Berman Capital Advisors, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,383 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.16 and the average weighting 0.9%.

Quarter-by-quarter ownership
Berman Capital Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2021$335,000
-2.6%
1,534
+0.3%
0.05%
-3.6%
Q2 2021$344,000
+5.5%
1,530
+0.3%
0.06%
-19.1%
Q1 2021$326,000
+59.8%
1,526
+45.1%
0.07%
+38.8%
Q4 2020$204,000
+36.9%
1,052
+8.6%
0.05%
+16.7%
Q3 2020$149,000
+5.7%
969
+0.2%
0.04%
+13.5%
Q2 2020$141,000
-29.9%
967
-44.6%
0.04%
-43.1%
Q1 2020$201,000
+36.7%
1,744
+96.4%
0.06%
+54.8%
Q4 2019$147,000
+8.9%
888
+0.7%
0.04%0.0%
Q3 2019$135,000
-16.1%
882
-14.4%
0.04%
-17.6%
Q2 2019$161,000
+2.5%
1,030
+0.3%
0.05%
-3.8%
Q1 2019$157,000
-10.8%
1,027
-23.3%
0.05%
-23.2%
Q4 2018$176,000
-38.0%
1,339
-30.4%
0.07%
-26.6%
Q4 2017$284,0001,9230.09%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2021
NameSharesValueWeighting ↓
Centered Wealth LLC dba Miller Equity Capital Advisors 270,794$53,858,11927.31%
Aufman Associates Inc 147,943$29,424,40424.27%
Investments & Financial Planning, LLC 107,417$21,364,11418.50%
MBE Wealth Management, LLC 148,264$29,488,32515.85%
Whelan Financial 125,604$24,981,37513.06%
Family Investment Center, Inc. 99,242$19,738,14812.63%
BLUESTEM FINANCIAL ADVISORS, LLC 103,586$20,602,25812.46%
McCarthy Grittinger Financial Group, LLC 158,607$31,545,34212.20%
BCK Partners, Inc. 96,331$19,159,17311.98%
Brown Financial Advisory 71,177$14,156,48111.55%
View complete list of VANGUARD INDEX FDS shareholders