Covenant Asset Management, 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
Covenant Asset Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$229,910
-9.4%
1,216
-4.7%
0.06%
-4.7%
Q2 2023$253,784
+4.9%
1,2760.0%0.06%
+10.3%
Q1 2023$241,879
+3.3%
1,2760.0%0.06%
+3.6%
Q4 2022$234,197
+7.4%
1,2760.0%0.06%
-9.7%
Q3 2022$218,000
-3.1%
1,2760.0%0.06%
-12.7%
Q2 2022$225,000
-17.0%
1,2760.0%0.07%
-2.7%
Q1 2022$271,000
-7.2%
1,276
-1.2%
0.07%
-6.4%
Q4 2021$292,000
+3.2%
1,2920.0%0.08%
-7.1%
Q3 2021$283,000
-2.7%
1,2920.0%0.08%
-3.4%
Q2 2021$291,000
+5.1%
1,2920.0%0.09%
+1.2%
Q1 2021$277,000
+9.9%
1,2920.0%0.09%
+3.6%
Q4 2020$252,000
+17.8%
1,292
-7.3%
0.08%
+20.3%
Q3 2020$214,000
+5.4%
1,3930.0%0.07%
+53.3%
Q2 2020$203,0001,3930.04%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
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