BDO Wealth Advisors, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,594 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.20 and the average weighting 0.9%.

Quarter-by-quarter ownership
BDO Wealth Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2023$2,603,191
+2.0%
13,089
-2.8%
0.30%
-4.5%
Q1 2023$2,552,888
-3.1%
13,467
-6.2%
0.31%
-4.6%
Q4 2022$2,635,500
+2.2%
14,359
-4.8%
0.33%
-4.4%
Q3 2022$2,579,000
-9.6%
15,088
-6.9%
0.34%
-2.3%
Q2 2022$2,854,000
-18.6%
16,207
-1.8%
0.35%
-6.1%
Q1 2022$3,507,000
-1.4%
16,500
+4.8%
0.37%
-0.5%
Q4 2021$3,558,000
-2.3%
15,741
-5.5%
0.38%
-6.2%
Q3 2021$3,642,000
-9.3%
16,657
-6.5%
0.40%
-9.7%
Q2 2021$4,014,000
+6.6%
17,820
+1.4%
0.44%0.0%
Q1 2021$3,764,000
+6.8%
17,582
-2.9%
0.44%
-10.5%
Q4 2020$3,523,000
+32.4%
18,098
+4.6%
0.50%
+14.5%
Q3 2020$2,660,000
+1.6%
17,294
-3.7%
0.43%
-5.9%
Q2 2020$2,617,000
+8.2%
17,962
-86.5%
0.46%
-5.9%
Q1 2020$2,419,000
-26.2%
132,764
-26.5%
0.49%
-42.2%
Q4 2019$3,280,000
+11.6%
180,655
+23.6%
0.85%
+12.5%
Q3 2019$2,938,000
+4.1%
146,144
+711.5%
0.75%
-2.1%
Q2 2019$2,821,000
-5.8%
18,010
-87.6%
0.77%
-11.7%
Q1 2019$2,994,000
+0.9%
145,739
+548.4%
0.87%
-14.8%
Q4 2018$2,966,000
+859.9%
22,475
+1081.0%
1.02%
+921.0%
Q3 2018$309,000
+4.4%
1,9030.0%0.10%
-1.0%
Q2 2018$296,000
+355.4%
1,903
+328.6%
0.10%
+320.8%
Q1 2018$65,000
+622.2%
444
+543.5%
0.02%
+500.0%
Q2 2017$9,000690.00%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2023
NameSharesValueWeighting ↓
Trinity Financial Advisors LLC 221,702$47,432,00033.22%
Aufman Associates Inc 143,772$32,389,00024.98%
Chandler Asset Management, Inc. 287,915$64,861,00016.94%
Emerson Wealth, LLC 109,699$24,713,00013.62%
BLUESTEM FINANCIAL ADVISORS, LLC 88,273$19,886,00013.40%
McCarthy Grittinger Financial Group, LLC 136,444$30,738,17213.37%
MBE Wealth Management, LLC 112,879$25,429,00013.17%
BCK Partners, Inc. 85,967$19,367,00012.81%
Axiom Financial Strategies, LLC 105,847$23,845,00011.00%
Ellenbecker Investment Group 142,982$32,211,00010.57%
View complete list of VANGUARD INDEX FDS shareholders