Wells Trecaso Financial Group, LLC - 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
Wells Trecaso Financial Group, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$708,634
-3.4%
3,748
+1.6%
0.32%
-0.3%
Q2 2023$733,904
+5.0%
3,690
+0.1%
0.32%
-2.5%
Q1 2023$699,097
+12.9%
3,688
+9.3%
0.32%
+4.9%
Q4 2022$619,080
+32.3%
3,373
+23.2%
0.31%
+20.2%
Q3 2022$468,000
+15.0%
2,738
+18.5%
0.26%
+21.8%
Q2 2022$407,000
-7.9%
2,310
+11.1%
0.21%
+7.1%
Q1 2022$442,000
+114.6%
2,080
+128.6%
0.20%
+118.9%
Q4 2021$206,000
+106.0%
910
+32.5%
0.09%
+30.4%
Q2 2020$100,0006870.07%
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