Strategic Family Wealth Counselors, L.L.C. - 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
Strategic Family Wealth Counselors, L.L.C. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,801,380
-11.9%
9,528
-7.3%
0.87%
-7.9%
Q2 2023$2,044,946
+3.8%
10,282
-1.1%
0.94%
+0.8%
Q1 2023$1,970,312
+0.7%
10,394
-2.5%
0.93%
-3.8%
Q4 2022$1,955,786
+2.4%
10,656
-4.6%
0.97%
+3.5%
Q3 2022$1,910,000
+6.5%
11,173
+9.7%
0.94%
+8.8%
Q2 2022$1,794,000
-8.5%
10,187
+10.4%
0.86%
+9.0%
Q1 2022$1,960,000
+3.2%
9,225
+9.7%
0.79%
+29.7%
Q4 2021$1,900,000
+32.7%
8,406
+28.3%
0.61%
+24.3%
Q3 2021$1,432,000
-1.2%
6,550
+1.8%
0.49%
+3.4%
Q2 2021$1,449,000
+9.5%
6,432
+4.1%
0.47%
-5.0%
Q1 2021$1,323,000
+9.9%
6,181
-0.0%
0.50%
-19.6%
Q4 2020$1,204,000
+27.7%
6,184
+0.9%
0.62%
+17.4%
Q3 2020$943,000
+10.8%
6,129
+5.0%
0.53%
-1.3%
Q2 2020$851,000
+66.5%
5,839
+31.8%
0.54%
+40.3%
Q1 2020$511,000
-65.2%
4,429
-50.1%
0.38%
-67.8%
Q4 2019$1,470,000
+48.5%
8,873
+38.0%
1.19%
+58.5%
Q3 2019$990,000
+3.4%
6,430
+5.3%
0.75%
+1.1%
Q2 2019$957,000
+6.3%
6,106
+3.7%
0.74%
+1.8%
Q1 2019$900,000
+126.7%
5,887
+95.5%
0.73%
+61.8%
Q4 2018$397,0003,0110.45%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
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