LAKE STREET ADVISORS GROUP, 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
LAKE STREET ADVISORS GROUP, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$2,690,000
+95155.0%
14,229
+0.2%
0.16%
+2.6%
Q2 2023$2,824
+4.1%
14,197
-0.8%
0.16%
-7.1%
Q1 2023$2,714
+47.7%
14,318
+43.0%
0.17%
+38.8%
Q4 2022$1,837
-99.9%
10,011
-32.3%
0.12%
-33.9%
Q3 2022$2,527,000
-2.8%
14,784
+0.2%
0.18%
-1.1%
Q2 2022$2,599,000
+9.0%
14,756
+31.6%
0.18%
+21.7%
Q1 2022$2,384,000
+1.9%
11,216
+8.4%
0.15%
+2.7%
Q4 2021$2,339,000
+71.2%
10,351
+69.9%
0.15%
+46.5%
Q2 2021$1,366,000
+7.1%
6,094
+2.4%
0.10%
-2.9%
Q1 2021$1,275,000
+10.0%
5,9540.0%0.10%
+8.3%
Q4 2020$1,159,000
+26.5%
5,9540.0%0.10%
+11.6%
Q3 2020$916,000
+4.2%
5,954
-1.2%
0.09%
-3.4%
Q2 2020$879,000
+24.2%
6,029
-1.6%
0.09%
+1.1%
Q1 2020$708,000
-7.1%
6,130
+25.2%
0.09%
+15.8%
Q2 2018$762,000
-7.3%
4,898
-12.5%
0.08%
-17.4%
Q1 2018$822,000
-6.5%
5,595
-5.9%
0.09%
-7.1%
Q4 2017$879,0005,9450.10%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2021
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