Steward Partners Investment Advisory, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,271 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 0.70 and the average weighting 0.9%.

Quarter-by-quarter ownership
Steward Partners Investment Advisory, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$6,024,257
-2.9%
31,863
+2.1%
0.09%0.0%
Q2 2023$6,207,336
-6.7%
31,210
-11.1%
0.09%
-12.3%
Q1 2023$6,651,501
+7.6%
35,089
+4.2%
0.11%
+1.0%
Q4 2022$6,182,309
+5.6%
33,684
-1.7%
0.10%
-3.7%
Q3 2022$5,857,000
+5.4%
34,269
+8.6%
0.11%
+6.9%
Q2 2022$5,555,000
-30.9%
31,544
-16.6%
0.10%
-17.7%
Q1 2022$8,038,000
-56.8%
37,822
-54.0%
0.12%
-56.2%
Q4 2021$18,603,000
+4.7%
82,310
+1.3%
0.28%
-7.2%
Q3 2021$17,767,000
+7.3%
81,249
+10.6%
0.30%
+8.9%
Q2 2021$16,556,000
-99.9%
73,491
-21.6%
0.28%
+59.1%
Q1 2021$20,057,754,000
+377493.3%
93,692
+243.4%
0.18%
+53.0%
Q4 2020$5,312,000
+12.4%
27,285
-11.2%
0.12%
-3.4%
Q3 2020$4,728,000
+24.3%
30,741
+17.7%
0.12%
+10.2%
Q2 2020$3,804,000
+43.1%
26,108
+13.3%
0.11%
+11.3%
Q1 2020$2,659,000
-48.0%
23,034
-25.4%
0.10%
-35.8%
Q4 2019$5,114,000
+16.4%
30,879
+8.2%
0.15%
+2.0%
Q3 2019$4,393,000
+3.9%
28,552
+5.7%
0.15%
-4.5%
Q2 2019$4,230,000
+204.5%
27,006
+197.1%
0.16%
+162.7%
Q1 2019$1,389,000
+31.3%
9,091
+13.4%
0.06%
+13.5%
Q4 2018$1,058,000
-69.5%
8,020
-62.4%
0.05%
-68.5%
Q3 2018$3,464,000
+20.3%
21,307
+15.2%
0.16%
-4.1%
Q2 2018$2,879,000
+39.8%
18,496
+32.0%
0.17%
+22.0%
Q1 2018$2,059,000
-0.7%
14,016
-0.1%
0.14%
-10.8%
Q4 2017$2,073,000
+4.5%
14,031
-0.0%
0.16%
-21.8%
Q3 2017$1,983,000
+3.9%
14,036
-0.3%
0.20%
-5.6%
Q2 2017$1,908,000
-79.9%
14,082
-80.2%
0.21%
-85.1%
Q1 2017$9,493,00071,2331.44%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
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