Gradient Capital Advisors, 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
Gradient Capital Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$2,783,403
-4.1%
14,722
+0.9%
1.16%0.0%
Q2 2023$2,902,228
+4.7%
14,592
-0.2%
1.16%
-1.3%
Q1 2023$2,771,502
+1.4%
14,621
-1.9%
1.18%
-5.1%
Q4 2022$2,734,430
+4.3%
14,898
-2.8%
1.24%
-0.8%
Q3 2022$2,621,000
-2.6%
15,334
+0.3%
1.25%
-3.1%
Q2 2022$2,692,000
-10.4%
15,288
+8.2%
1.29%
+1.5%
Q1 2022$3,004,000
-1.4%
14,133
+4.8%
1.27%
+0.4%
Q4 2021$3,047,000
+4.6%
13,483
+1.2%
1.27%
-5.1%
Q3 2021$2,913,000
-6.5%
13,322
-3.7%
1.34%
-8.6%
Q2 2021$3,117,000
+8.0%
13,837
+2.6%
1.46%
-4.4%
Q1 2021$2,887,000
+1.7%
13,486
-7.5%
1.53%
-5.6%
Q4 2020$2,839,000
+14.7%
14,583
-9.4%
1.62%
+4.8%
Q3 2020$2,475,000
+6.7%
16,092
+1.1%
1.54%
-1.5%
Q2 2020$2,319,000
+34.6%
15,914
+6.6%
1.57%
+12.7%
Q1 2020$1,723,000
-30.0%
14,923
+0.4%
1.39%
-18.8%
Q4 2019$2,462,000
+7.0%
14,864
-0.6%
1.71%
-0.2%
Q3 2019$2,301,000
-3.0%
14,949
-1.3%
1.72%
-5.7%
Q2 2019$2,372,000
+2.5%
15,144
+0.0%
1.82%
-1.2%
Q1 2019$2,314,000
+14.8%
15,143
-0.8%
1.84%
+6.0%
Q4 2018$2,015,000
-18.2%
15,269
+0.7%
1.74%
-16.2%
Q3 2018$2,464,000
+5.3%
15,158
+0.8%
2.08%
-4.5%
Q2 2018$2,341,000
+5.6%
15,041
-0.3%
2.18%
-1.8%
Q1 2018$2,217,000
-2.0%
15,091
-1.4%
2.22%
-4.5%
Q4 2017$2,263,00015,3132.32%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
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