EverSource Wealth Advisors, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,591 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 0.40 and the average weighting 0.9%.

Quarter-by-quarter ownership
EverSource Wealth Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$8,612,219
+5.8%
45,551
+11.3%
0.91%
+1.8%
Q2 2023$8,136,764
-3.3%
40,910
-7.8%
0.90%
-14.3%
Q1 2023$8,411,031
+9.9%
44,371
+6.4%
1.05%
-9.7%
Q4 2022$7,652,560
+63.9%
41,693
+52.6%
1.16%
+8.4%
Q3 2022$4,669,000
+27.4%
27,316
+31.2%
1.07%
+13.1%
Q2 2022$3,665,000
-11.7%
20,816
+6.6%
0.94%
-10.2%
Q1 2022$4,149,000
+25.7%
19,522
+33.6%
1.05%
+13.7%
Q4 2021$3,302,00014,6100.92%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 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