West Branch Capital 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
West Branch Capital LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$16,898
-4.9%
890.0%0.01%0.0%
Q2 2023$17,776
+4.9%
890.0%0.01%0.0%
Q1 2023$16,942
+3.3%
890.0%0.01%
-10.0%
Q4 2022$16,404
-8.9%
89
-16.0%
0.01%
-9.1%
Q3 2022$18,000
-5.3%
1060.0%0.01%0.0%
Q2 2022$19,000
-17.4%
1060.0%0.01%0.0%
Q1 2022$23,000
+21.1%
106
+24.7%
0.01%
+37.5%
Q4 2021$19,000
+850.0%
85
+750.0%
0.01%
+700.0%
Q3 2021$2,0000.0%100.0%0.00%0.0%
Q2 2021$2,000100.00%
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