VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,621 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.31 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $834,366 | -7.1% | 4,413 | -2.3% | 0.16% | -3.6% |
| Q2 2023 | $898,187 | +22.8% | 4,516 | +17.0% | 0.17% | +15.2% |
| Q1 2023 | $731,512 | +18.2% | 3,859 | +14.5% | 0.14% | +8.2% |
| Q4 2022 | $618,713 | +10.3% | 3,371 | +2.7% | 0.13% | +4.7% |
| Q3 2022 | $561,000 | -0.9% | 3,283 | +2.1% | 0.13% | +4.9% |
| Q2 2022 | $566,000 | -16.1% | 3,216 | +1.3% | 0.12% | -1.6% |
| Q1 2022 | $675,000 | +4.3% | 3,176 | +11.0% | 0.12% | +15.9% |
| Q4 2021 | $647,000 | -1.1% | 2,861 | -4.3% | 0.11% | -13.0% |
| Q3 2021 | $654,000 | -0.2% | 2,989 | +2.8% | 0.12% | -0.8% |
| Q2 2021 | $655,000 | +4.5% | 2,909 | -0.7% | 0.12% | -6.1% |
| Q1 2021 | $627,000 | +9.2% | 2,929 | -0.6% | 0.13% | -7.0% |
| Q4 2020 | $574,000 | +24.0% | 2,948 | -2.0% | 0.14% | +2.9% |
| Q3 2020 | $463,000 | +5.5% | 3,009 | -0.2% | 0.14% | -9.2% |
| Q2 2020 | $439,000 | +20.3% | 3,014 | -4.7% | 0.15% | 0.0% |
| Q1 2020 | $365,000 | -7.1% | 3,164 | +33.4% | 0.15% | +29.9% |
| Q4 2019 | $393,000 | +12.3% | 2,372 | +4.4% | 0.12% | +1.7% |
| Q3 2019 | $350,000 | -85.3% | 2,272 | -85.1% | 0.12% | -84.8% |
| Q2 2019 | $2,382,000 | +4.6% | 15,203 | +2.0% | 0.76% | +1.1% |
| Q1 2019 | $2,278,000 | +18.9% | 14,908 | +2.7% | 0.75% | +3.0% |
| Q4 2018 | $1,916,000 | -18.1% | 14,516 | +0.9% | 0.72% | -6.2% |
| Q3 2018 | $2,340,000 | – | 14,392 | – | 0.77% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Trinity Financial Advisors LLC | 221,702 | $47,432,000 | 33.22% |
| Aufman Associates Inc | 143,772 | $32,389,000 | 24.98% |
| Chandler Asset Management, Inc. | 287,915 | $64,861,000 | 16.94% |
| Emerson Wealth, LLC | 109,699 | $24,713,000 | 13.62% |
| BLUESTEM FINANCIAL ADVISORS, LLC | 88,273 | $19,886,000 | 13.40% |
| McCarthy Grittinger Financial Group, LLC | 136,444 | $30,738,172 | 13.37% |
| MBE Wealth Management, LLC | 112,879 | $25,429,000 | 13.17% |
| BCK Partners, Inc. | 85,967 | $19,367,000 | 12.81% |
| Axiom Financial Strategies, LLC | 105,847 | $23,845,000 | 11.00% |
| Ellenbecker Investment Group | 142,982 | $32,211,000 | 10.57% |