AE Wealth Management LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 962 filers reported holding VANGUARD INDEX FDS in Q3 2019. The put-call ratio across all filers is 0.45 and the average weighting 0.7%.

Quarter-by-quarter ownership
AE Wealth Management LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$14,814,117
-35.7%
78,353
-32.4%
0.09%
-36.0%
Q2 2023$23,039,222
+47.1%
115,839
+40.2%
0.14%
+37.6%
Q1 2023$15,663,544
+37.1%
82,631
+32.7%
0.10%
+21.7%
Q4 2022$11,426,863
-10.8%
62,258
-17.0%
0.08%
-18.6%
Q3 2022$12,817,000
-6.0%
74,995
-3.1%
0.10%
-6.4%
Q2 2022$13,633,000
-16.2%
77,412
+1.1%
0.11%
-2.7%
Q1 2022$16,278,000
-27.7%
76,595
-23.1%
0.11%
-28.7%
Q4 2021$22,512,000
+10.8%
99,605
+7.2%
0.16%
-6.0%
Q3 2021$20,310,000
+34.0%
92,881
+38.1%
0.17%
+26.5%
Q2 2021$15,154,000
+24.3%
67,268
+18.1%
0.13%
+7.3%
Q1 2021$12,194,000
+25.3%
56,961
+13.9%
0.12%
+11.8%
Q4 2020$9,734,000
+36.1%
50,000
+7.5%
0.11%
+7.8%
Q3 2020$7,153,000
+7.0%
46,510
+1.4%
0.10%
-1.0%
Q2 2020$6,683,000
+82.6%
45,861
+44.7%
0.10%
+22.6%
Q1 2020$3,660,000
-35.5%
31,701
-7.5%
0.08%
-31.7%
Q4 2019$5,678,000
+66.4%
34,279
+54.6%
0.12%
+24.2%
Q3 2019$3,412,000
+17.6%
22,170
+19.7%
0.10%
+13.8%
Q2 2019$2,901,000
+33.6%
18,519
+30.3%
0.09%
-42.4%
Q1 2019$2,171,000
+29.5%
14,208
+11.9%
0.15%
-47.4%
Q4 2018$1,676,000
+17.8%
12,700
+45.1%
0.29%
+267.9%
Q3 2018$1,423,000
+18.0%
8,753
+13.0%
0.08%
-4.9%
Q2 2018$1,206,000
+82.5%
7,749
+72.3%
0.08%
+60.8%
Q1 2018$661,000
+6.3%
4,497
+6.8%
0.05%
-7.3%
Q4 2017$622,000
+54.0%
4,211
+47.4%
0.06%
+48.6%
Q3 2017$404,000
-12.9%
2,856
-16.7%
0.04%
-32.7%
Q2 2017$464,000
+44.1%
3,427
+42.0%
0.06%
-8.3%
Q1 2017$322,0002,4130.06%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2019
NameSharesValueWeighting ↓
Trinity Financial Advisors LLC 214,530$45,776,00030.62%
Aufman Associates Inc 142,058$31,064,00025.55%
Chandler Asset Management, Inc. 284,345$62,178,00016.28%
MBE Wealth Management, LLC 122,106$26,701,00013.60%
Emerson Wealth, LLC 109,619$23,970,00013.36%
BLUESTEM FINANCIAL ADVISORS, LLC 90,893$19,876,00012.99%
McCarthy Grittinger Financial Group, LLC 151,364$33,098,74212.73%
BCK Partners, Inc. 88,920$19,444,00012.35%
Ellenbecker Investment Group 155,596$34,024,00010.64%
Whelan Financial 51,149$11,185,00010.22%
View complete list of VANGUARD INDEX FDS shareholders