LEVEL FOUR ADVISORY SERVICES, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,373 filers reported holding VANGUARD INDEX FDS in Q2 2021. The put-call ratio across all filers is 0.35 and the average weighting 0.9%.

Quarter-by-quarter ownership
LEVEL FOUR ADVISORY SERVICES, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$2,756,123
+5.0%
14,577
+10.5%
0.18%
+12.7%
Q2 2023$2,623,649
+17.6%
13,191
+12.1%
0.16%
+8.2%
Q1 2023$2,230,175
+0.6%
11,765
-2.6%
0.15%
-11.5%
Q4 2022$2,217,084
-3.8%
12,080
-10.4%
0.16%
-26.3%
Q3 2022$2,304,000
-28.3%
13,479
-26.1%
0.22%
-26.1%
Q2 2022$3,214,000
-3.9%
18,251
+16.0%
0.30%
+15.6%
Q1 2022$3,344,000
+7.7%
15,733
+14.5%
0.26%
+10.5%
Q4 2021$3,105,000
+98.9%
13,739
+92.5%
0.24%
+46.3%
Q3 2021$1,561,000
-58.4%
7,138
-57.2%
0.16%
-37.7%
Q2 2021$3,756,000
+15.1%
16,674
+9.3%
0.26%
+2.8%
Q1 2021$3,264,000
+2.6%
15,249
-6.7%
0.25%
-0.8%
Q4 2020$3,181,000
+20.7%
16,341
-4.7%
0.26%
+25.6%
Q3 2020$2,636,000
-14.0%
17,141
-18.4%
0.20%
-14.3%
Q2 2020$3,066,000
+25.3%
21,005
-0.9%
0.24%
-19.1%
Q1 2020$2,446,000
-36.1%
21,200
-8.3%
0.29%
+92.8%
Q4 2019$3,827,000
+10.0%
23,118
+2.3%
0.15%
-57.8%
Q3 2019$3,478,000
-14.5%
22,598
-12.9%
0.36%
-12.2%
Q2 2019$4,066,000
-3.9%
25,955
-6.3%
0.41%
-12.0%
Q1 2019$4,232,000
+0.6%
27,698
-13.1%
0.47%
-11.1%
Q4 2018$4,206,000
-14.5%
31,869
+5.3%
0.52%
-1.5%
Q3 2018$4,921,000
+4.8%
30,270
+0.3%
0.53%
+55.6%
Q2 2018$4,697,000
+6.5%
30,173
+0.5%
0.34%0.0%
Q1 2018$4,411,000
-14.4%
30,022
-13.9%
0.34%
-14.7%
Q4 2017$5,155,000
+0.8%
34,878
-3.7%
0.40%
-11.7%
Q3 2017$5,116,000
+86.4%
36,204
+72.6%
0.45%
+7.3%
Q2 2017$2,745,0000.0%20,9770.0%0.42%
+51.1%
Q1 2017$2,745,000
+140.6%
20,977
+137.0%
0.28%
+91.8%
Q4 2016$1,141,0008,8510.15%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2021
NameSharesValueWeighting ↓
Centered Wealth LLC dba Miller Equity Capital Advisors 270,794$53,858,11927.31%
Aufman Associates Inc 147,943$29,424,40424.27%
Investments & Financial Planning, LLC 107,417$21,364,11418.50%
MBE Wealth Management, LLC 148,264$29,488,32515.85%
Whelan Financial 125,604$24,981,37513.06%
Family Investment Center, Inc. 99,242$19,738,14812.63%
BLUESTEM FINANCIAL ADVISORS, LLC 103,586$20,602,25812.46%
McCarthy Grittinger Financial Group, LLC 158,607$31,545,34212.20%
BCK Partners, Inc. 96,331$19,159,17311.98%
Brown Financial Advisory 71,177$14,156,48111.55%
View complete list of VANGUARD INDEX FDS shareholders