Biltmore Family Office, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,034 filers reported holding VANGUARD INDEX FDS in Q1 2020. The put-call ratio across all filers is 0.47 and the average weighting 0.7%.

Quarter-by-quarter ownership
Biltmore Family Office, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$627,145
-4.9%
3,3170.0%0.14%
+1.4%
Q2 2023$659,718
+4.9%
3,3170.0%0.14%
+5.3%
Q1 2023$628,771
+3.3%
3,3170.0%0.13%
+6.4%
Q4 2022$608,802
+7.4%
3,3170.0%0.12%
-3.8%
Q3 2022$567,000
-2.9%
3,3170.0%0.13%
-11.0%
Q2 2022$584,000
-21.2%
3,317
-4.8%
0.15%
-8.2%
Q1 2022$741,000
-6.0%
3,486
+0.0%
0.16%
+6.0%
Q4 2021$788,000
+3.4%
3,4850.0%0.15%
-18.5%
Q3 2021$762,000
-2.9%
3,4850.0%0.18%
-17.5%
Q2 2021$785,000
+5.2%
3,4850.0%0.22%
-3.9%
Q1 2021$746,000
+10.0%
3,485
+0.0%
0.23%
+13.7%
Q4 2020$678,000
+47.7%
3,484
+16.8%
0.20%
-20.3%
Q3 2020$459,000
-5.6%
2,984
-10.5%
0.26%
-12.6%
Q2 2020$486,000
+26.2%
3,3340.0%0.29%
+15.8%
Q1 2020$385,000
-27.5%
3,334
+4.1%
0.25%
+18.8%
Q4 2019$531,000
+7.7%
3,203
+0.0%
0.21%0.0%
Q3 2019$493,000
-7.2%
3,202
-5.2%
0.21%
-25.8%
Q2 2019$531,000
+2.7%
3,3760.0%0.29%
+9.1%
Q1 2019$517,000
+15.9%
3,3760.0%0.26%
+4.4%
Q4 2018$446,000
-19.1%
3,376
+0.1%
0.25%
-3.8%
Q3 2018$551,000
+12.9%
3,374
+7.6%
0.26%
+7.8%
Q2 2018$488,000
-0.6%
3,137
-6.1%
0.24%
+11.5%
Q1 2018$491,000
-0.6%
3,3420.0%0.22%
-2.2%
Q4 2017$494,0003,3420.22%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2020
NameSharesValueWeighting ↓
Trinity Financial Advisors LLC 214,530$45,776,00030.62%
Aufman Associates Inc 142,058$31,064,00025.55%
Chandler Asset Management, Inc. 284,345$62,178,00016.28%
MBE Wealth Management, LLC 122,106$26,701,00013.60%
Emerson Wealth, LLC 109,619$23,970,00013.36%
BLUESTEM FINANCIAL ADVISORS, LLC 90,893$19,876,00012.99%
McCarthy Grittinger Financial Group, LLC 151,364$33,098,74212.73%
BCK Partners, Inc. 88,920$19,444,00012.35%
Ellenbecker Investment Group 155,596$34,024,00010.64%
Whelan Financial 51,149$11,185,00010.22%
View complete list of VANGUARD INDEX FDS shareholders