Wells Trecaso Financial Group, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,621 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
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 Q3 2023
NameSharesValueWeighting ↓
Aufman Associates Inc 161,884$23,590,00026.77%
Chandler Asset Management, Inc. 294,740$42,950,00018.69%
Water Oak Advisors LLC 124,171$18,094,00018.46%
McCarthy Grittinger Financial Group, LLC 163,716$23,856,69614.15%
Acorns Advisers, LLC 2,390,400$348,329,00013.45%
BLUESTEM FINANCIAL ADVISORS, LLC 98,732$14,387,00013.16%
Emerson Wealth, LLC 119,166$17,365,00012.28%
Unified Trust Company, N.A. 101,312$14,763,00011.11%
Heartwood Wealth Advisors LLC 367,893$53,609,00010.61%
VISTA CAPITAL PARTNERS, INC. 363,565$52,979,00010.32%
View complete list of VANGUARD INDEX FDS shareholders