Trellis Advisors, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,088 filers reported holding VANGUARD INDEX FDS in Q2 2020. The put-call ratio across all filers is 0.55 and the average weighting 0.8%.

Quarter-by-quarter ownership
Trellis Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$4,745,853
-0.8%
25,101
+4.3%
2.17%
+1.6%
Q2 2023$4,784,246
+9.1%
24,055
+4.0%
2.13%
+1.2%
Q1 2023$4,384,897
+13.8%
23,132
+10.2%
2.11%
+4.4%
Q4 2022$3,852,219
+9.9%
20,988
+2.4%
2.02%
+1.3%
Q3 2022$3,504,000
-0.3%
20,501
+2.7%
1.99%
+3.5%
Q2 2022$3,515,000
-17.6%
19,960
-0.6%
1.92%
-9.9%
Q1 2022$4,268,000
+9.7%
20,083
+16.7%
2.14%
+15.9%
Q4 2021$3,890,000
+6.9%
17,212
+3.4%
1.84%
-1.4%
Q3 2021$3,639,000
-2.8%
16,644
+0.1%
1.87%
-3.8%
Q2 2021$3,744,000
+18.3%
16,621
+12.4%
1.94%
+9.6%
Q1 2021$3,165,000
+99.1%
14,786
+81.0%
1.77%
+85.0%
Q4 2020$1,590,000
+198.3%
8,167
+135.6%
0.96%
+152.4%
Q3 2020$533,000
+101.9%
3,466
+91.0%
0.38%
+83.6%
Q2 2020$264,000
+25.7%
1,8150.0%0.21%
+2.5%
Q1 2020$210,000
-30.2%
1,8150.0%0.20%
-14.8%
Q4 2019$301,000
+29.2%
1,815
+19.6%
0.24%
+20.3%
Q3 2019$233,000
-2.1%
1,5170.0%0.20%
-2.5%
Q2 2019$238,000
+2.6%
1,5170.0%0.20%
-3.3%
Q1 2019$232,000
+16.0%
1,5170.0%0.21%
+3.0%
Q4 2018$200,000
-19.0%
1,5170.0%0.20%
-6.9%
Q3 2018$247,000
+4.7%
1,5170.0%0.22%
-1.8%
Q2 2018$236,0001,5170.22%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2020
NameSharesValueWeighting ↓
Trinity Financial Advisors LLC 214,530$45,776,00030.62%
Aufman Associates Inc 142,058$31,064,00025.55%
Chandler Asset Management, Inc. 284,345$62,178,00016.28%
MBE Wealth Management, LLC 122,106$26,701,00013.60%
Emerson Wealth, LLC 109,619$23,970,00013.36%
BLUESTEM FINANCIAL ADVISORS, LLC 90,893$19,876,00012.99%
McCarthy Grittinger Financial Group, LLC 151,364$33,098,74212.73%
BCK Partners, Inc. 88,920$19,444,00012.35%
Ellenbecker Investment Group 155,596$34,024,00010.64%
Whelan Financial 51,149$11,185,00010.22%
View complete list of VANGUARD INDEX FDS shareholders