Wells Trecaso Financial Group, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,650 filers reported holding VANGUARD INDEX FDS in Q2 2023. The put-call ratio across all filers is 0.38 and the average weighting 0.9%.

Quarter-by-quarter ownership
Wells Trecaso Financial Group, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$803,695
-4.9%
3,686
-0.3%
0.28%
-6.7%
Q1 2024$844,869
-2.5%
3,696
-9.0%
0.30%
-14.6%
Q4 2023$866,760
+22.3%
4,063
+8.4%
0.35%
+10.8%
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 2023
NameSharesValueWeighting ↓
Centered Wealth LLC dba Miller Equity Capital Advisors 295,404$64,409,77926.79%
Aufman Associates Inc 149,181$32,527,41323.15%
Investments & Financial Planning, LLC 152,955$33,350,40822.39%
MBE Wealth Management, LLC 116,944$25,498,45115.44%
Brown Financial Advisory 78,310$17,074,64113.13%
Whelan Financial 131,262$28,620,35012.78%
Chandler Asset Management, Inc. 285,830$62,322,37312.63%
BLUESTEM FINANCIAL ADVISORS, LLC 113,418$24,729,60712.50%
McCarthy Grittinger Financial Group, LLC 165,515$36,091,88911.39%
BCK Partners, Inc. 100,048$21,814,53111.28%
View complete list of VANGUARD INDEX FDS shareholders