Financial Advocates Investment 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
Financial Advocates Investment Management ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$857,371
+12.9%
4,535
+18.8%
0.06%
+14.8%
Q2 2023$759,297
-15.9%
3,818
-19.9%
0.05%
-16.9%
Q1 2023$903,379
-43.6%
4,766
-45.4%
0.06%
-45.4%
Q4 2022$1,601,196
-9.7%
8,724
-38.9%
0.12%
-18.5%
Q3 2022$1,773,000
+10.3%
14,267
+56.2%
0.15%
+11.5%
Q2 2022$1,608,000
-26.9%
9,132
-11.7%
0.13%
-9.7%
Q1 2022$2,199,000
+4.4%
10,346
+11.0%
0.14%
+9.0%
Q4 2021$2,107,000
-0.5%
9,320
-3.7%
0.13%
-7.0%
Q3 2021$2,117,000
-0.4%
9,677
+2.5%
0.14%
+0.7%
Q2 2021$2,126,000
-17.6%
9,439
-21.7%
0.14%
-22.4%
Q1 2021$2,581,000
-8.7%
12,059
-18.3%
0.18%
-5.2%
Q4 2020$2,826,000
+25.0%
14,755
+0.4%
0.19%0.0%
Q3 2020$2,260,000
-6.5%
14,693
-11.2%
0.19%
-15.7%
Q2 2020$2,416,000
+11.2%
16,539
-12.1%
0.23%
-26.1%
Q1 2020$2,173,000
-57.8%
18,819
-39.5%
0.31%
-43.4%
Q4 2019$5,149,000
+3.9%
31,083
-3.5%
0.55%
-3.2%
Q3 2019$4,957,000
-20.3%
32,215
-18.9%
0.57%
-21.5%
Q2 2019$6,222,000
+37.7%
39,717
+34.3%
0.72%
+28.3%
Q1 2019$4,519,000
-3.6%
29,576
-16.7%
0.56%
-12.2%
Q4 2018$4,686,000
-19.6%
35,498
-1.0%
0.64%
-1.7%
Q3 2018$5,830,000
+4.8%
35,863
+0.8%
0.65%
-3.4%
Q2 2018$5,561,000
+22.0%
35,580
+14.7%
0.67%
+13.7%
Q1 2018$4,558,000
+1.6%
31,022
+2.2%
0.59%
-3.3%
Q4 2017$4,488,00030,3650.61%
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