Summit Trail Advisors, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,383 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.16 and the average weighting 0.9%.

Quarter-by-quarter ownership
Summit Trail Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,582,705
-5.2%
8,371
-0.3%
0.06%
-7.9%
Q2 2023$1,669,682
+10.4%
8,395
+5.2%
0.06%
+3.3%
Q1 2023$1,512,663
-11.6%
7,980
-14.4%
0.06%
-19.7%
Q4 2022$1,710,620
+23.1%
9,320
+14.6%
0.08%
+1.3%
Q3 2022$1,390,000
-3.1%
8,132
-0.1%
0.08%
-15.7%
Q2 2022$1,434,000
-18.2%
8,142
-1.3%
0.09%
-37.3%
Q1 2022$1,754,000
+462.2%
8,251
+497.0%
0.14%
+610.0%
Q4 2021$312,000
+52.2%
1,382
+51.9%
0.02%
+11.1%
Q2 2021$205,000
-19.0%
910
-23.1%
0.02%
-33.3%
Q1 2021$253,000
+20.5%
1,184
+9.7%
0.03%
+3.8%
Q4 2020$210,0001,0790.03%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2021
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