Principle Wealth Partners LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,087 filers reported holding VANGUARD INDEX FDS in Q4 2019. The put-call ratio across all filers is 0.25 and the average weighting 0.7%.

Quarter-by-quarter ownership
Principle Wealth Partners LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$2,308,440
+8.7%
12,209
+14.3%
0.23%
+8.9%
Q2 2023$2,124,445
+26.8%
10,681
+20.8%
0.21%
+19.0%
Q1 2023$1,675,938
-34.3%
8,841
-36.4%
0.18%
-38.1%
Q4 2022$2,552,490
-3.9%
13,907
-10.5%
0.29%
+15.1%
Q3 2022$2,657,000
-10.7%
15,546
-8.0%
0.25%
-29.9%
Q2 2022$2,976,000
-50.8%
16,897
-40.7%
0.36%
-43.7%
Q1 2022$6,051,000
+9.1%
28,473
+16.0%
0.64%
+9.3%
Q4 2021$5,547,000
+36.4%
24,542
+32.0%
0.58%
+23.8%
Q3 2021$4,067,000
+29.2%
18,597
+33.1%
0.47%
+31.7%
Q2 2021$3,148,000
+28.7%
13,975
+22.3%
0.36%
+24.8%
Q1 2021$2,446,000
+72.1%
11,426
+56.6%
0.29%
+52.9%
Q4 2020$1,421,000
+109.6%
7,298
+56.7%
0.19%
-6.0%
Q2 2020$678,000
+27.9%
4,656
+1.3%
0.20%0.0%
Q1 2020$530,000
-92.3%
4,594
-89.0%
0.20%
-91.0%
Q4 2019$6,923,000
+11.9%
41,793
+4.0%
2.21%
+3.4%
Q3 2019$6,187,000
+6.9%
40,204
+8.8%
2.14%
-28.2%
Q2 2019$5,789,000
+26.9%
36,952
+23.8%
2.98%
+14.1%
Q1 2019$4,561,000
+22.0%
29,848
+5.4%
2.61%
-16.8%
Q4 2018$3,737,00028,3133.14%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2019
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