Global Retirement Partners, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 688 filers reported holding VANGUARD INDEX FDS in Q3 2017. The put-call ratio across all filers is 0.25 and the average weighting 0.8%.

Quarter-by-quarter ownership
Global Retirement Partners, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$5,640,638
-8.0%
30,657
-0.5%
0.28%
-5.0%
Q2 2023$6,129,598
+0.4%
30,819
-7.1%
0.30%
-7.7%
Q1 2023$6,102,387
-28.3%
33,178
-28.4%
0.32%
-44.6%
Q4 2022$8,509,524
-10.2%
46,363
-8.1%
0.58%
-18.4%
Q3 2022$9,472,000
+1.7%
50,427
-4.6%
0.72%
-4.1%
Q2 2022$9,311,000
-6.8%
52,871
-2.2%
0.75%
-4.7%
Q1 2022$9,989,000
+10.4%
54,067
+30.7%
0.78%
-12.2%
Q3 2021$9,045,000
+1.9%
41,365
+4.9%
0.89%
-1.8%
Q2 2021$8,879,000
+20.4%
39,415
+14.4%
0.91%
+5.4%
Q1 2021$7,374,000
+31.7%
34,446
+19.8%
0.86%
+23.1%
Q4 2020$5,597,000
+27.6%
28,747
+0.8%
0.70%
+9.2%
Q3 2020$4,388,000
+26.3%
28,532
+19.7%
0.64%
+15.9%
Q2 2020$3,474,000
+49.7%
23,840
+18.6%
0.55%
+26.2%
Q1 2020$2,320,000
-33.0%
20,099
-3.9%
0.44%
-17.2%
Q4 2019$3,463,000
+9.4%
20,905
+1.6%
0.53%
+1.9%
Q3 2019$3,166,000
-1.1%
20,570
+0.7%
0.52%
-15.2%
Q2 2019$3,200,000
+5.0%
20,429
+2.4%
0.61%
-16.8%
Q1 2019$3,047,000
+15.0%
19,942
-0.6%
0.74%
+8.9%
Q4 2018$2,649,000
-19.1%
20,070
-0.4%
0.68%
-8.6%
Q3 2018$3,276,000
+1.6%
20,149
-2.7%
0.74%
-9.1%
Q2 2018$3,224,000
+29.1%
20,711
+21.8%
0.82%
+18.5%
Q1 2018$2,497,000
+6.1%
16,998
+6.8%
0.69%
+6.3%
Q4 2017$2,353,000
+15.3%
15,920
+10.3%
0.65%
-23.3%
Q3 2017$2,041,000
+36.1%
14,439
+30.5%
0.84%
+19.7%
Q2 2017$1,500,000
+27.9%
11,066
+25.8%
0.70%
+7.5%
Q1 2017$1,173,000
-43.7%
8,798
-45.6%
0.66%
-53.2%
Q4 2016$2,085,00016,1671.40%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2017
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