WALLER FINANCIAL PLANNING GROUP, INC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,088 filers reported holding VANGUARD INDEX FDS in Q2 2020. The put-call ratio across all filers is 0.55 and the average weighting 0.8%.

Quarter-by-quarter ownership
WALLER FINANCIAL PLANNING GROUP, INC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q4 2023$7,815,345
+15.2%
36,635
+2.1%
2.06%
+4.1%
Q3 2023$6,786,100
-5.4%
35,892
-0.5%
1.97%
-0.2%
Q2 2023$7,173,664
+11.5%
36,069
+6.3%
1.98%
+8.4%
Q1 2023$6,433,856
-10.2%
33,941
-13.0%
1.82%
-12.2%
Q4 2022$7,161,547
+3.2%
39,019
-3.9%
2.08%
-2.1%
Q3 2022$6,937,000
+1.9%
40,588
+5.0%
2.12%
+6.5%
Q2 2022$6,806,000
-12.7%
38,648
+5.3%
1.99%
-3.6%
Q1 2022$7,798,000
+4.2%
36,691
+10.8%
2.07%
+10.2%
Q4 2021$7,485,000
+8.1%
33,120
+4.6%
1.88%
+2.0%
Q3 2021$6,921,000
-1.8%
31,650
+1.2%
1.84%
-2.6%
Q2 2021$7,048,000
+5.1%
31,284
-0.1%
1.89%
-2.0%
Q1 2021$6,706,000
+6.7%
31,325
-2.9%
1.93%
-1.6%
Q4 2020$6,282,000
+26.0%
32,268
-0.5%
1.96%
+7.2%
Q3 2020$4,986,000
+4.8%
32,419
-0.7%
1.83%
-1.4%
Q2 2020$4,759,000
+3.4%
32,655
-18.1%
1.85%
-22.8%
Q1 2020$4,602,000
+8.9%
39,863
+56.3%
2.40%
+13.4%
Q4 2019$4,226,000
+1.2%
25,511
-3.8%
2.12%
-4.2%
Q3 2019$4,175,000
-6.2%
26,511
-6.4%
2.21%
-10.7%
Q2 2019$4,453,000
-3.5%
28,324
-3.3%
2.48%
-7.2%
Q1 2019$4,615,000
+11.8%
29,301
-6.3%
2.67%
-6.4%
Q4 2018$4,129,00031,2832.85%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 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