Wambolt & Associates, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,396 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.16 and the average weighting 0.9%.

Quarter-by-quarter ownership
Wambolt & Associates, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$6,440,084
+20.2%
29,772
+25.9%
1.87%
+16.7%
Q1 2024$5,359,680
+150.2%
23,649
+135.5%
1.60%
+129.0%
Q4 2023$2,141,828
+934.7%
10,040
+864.5%
0.70%
+845.9%
Q2 2023$206,993
-16.7%
1,041
-20.7%
0.07%
-15.9%
Q1 2023$248,630
+2.7%
1,312
-0.6%
0.09%
-5.4%
Q4 2022$242,203
+5.8%
1,320
-1.7%
0.09%
-4.1%
Q3 2022$229,000
-8.0%
1,343
-5.0%
0.10%
-3.0%
Q2 2022$249,000
-20.4%
1,414
-3.1%
0.10%
-12.3%
Q1 2022$313,000
-9.3%
1,459
-4.5%
0.11%
-8.8%
Q4 2021$345,000
-0.6%
1,528
-2.3%
0.12%
-10.1%
Q3 2021$347,000
-3.9%
1,564
-1.7%
0.14%
-9.2%
Q2 2021$361,000
+8.1%
1,591
+3.4%
0.15%
-12.1%
Q1 2021$334,000
+11.7%
1,538
+0.1%
0.17%
-2.8%
Q4 2020$299,000
+14.6%
1,537
-9.5%
0.18%
-8.2%
Q3 2020$261,000
-14.1%
1,699
-18.5%
0.20%
-18.4%
Q2 2020$304,000
+23.6%
2,084
-2.1%
0.24%
-5.9%
Q1 2020$246,000
-36.4%
2,128
-8.9%
0.25%
-13.9%
Q4 2019$387,000
+6.9%
2,335
-0.8%
0.30%
-1.3%
Q3 2019$362,000
-6.0%
2,353
-4.2%
0.30%
-8.3%
Q2 2019$385,000
+1.0%
2,4560.0%0.33%
-5.8%
Q1 2019$381,000
+4.7%
2,456
-10.9%
0.35%
-13.9%
Q4 2018$364,0002,7550.40%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2021
NameSharesValueWeighting ↓
VISTA CAPITAL PARTNERS, INC. 366,577$40,870,00012.56%
Water Oak Advisors LLC 99,758$11,122,0009.96%
Fiduciary Wealth Partners, LLC 70,335$7,842,0008.24%
Advisory Alpha, LLC 117,725$13,118,0007.00%
INR ADVISORY SERVICES LLC 291,976$32,552,0006.04%
MOLLER WEALTH PARTNERS 90,672$10,109,0005.93%
Stonehearth Capital Management, LLC 59,776$6,664,0005.82%
US FINANCIAL ADVISORS, LLC 28,033$3,125,0005.44%
Ruggie Capital Group 45,572$5,081,0005.15%
Cranberry Lake Advisors LLC 70,000$7,804,0005.03%
View complete list of VANGUARD INDEX FDS shareholders