MONEYWISE, INC. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,346 filers reported holding VANGUARD INDEX FDS in Q1 2021. The put-call ratio across all filers is 0.56 and the average weighting 1.0%.

Quarter-by-quarter ownership
MONEYWISE, INC. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,199,596
-18.4%
6,345
-14.2%
0.75%
-17.5%
Q2 2023$1,470,562
+2.1%
7,394
-2.7%
0.91%
-2.0%
Q1 2023$1,440,143
+13.8%
7,597
+10.1%
0.93%
-1.7%
Q4 2022$1,266,029
+8.9%
6,898
+1.3%
0.95%
-0.2%
Q3 2022$1,163,000
-1.9%
6,807
+1.2%
0.95%
+2.7%
Q2 2022$1,185,000
-16.3%
6,726
+0.9%
0.92%
-1.0%
Q1 2022$1,416,000
-7.2%
6,664
-1.3%
0.93%
-4.8%
Q4 2021$1,526,000
-9.5%
6,753
-12.5%
0.98%
-10.9%
Q3 2021$1,687,000
+5.8%
7,714
+9.0%
1.10%
+1.0%
Q2 2021$1,595,000
-5.3%
7,080
-10.0%
1.09%
-4.1%
Q1 2021$1,685,000
+9.8%
7,871
-0.1%
1.14%
+3.6%
Q4 2020$1,534,000
+23.2%
7,878
-2.7%
1.10%
+11.0%
Q3 2020$1,245,000
+3.9%
8,096
-1.6%
0.99%
+2.9%
Q2 2020$1,198,0008,2250.96%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2021
NameSharesValueWeighting ↓
Centered Wealth LLC dba Miller Equity Capital Advisors 222,168$40,776,62326.46%
Aufman Associates Inc 149,369$27,415,15825.34%
Investments & Financial Planning, LLC 96,867$17,778,90317.42%
MBE Wealth Management, LLC 139,195$25,547,88416.49%
Chandler Asset Management, Inc. 309,915$52,96815.26%
Scott Capital Advisors, LLC 121,434$22,287,99912.63%
Brown Financial Advisory 66,496$12,204,75612.59%
Whelan Financial 111,378$20,442,28112.34%
BLUESTEM FINANCIAL ADVISORS, LLC 101,561$18,640,50212.26%
McCarthy Grittinger Financial Group, LLC 159,978$29,362,45112.04%
View complete list of VANGUARD INDEX FDS shareholders