Refined Wealth Management - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,591 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 0.40 and the average weighting 0.9%.

Quarter-by-quarter ownership
Refined Wealth Management ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,027,291
-5.1%
5,433
-0.2%
0.92%
+3.4%
Q2 2023$1,082,433
+6.5%
5,442
+1.5%
0.89%
-0.6%
Q1 2023$1,016,297
-11.2%
5,361
-14.0%
0.90%
-10.4%
Q4 2022$1,144,022
+9.6%
6,233
+2.0%
1.00%
+6.3%
Q3 2022$1,044,000
-3.2%
6,110
-0.2%
0.94%
-2.4%
Q2 2022$1,079,000
-12.6%
6,125
+5.5%
0.96%
-7.5%
Q1 2022$1,234,000
-73.6%
5,807
-72.0%
1.04%
-71.3%
Q4 2021$4,680,000
+4.6%
20,707
+1.2%
3.63%
+0.2%
Q3 2021$4,473,000
+0.0%
20,454
+3.1%
3.62%
-3.5%
Q2 2021$4,471,00019,8453.75%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 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