VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,621 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.31 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
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 | $100,000 | – | 687 | – | 0.07% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Aufman Associates Inc | 161,884 | $23,590,000 | 26.77% |
Chandler Asset Management, Inc. | 294,740 | $42,950,000 | 18.69% |
Water Oak Advisors LLC | 124,171 | $18,094,000 | 18.46% |
McCarthy Grittinger Financial Group, LLC | 163,716 | $23,856,696 | 14.15% |
Acorns Advisers, LLC | 2,390,400 | $348,329,000 | 13.45% |
BLUESTEM FINANCIAL ADVISORS, LLC | 98,732 | $14,387,000 | 13.16% |
Emerson Wealth, LLC | 119,166 | $17,365,000 | 12.28% |
Unified Trust Company, N.A. | 101,312 | $14,763,000 | 11.11% |
Heartwood Wealth Advisors LLC | 367,893 | $53,609,000 | 10.61% |
VISTA CAPITAL PARTNERS, INC. | 363,565 | $52,979,000 | 10.32% |