GenTrust, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,621 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.31 and the average weighting 0.9%.

Quarter-by-quarter ownership
GenTrust, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$9,589,220
-10.4%
50,718
-5.7%
0.67%
-7.3%
Q2 2023$10,700,701
+23.5%
53,802
+17.7%
0.73%
+16.5%
Q1 2023$8,667,286
+6.8%
45,723
+3.4%
0.62%
-13.8%
Q4 2022$8,113,618
+8.0%
44,206
+0.6%
0.72%
+11.6%
Q3 2022$7,510,000
-1.4%
43,942
+1.6%
0.65%
+3.3%
Q2 2022$7,617,000
-5.5%
43,253
+14.1%
0.63%
+1.6%
Q1 2022$8,057,000
+2.0%
37,910
+1.2%
0.62%
+0.2%
Q4 2021$7,898,000
-0.7%
37,472
+3.0%
0.62%
-6.5%
Q3 2021$7,956,000
-1.0%
36,382
+2.0%
0.66%
-2.5%
Q2 2021$8,035,000
+10.8%
35,666
+1.7%
0.68%
-0.4%
Q1 2021$7,255,000
-21.1%
35,070
-25.7%
0.68%
-15.6%
Q4 2020$9,192,000
+26.7%
47,217
+0.1%
0.81%
+20.8%
Q3 2020$7,256,000
+4.0%
47,179
-1.5%
0.67%
-22.5%
Q2 2020$6,978,000
-99.8%
47,886
+28.1%
0.86%
+39.1%
Q1 2020$4,315,378,000
+1917845.8%
37,382
+2343.3%
0.62%
+1487.2%
Q1 2018$225,000
-0.4%
1,5300.0%0.04%
-2.5%
Q4 2017$226,000
+4.6%
1,5300.0%0.04%
-2.4%
Q3 2017$216,000
+4.3%
1,5300.0%0.04%
-4.7%
Q2 2017$207,0001,5300.04%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
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