Clear Perspective Advisors, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,100 filers reported holding VANGUARD INDEX FDS in Q3 2020. The put-call ratio across all filers is 0.64 and the average weighting 0.8%.

Quarter-by-quarter ownership
Clear Perspective Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q4 2021$3,497,000
-37.4%
15,472
-39.4%
1.06%
-44.5%
Q3 2021$5,587,000
-10.0%
25,552
-7.3%
1.91%
-11.3%
Q2 2021$6,208,000
-6.9%
27,555
-11.5%
2.16%
-17.3%
Q1 2021$6,666,000
+26.4%
31,140
+15.0%
2.61%
+21.0%
Q4 2020$5,272,000
+2734.4%
27,080
+296.0%
2.15%
+2375.9%
Q3 2020$186,000
-66.8%
6,839
+40.7%
0.09%
-76.7%
Q1 2020$561,000
-73.6%
4,860
-62.2%
0.37%
-71.6%
Q4 2019$2,127,000
-50.4%
12,841
-53.5%
1.32%
-32.3%
Q3 2019$4,291,000
+96.3%
27,631
+98.1%
1.94%
+38.6%
Q2 2019$2,186,000
+17.5%
13,951
+14.5%
1.40%
+6.3%
Q1 2019$1,861,000
-8.0%
12,180
-20.5%
1.32%
-21.5%
Q4 2018$2,022,000
-40.3%
15,319
-26.4%
1.68%
-33.0%
Q3 2018$3,385,000
+4.4%
20,8180.0%2.51%
+10.7%
Q2 2018$3,241,000
-32.4%
20,818
-36.2%
2.27%
-36.7%
Q1 2018$4,793,000
+1.8%
32,620
+2.4%
3.58%
-0.6%
Q4 2017$4,708,000
+4.6%
31,856
+0.1%
3.60%
-2.0%
Q3 2017$4,499,000
+8.7%
31,838
+4.3%
3.67%
+5.6%
Q2 2017$4,138,000
+14.5%
30,528
+12.6%
3.48%
+45.5%
Q1 2017$3,613,000
+13.2%
27,111
+9.5%
2.39%
+12.8%
Q4 2016$3,193,00024,7632.12%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2020
NameSharesValueWeighting ↓
Aufman Associates Inc 144,136$25,384,00024.13%
Investments & Financial Planning, LLC 89,095$15,691,00016.17%
Centered Wealth LLC dba Miller Equity Capital Advisors 106,534$18,762,00016.02%
MBE Wealth Management, LLC 126,873$22,344,00015.59%
Chandler Asset Management, Inc. 297,125$52,326,675,00014.79%
Scott Capital Advisors, LLC 112,455$19,804,00013.40%
Whelan Financial 106,846$18,817,00012.73%
Emerson Wealth, LLC 109,251$19,240,00012.60%
BLUESTEM FINANCIAL ADVISORS, LLC 97,848$17,232,00011.98%
BCK Partners, Inc. 93,787$16,517,00011.56%
View complete list of VANGUARD INDEX FDS shareholders