Aries Wealth Management - 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
Aries Wealth Management ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$7,690,472
-4.3%
41,075
+1.6%
3.01%
-3.4%
Q2 2023$8,037,344
+6.1%
40,411
+1.1%
3.12%
+0.3%
Q1 2023$7,575,007
+6.1%
39,961
+2.7%
3.11%
+0.9%
Q4 2022$7,139,522
-2.8%
38,899
-0.5%
3.08%
-5.3%
Q3 2022$7,343,000
+6.8%
39,094
+0.1%
3.25%
+4.1%
Q2 2022$6,877,000
-15.4%
39,052
+8.6%
3.12%
+0.8%
Q4 2021$8,128,000
-0.6%
35,964
-3.8%
3.10%
-10.5%
Q3 2021$8,177,000
-0.6%
37,392
+2.4%
3.46%
-1.7%
Q2 2021$8,228,000
+5.2%
36,522
+2.4%
3.52%
+0.1%
Q1 2021$7,823,000
+10.2%
35,653
+2.3%
3.51%
-0.9%
Q4 2020$7,099,000
+32.4%
34,838
-0.1%
3.55%
+16.5%
Q3 2020$5,363,000
+19.5%
34,873
+13.2%
3.04%
+11.1%
Q2 2020$4,489,000
+43.6%
30,807
+7.6%
2.74%
+15.0%
Q1 2020$3,126,000
-34.8%
28,625
-1.2%
2.38%
-18.6%
Q4 2019$4,798,000
+8.3%
28,982
+0.2%
2.93%
-0.6%
Q3 2019$4,429,000
-1.8%
28,914
+1.7%
2.95%
-6.5%
Q2 2019$4,509,000
+5.1%
28,433
+1.3%
3.15%
-1.7%
Q1 2019$4,290,000
+15.1%
28,076
-0.6%
3.21%
-18.8%
Q4 2018$3,727,000
-15.4%
28,239
+4.3%
3.95%
-0.1%
Q3 2018$4,403,000
+4.0%
27,079
+1.4%
3.95%
+1.1%
Q2 2018$4,232,000
+9.2%
26,699
+1.7%
3.91%
+4.2%
Q1 2018$3,874,000
-2.3%
26,254
+1.5%
3.75%
+2.8%
Q4 2017$3,965,00025,8543.65%
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