FLAGSHIP HARBOR ADVISORS, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,567 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 0.86 and the average weighting 0.9%.

Quarter-by-quarter ownership
FLAGSHIP HARBOR ADVISORS, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$12,349,821
-5.6%
65,319
-0.7%
1.03%
-4.9%
Q2 2023$13,076,457
+8.1%
65,747
+3.0%
1.08%
-5.2%
Q1 2023$12,096,282
+2.0%
63,813
-1.3%
1.14%
-6.3%
Q4 2022$11,864,130
+6.2%
64,641
-1.1%
1.22%
-6.2%
Q3 2022$11,171,000
+3.2%
65,364
+6.4%
1.30%
+6.6%
Q2 2022$10,824,000
-9.5%
61,460
+9.2%
1.22%
+5.5%
Q1 2022$11,962,000
-3.4%
56,288
+2.7%
1.15%
-1.6%
Q4 2021$12,387,000
+14.7%
54,807
+14.3%
1.17%
+1.0%
Q3 2021$10,801,0000.0%47,9450.0%1.16%
+0.1%
Q2 2021$10,801,000
+1.3%
47,945
-3.7%
1.16%
-4.3%
Q1 2021$10,663,000
+11.2%
49,811
+1.1%
1.21%
+1.9%
Q4 2020$9,592,000
+30.3%
49,269
+3.0%
1.19%
+19.6%
Q3 2020$7,359,000
+1.9%
47,853
-3.4%
0.99%
-6.2%
Q2 2020$7,222,000
+31.8%
49,561
+4.4%
1.06%
-3.3%
Q1 2020$5,481,000
-29.5%
47,477
+1.2%
1.10%
-19.5%
Q4 2019$7,772,000
-1.9%
46,923
-8.8%
1.36%
-12.3%
Q3 2019$7,919,000
+3.0%
51,460
+4.8%
1.55%
-2.8%
Q2 2019$7,692,000
+1.2%
49,102
-1.3%
1.60%
+2.2%
Q1 2019$7,598,000
+16.8%
49,729
+0.9%
1.56%
-1.3%
Q4 2018$6,504,000
-20.3%
49,282
-2.8%
1.58%
+4.5%
Q3 2018$8,159,000
+5.4%
50,695
+1.9%
1.51%
-2.4%
Q2 2018$7,743,000
+16.0%
49,740
+6.8%
1.55%
-21.9%
Q1 2018$6,675,000
-0.9%
46,576
+4.1%
1.98%
+2.5%
Q4 2017$6,737,000
+17.4%
44,733
+11.2%
1.94%
+4.0%
Q3 2017$5,740,000
+8.0%
40,235
+2.2%
1.86%
+0.9%
Q2 2017$5,313,000
+7.7%
39,381
+4.5%
1.84%
-2.1%
Q1 2017$4,935,000
+1.1%
37,671
+0.8%
1.88%
-10.5%
Q4 2016$4,880,00037,3812.11%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2022
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