.00%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
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