Fusion Family Wealth LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 956 filers reported holding VANGUARD INDEX FDS in Q1 2019. The put-call ratio across all filers is 0.33 and the average weighting 0.7%.

Quarter-by-quarter ownership
Fusion Family Wealth LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$71,598,405
-4.0%
378,687
+0.9%
8.86%
-1.2%
Q2 2023$74,618,347
+9.2%
375,174
+4.0%
8.96%
+2.0%
Q1 2023$68,355,295
+5.4%
360,600
+2.1%
8.78%
-1.0%
Q4 2022$64,838,966
+7.2%
353,269
+27.7%
8.88%
-2.4%
Q3 2022$60,472,000
-4.9%
276,544
-23.4%
9.09%
-0.2%
Q2 2022$63,578,000
-7.0%
361,014
+12.2%
9.11%
-1.3%
Q1 2022$68,364,000
+13.6%
321,681
+20.8%
9.23%
+3.0%
Q4 2021$60,190,000
-0.5%
266,317
-3.7%
8.96%
-1.4%
Q3 2021$60,472,000
+1.0%
276,544
+4.0%
9.09%
+1.3%
Q2 2021$59,875,000
+4.2%
265,782
-1.0%
8.97%
+0.9%
Q1 2021$57,463,000
+15.4%
268,421
+5.0%
8.89%
+1.1%
Q4 2020$49,777,000
+28.8%
255,686
+1.8%
8.80%
+12.7%
Q3 2020$38,637,000
+23.2%
251,216
+16.7%
7.80%
+5.5%
Q2 2020$31,363,000
+97.6%
215,231
+56.5%
7.40%
+73.8%
Q1 2020$15,875,000
-18.4%
137,515
+17.1%
4.26%
-5.0%
Q4 2019$19,451,000
+9.0%
117,431
+1.3%
4.48%
-5.4%
Q3 2019$17,842,000
+1.5%
115,944
+3.3%
4.73%
+8.2%
Q2 2019$17,576,000
+11.7%
112,195
+9.2%
4.37%
+0.6%
Q1 2019$15,742,000
+27.7%
102,706
+10.0%
4.35%
+20.0%
Q4 2018$12,324,000
-19.5%
93,372
-0.8%
3.62%
-11.8%
Q3 2018$15,308,000
+7.9%
94,154
+3.3%
4.11%
+3.0%
Q2 2018$14,191,000
+9.3%
91,159
+3.2%
3.99%
-8.7%
Q1 2018$12,981,000
+7.1%
88,352
+7.7%
4.36%
+44.2%
Q4 2017$12,121,000
+9.3%
82,009
+4.5%
3.03%
-19.4%
Q3 2017$11,087,000
+8.6%
78,455
+4.2%
3.75%
+7.4%
Q2 2017$10,207,000
+3.8%
75,306
+2.1%
3.50%
-5.1%
Q1 2017$9,830,00073,7543.68%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2019
NameSharesValueWeighting ↓
Aufman Associates Inc 144,136$25,384,00024.13%
Investments & Financial Planning, LLC 89,095$15,691,00016.17%
Centered Wealth LLC dba Miller Equity Capital Advisors 106,534$18,762,00016.02%
MBE Wealth Management, LLC 126,873$22,344,00015.59%
Chandler Asset Management, Inc. 297,125$52,326,675,00014.79%
Scott Capital Advisors, LLC 112,455$19,804,00013.40%
Whelan Financial 106,846$18,817,00012.73%
Emerson Wealth, LLC 109,251$19,240,00012.60%
BLUESTEM FINANCIAL ADVISORS, LLC 97,848$17,232,00011.98%
BCK Partners, Inc. 93,787$16,517,00011.56%
View complete list of VANGUARD INDEX FDS shareholders