Connecticut Wealth Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,383 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.16 and the average weighting 0.9%.

Quarter-by-quarter ownership
Connecticut Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$30,944,168
+7.4%
163,665
+13.0%
2.11%
+5.4%
Q2 2023$28,818,797
+24.4%
144,898
+18.6%
2.00%
+14.4%
Q1 2023$23,163,289
+6.1%
122,195
+2.7%
1.75%
-5.5%
Q4 2022$21,838,807
+15.5%
118,987
+7.5%
1.85%
+5.1%
Q3 2022$18,911,000
-8.5%
110,648
-5.7%
1.76%
-2.5%
Q2 2022$20,672,000
-15.7%
117,380
+1.8%
1.81%
-3.5%
Q1 2022$24,513,000
-2.9%
115,345
+3.2%
1.87%
-4.4%
Q4 2021$25,252,000
-0.7%
111,728
-3.9%
1.96%
-11.6%
Q3 2021$25,421,000
+0.1%
116,251
+3.1%
2.22%
-0.9%
Q2 2021$25,400,000
+42.5%
112,747
-2.7%
2.24%
+13.7%
Q3 2020$17,826,000
+36.1%
115,904
+2.2%
1.97%
+0.6%
Q1 2020$13,094,000
+215.6%
113,428
+352.8%
1.96%
+328.0%
Q4 2019$4,149,000
+4.1%
25,048
-3.3%
0.46%
-7.1%
Q3 2019$3,987,000
+0.5%
25,907
+2.3%
0.49%
+0.4%
Q2 2019$3,969,000
-7.9%
25,336
-10.2%
0.49%
-66.8%
Q1 2019$4,311,000
-7.8%
28,214
-20.4%
1.48%
-27.3%
Q4 2018$4,677,000
+57.8%
35,434
+92.4%
2.03%
+55.0%
Q3 2018$2,964,000
-5.2%
18,416
-8.0%
1.31%
-12.4%
Q2 2018$3,128,000
+5.8%
20,015
-2.9%
1.50%
-10.7%
Q1 2018$2,956,000
-4.3%
20,614
+0.3%
1.68%
+1.1%
Q4 2017$3,090,000
+4.8%
20,546
-0.6%
1.66%
-4.3%
Q3 2017$2,948,000
+2.6%
20,671
-2.9%
1.73%
-0.9%
Q2 2017$2,874,000
-0.9%
21,294
-3.9%
1.75%
-0.9%
Q1 2017$2,900,000
+6.9%
22,159
-1.3%
1.76%
-9.5%
Q3 2016$2,713,00022,4571.95%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2021
NameSharesValueWeighting ↓
Centered Wealth LLC dba Miller Equity Capital Advisors 258,800$49,058,03327.42%
Aufman Associates Inc 148,061$28,066,35423.89%
Investments & Financial Planning, LLC 103,364$19,593,70617.98%
MBE Wealth Management, LLC 140,161$26,568,89515.64%
Whelan Financial 122,311$23,185,25912.86%
Brown Financial Advisory 67,451$12,786,09512.31%
BLUESTEM FINANCIAL ADVISORS, LLC 103,905$19,696,30312.13%
Family Investment Center, Inc. 92,753$17,582,31212.08%
McCarthy Grittinger Financial Group, LLC 157,695$29,892,59111.85%
Chandler Asset Management, Inc. 262,837$49,823,32511.83%
View complete list of VANGUARD INDEX FDS shareholders