Selective Wealth Management, Inc. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,088 filers reported holding VANGUARD INDEX FDS in Q2 2020. The put-call ratio across all filers is 0.55 and the average weighting 0.8%.

Quarter-by-quarter ownership
Selective Wealth Management, Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q4 2023$428,322
-4.2%
2,075
-14.6%
0.22%
-12.2%
Q3 2023$447,096
-16.3%
2,430
-9.1%
0.25%
-7.9%
Q2 2023$534,347
+7.3%
2,672
+4.5%
0.27%
+1.5%
Q4 2022$498,068
+9.9%
2,558
-3.5%
0.26%
+35.6%
Q3 2022$453,000
-10.8%
2,650
-8.1%
0.19%
+7.2%
Q2 2022$508,000
+658.2%
2,883
+812.3%
0.18%
+654.2%
Q1 2022$67,000
+15.5%
316
+5.3%
0.02%
-35.1%
Q4 2020$58,000
+26.1%
3000.0%0.04%
+2.8%
Q3 2020$46,000
+4.5%
3000.0%0.04%0.0%
Q2 2020$44,0003000.04%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2020
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