Selective Wealth Management, Inc. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 46 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.0%.

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 Q4 2023
NameSharesValueWeighting ↓
Centered Wealth LLC dba Miller Equity Capital Advisors 258,800$49,058,03327.42%
Aufman Associates Inc 148,061$28,066,35423.89%
Investments & Financial Planning, LLC 103,364$19,593,70617.98%
MBE Wealth Management, LLC 140,161$26,568,89515.64%
Whelan Financial 122,311$23,185,25912.86%
Brown Financial Advisory 67,451$12,786,09512.31%
BLUESTEM FINANCIAL ADVISORS, LLC 103,905$19,696,30312.13%
Family Investment Center, Inc. 92,753$17,582,31212.08%
McCarthy Grittinger Financial Group, LLC 157,695$29,892,59111.85%
Chandler Asset Management, Inc. 262,837$49,823,32511.83%
View complete list of VANGUARD INDEX FDS shareholders