Altium Wealth Management LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 782 filers reported holding VANGUARD INDEX FDS in Q4 2017. The put-call ratio across all filers is 0.14 and the average weighting 0.8%.

Quarter-by-quarter ownership
Altium Wealth Management LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2022$16,687,000
+13.4%
94,750
+36.9%
1.20%
+26.7%
Q1 2022$14,714,000
-1.1%
69,235
+5.2%
0.95%
-1.1%
Q4 2021$14,876,000
+5.0%
65,819
+1.6%
0.96%
-5.2%
Q3 2021$14,170,000
-2.5%
64,803
+0.4%
1.01%
-5.0%
Q2 2021$14,536,000
+5.7%
64,525
+0.4%
1.06%
-3.4%
Q1 2021$13,756,000
+9.4%
64,255
-0.5%
1.10%
-0.8%
Q4 2020$12,573,000
+24.7%
64,583
-1.5%
1.11%
+6.1%
Q3 2020$10,086,000
+5.5%
65,577
-0.0%
1.05%
-2.4%
Q2 2020$9,559,000
+39.0%
65,601
+10.2%
1.07%
+13.9%
Q1 2020$6,875,000
+131.5%
59,555
+232.2%
0.94%
+165.6%
Q4 2019$2,970,000
+8.3%
17,930
+0.6%
0.36%
-3.8%
Q3 2019$2,742,000
+0.5%
17,820
+2.3%
0.37%
-6.8%
Q2 2019$2,729,000
+2.4%
17,420
-0.1%
0.40%
-6.8%
Q1 2019$2,665,000
+9.7%
17,440
-5.2%
0.42%
-8.4%
Q4 2018$2,429,000
+179.5%
18,400
+244.4%
0.46%
+177.8%
Q3 2018$869,000
-24.1%
5,343
-27.3%
0.17%
-45.4%
Q2 2018$1,145,000
-22.4%
7,353
-26.8%
0.31%
-47.3%
Q1 2018$1,476,000
-1.1%
10,043
-0.5%
0.58%
-14.8%
Q4 2017$1,492,00010,0950.68%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2017
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