Cypress Wealth Services, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,621 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.31 and the average weighting 0.9%.

Quarter-by-quarter ownership
Cypress Wealth Services, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$4,298,970
-7.8%
22,737
-0.2%
1.19%
-2.7%
Q2 2023$4,663,456
+8.7%
22,775
+0.6%
1.22%
-2.5%
Q1 2023$4,289,416
+2.1%
22,628
-1.1%
1.26%
-7.0%
Q4 2022$4,200,115
+0.6%
22,884
-3.6%
1.35%
-4.9%
Q3 2022$4,173,000
-0.2%
23,750
-0.0%
1.42%
+6.4%
Q2 2022$4,183,000
-19.8%
23,751
-3.2%
1.33%
-6.1%
Q1 2022$5,215,000
-8.1%
24,538
-2.2%
1.42%
-8.5%
Q4 2021$5,673,000
+4.7%
25,102
+1.3%
1.55%
-4.3%
Q3 2021$5,417,000
-2.0%
24,774
+0.9%
1.62%
+7.3%
Q2 2021$5,530,000
+5.4%
24,548
+0.2%
1.51%
+37.7%
Q1 2021$5,245,000
+8.0%
24,499
-1.8%
1.10%
+1.1%
Q4 2020$4,858,000
+25.9%
24,953
-0.5%
1.08%
+9.7%
Q3 2020$3,858,000
+14.5%
25,084
+8.5%
0.99%
+23.3%
Q2 2020$3,368,000
+28.0%
23,113
+1.4%
0.80%
+3.6%
Q1 2020$2,631,000
-39.3%
22,794
-12.9%
0.77%
-29.2%
Q4 2019$4,334,000
+8.6%
26,164
+0.9%
1.09%
-0.2%
Q3 2019$3,989,000
+4.0%
25,918
+5.9%
1.10%
-1.1%
Q2 2019$3,835,000
+5.8%
24,477
+3.2%
1.11%
-3.6%
Q1 2019$3,625,000
+13.9%
23,721
-1.6%
1.15%
-9.0%
Q4 2018$3,183,000
-17.2%
24,115
+1.9%
1.26%
-8.3%
Q3 2018$3,846,000
+8.6%
23,659
+4.0%
1.38%
+2.3%
Q2 2018$3,540,000
+13.5%
22,742
+7.1%
1.34%
+1.1%
Q1 2018$3,119,000
+3.6%
21,232
+4.2%
1.33%
+6.5%
Q4 2017$3,011,00020,3721.25%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
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