CAPITAL WEALTH MANAGEMENT, LLC - 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
CAPITAL WEALTH MANAGEMENT, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$359,989
-9.7%
1,904
-5.0%
0.20%
-9.2%
Q2 2023$398,576
-6.1%
2,004
-10.5%
0.22%
-11.1%
Q1 2023$424,425
-85.4%
2,239
-85.9%
0.24%
-87.6%
Q4 2022$2,907,641
+2.1%
15,842
-4.9%
1.97%
-10.9%
Q3 2022$2,848,000
-7.8%
16,665
-5.0%
2.21%
-3.7%
Q2 2022$3,090,000
-22.1%
17,543
-6.0%
2.29%
-14.3%
Q1 2022$3,965,000
-4.3%
18,657
+1.8%
2.67%
-7.9%
Q4 2021$4,141,000
+12.5%
18,319
+8.8%
2.90%
+2.0%
Q3 2021$3,682,000
-5.9%
16,837
-3.0%
2.84%
-0.6%
Q2 2021$3,911,000
+3.7%
17,364
-1.4%
2.86%
-4.2%
Q1 2021$3,770,000
+8.3%
17,610
-1.5%
2.99%
-0.6%
Q4 2020$3,482,000
+30.5%
17,887
+3.1%
3.01%
+11.8%
Q3 2020$2,669,000
+18.7%
17,353
+12.5%
2.69%
+12.3%
Q2 2020$2,249,000
+34.3%
15,429
+6.3%
2.40%
+14.0%
Q1 2020$1,675,000
-22.8%
14,513
+10.7%
2.10%
-5.2%
Q4 2019$2,171,000
+9.6%
13,106
+1.8%
2.22%
+4.6%
Q3 2019$1,981,000
+1.6%
12,870
+3.4%
2.12%
+8.9%
Q2 2019$1,950,000
+0.2%
12,448
-2.3%
1.94%
-0.1%
Q1 2019$1,947,000
+11.4%
12,742
-3.8%
1.94%
+1.7%
Q4 2018$1,748,000
-15.5%
13,247
+4.1%
1.91%
+5.5%
Q3 2018$2,069,000
-9.6%
12,725
-13.4%
1.81%
-13.1%
Q2 2018$2,288,000
-4.3%
14,698
-9.7%
2.08%
-6.9%
Q1 2018$2,391,000
-9.1%
16,272
-8.5%
2.24%
-1.3%
Q4 2017$2,630,00017,7912.27%
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