VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 46 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $615,801 | -9.0% | 3,257 | -4.3% | 0.08% | -4.6% |
Q2 2023 | $677,022 | -3.3% | 3,404 | -7.8% | 0.09% | -11.2% |
Q1 2023 | $699,856 | -0.6% | 3,692 | -3.8% | 0.10% | -11.7% |
Q4 2022 | $704,427 | -8.2% | 3,838 | -14.5% | 0.11% | -15.3% |
Q3 2022 | $767,000 | -2.9% | 4,488 | 0.0% | 0.13% | +1.6% |
Q2 2022 | $790,000 | -2.5% | 4,488 | +17.7% | 0.13% | +24.0% |
Q1 2022 | $810,000 | -29.9% | 3,813 | -25.4% | 0.10% | -21.2% |
Q4 2021 | $1,156,000 | +7.6% | 5,113 | +4.1% | 0.13% | +0.8% |
Q3 2021 | $1,074,000 | -3.0% | 4,913 | 0.0% | 0.13% | -4.4% |
Q2 2021 | $1,107,000 | +12.7% | 4,913 | +7.1% | 0.14% | -4.2% |
Q1 2021 | $982,000 | +130.5% | 4,588 | +109.7% | 0.14% | +110.3% |
Q4 2020 | $426,000 | +81.3% | 2,188 | +54.0% | 0.07% | +7.9% |
Q4 2019 | $235,000 | +8.3% | 1,421 | +0.7% | 0.06% | -3.1% |
Q3 2019 | $217,000 | -2.3% | 1,411 | 0.0% | 0.06% | -3.0% |
Q2 2019 | $222,000 | +2.8% | 1,411 | 0.0% | 0.07% | -6.9% |
Q1 2019 | $216,000 | – | 1,411 | – | 0.07% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Aufman Associates Inc | 161,884 | $23,590,000 | 26.77% |
Chandler Asset Management, Inc. | 294,740 | $42,950,000 | 18.69% |
Water Oak Advisors LLC | 124,171 | $18,094,000 | 18.46% |
McCarthy Grittinger Financial Group, LLC | 163,716 | $23,856,696 | 14.15% |
Acorns Advisers, LLC | 2,390,400 | $348,329,000 | 13.45% |
BLUESTEM FINANCIAL ADVISORS, LLC | 98,732 | $14,387,000 | 13.16% |
Emerson Wealth, LLC | 119,166 | $17,365,000 | 12.28% |
Unified Trust Company, N.A. | 101,312 | $14,763,000 | 11.11% |
Heartwood Wealth Advisors LLC | 367,893 | $53,609,000 | 10.61% |
VISTA CAPITAL PARTNERS, INC. | 363,565 | $52,979,000 | 10.32% |