AJ WEALTH STRATEGIES, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,271 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 0.70 and the average weighting 0.9%.

Quarter-by-quarter ownership
AJ WEALTH STRATEGIES, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2023$15,357,019
+4.7%
77,214
-0.2%
0.74%
-2.9%
Q1 2023$14,662,702
+97049.0%
77,351
-5.9%
0.76%
-3.7%
Q4 2022$15,093
-99.9%
82,233
+29.3%
0.79%
+25.3%
Q3 2022$10,870,000
+1.4%
63,601
+4.5%
0.63%
+12.0%
Q2 2022$10,722,000
-31.0%
60,883
-16.7%
0.56%
-26.2%
Q1 2022$15,533,000
+222.2%
73,088
+242.7%
0.77%
+234.5%
Q4 2021$4,821,000
+3.4%
21,330
+0.0%
0.23%
-9.1%
Q3 2021$4,663,000
-2.9%
21,324
+0.0%
0.25%
-12.2%
Q2 2021$4,803,000
+5.2%
21,321
+0.0%
0.29%
-11.4%
Q1 2021$4,564,000
+8.2%
21,318
-1.7%
0.32%
-11.7%
Q4 2020$4,220,000
+26.6%
21,676
-0.0%
0.37%
+7.9%
Q3 2020$3,334,000
+10.9%
21,678
+5.1%
0.34%
+2.1%
Q2 2020$3,005,000
+863.1%
20,620
+662.0%
0.33%
+692.9%
Q1 2020$312,000
-96.6%
2,706
-95.1%
0.04%
-96.0%
Q4 2019$9,073,000
-0.2%
54,777
-7.3%
1.06%
-11.6%
Q3 2019$9,092,000
+0.8%
59,080
+2.6%
1.20%
-9.8%
Q2 2019$9,019,000
-2.5%
57,571
-4.9%
1.33%
-13.1%
Q1 2019$9,254,000
+22.5%
60,563
+5.8%
1.53%
+5.0%
Q4 2018$7,555,000
+122.7%
57,236
+174.2%
1.46%
+132.0%
Q3 2018$3,393,000
+6.8%
20,872
+2.2%
0.63%
-4.1%
Q2 2018$3,178,000
+2.0%
20,415
-3.8%
0.66%
-12.0%
Q1 2018$3,116,000
+4.8%
21,211
+5.5%
0.74%
+0.4%
Q4 2017$2,972,000
+5.5%
20,111
+0.9%
0.74%
-19.0%
Q3 2017$2,816,000
+7.8%
19,928
+3.4%
0.92%
-7.7%
Q2 2017$2,613,000
+14.0%
19,280
+12.1%
0.99%
-0.7%
Q1 2017$2,293,000
+4.6%
17,205
+1.2%
1.00%
-11.8%
Q4 2016$2,193,00017,0041.13%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Centered Wealth LLC dba Miller Equity Capital Advisors 270,794$53,858,11927.31%
Aufman Associates Inc 147,943$29,424,40424.27%
Investments & Financial Planning, LLC 107,417$21,364,11418.50%
MBE Wealth Management, LLC 148,264$29,488,32515.85%
Whelan Financial 125,604$24,981,37513.06%
Family Investment Center, Inc. 99,242$19,738,14812.63%
BLUESTEM FINANCIAL ADVISORS, LLC 103,586$20,602,25812.46%
McCarthy Grittinger Financial Group, LLC 158,607$31,545,34212.20%
BCK Partners, Inc. 96,331$19,159,17311.98%
Brown Financial Advisory 71,177$14,156,48111.55%
View complete list of VANGUARD INDEX FDS shareholders