Bogart Wealth, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,619 filers reported holding VANGUARD INDEX FDS in Q4 2022. The put-call ratio across all filers is 0.16 and the average weighting 0.9%.

Quarter-by-quarter ownership
Bogart Wealth, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$470,409
+4.9%
2,488
+10.4%
0.03%
+3.6%
Q2 2023$448,240
-6.8%
2,254
-11.2%
0.03%
-12.5%
Q1 2023$481,184
+3.8%
2,538
+0.5%
0.03%0.0%
Q4 2022$463,637
+5.6%
2,526
-1.6%
0.03%
-13.5%
Q3 2022$439,000
+33.4%
2,568
+37.5%
0.04%
+27.6%
Q2 2022$329,000
+35.4%
1,868
+63.4%
0.03%
+38.1%
Q1 2022$243,000
+133.7%
1,143
+147.9%
0.02%
+133.3%
Q4 2021$104,000
-1.9%
461
-5.3%
0.01%
-18.2%
Q3 2021$106,000
-3.6%
487
+0.2%
0.01%
-8.3%
Q2 2021$110,000
+10.0%
486
+4.3%
0.01%
-14.3%
Q1 2021$100,000
+100.0%
466
+81.3%
0.01%
+55.6%
Q4 2020$50,000
+28.2%
2570.0%0.01%0.0%
Q3 2020$39,000
-92.8%
257
-93.1%
0.01%
-93.0%
Q2 2020$545,000
-36.4%
3,740
-49.6%
0.13%
-45.3%
Q1 2020$857,000
+945.1%
7,425
+1403.0%
0.23%
+800.0%
Q4 2019$82,000
+7.9%
4940.0%0.03%
-29.7%
Q3 2019$76,000
-1.3%
4940.0%0.04%
-21.3%
Q2 2019$77,000
+2.7%
4940.0%0.05%
+30.6%
Q1 2019$75,000
+15.4%
4940.0%0.04%
+12.5%
Q4 2018$65,000
-18.8%
4940.0%0.03%
-30.4%
Q3 2018$80,000
+5.3%
4940.0%0.05%0.0%
Q2 2018$76,000
+4.1%
4940.0%0.05%
+9.5%
Q1 2018$73,0000.0%4940.0%0.04%
-10.6%
Q4 2017$73,000
-44.3%
494
-46.3%
0.05%
-51.5%
Q3 2017$131,000
-98.5%
920
-98.6%
0.10%
-98.3%
Q2 2017$8,933,00065,9065.73%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2022
NameSharesValueWeighting ↓
Aufman Associates Inc 161,884$23,590,00026.77%
Chandler Asset Management, Inc. 294,740$42,950,00018.69%
Water Oak Advisors LLC 124,171$18,094,00018.46%
McCarthy Grittinger Financial Group, LLC 163,716$23,856,69614.15%
Acorns Advisers, LLC 2,390,400$348,329,00013.45%
BLUESTEM FINANCIAL ADVISORS, LLC 98,732$14,387,00013.16%
Emerson Wealth, LLC 119,166$17,365,00012.28%
Unified Trust Company, N.A. 101,312$14,763,00011.11%
Heartwood Wealth Advisors LLC 367,893$53,609,00010.61%
VISTA CAPITAL PARTNERS, INC. 363,565$52,979,00010.32%
View complete list of VANGUARD INDEX FDS shareholders