Shorepoint Capital Partners LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,271 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 0.70 and the average weighting 0.9%.

Quarter-by-quarter ownership
Shorepoint Capital Partners LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$975,080
-11.1%
5,157
-6.5%
0.29%
-7.4%
Q2 2023$1,096,750
+4.8%
5,514
-0.1%
0.31%
+3.3%
Q1 2023$1,046,196
+14809.4%
5,519
-85.6%
0.30%
-84.7%
Q4 2022$7,017
-99.9%
38,230
-2.4%
1.95%
-39.0%
Q3 2022$6,697,000
-1.5%
39,186
+1.5%
3.20%
+11.2%
Q2 2022$6,800,000
-8.5%
38,613
+10.4%
2.87%
-7.4%
Q1 2022$7,433,000
+14.5%
34,975
+21.8%
3.10%
+17.9%
Q4 2021$6,489,000
+6.0%
28,711
+2.6%
2.63%
-4.3%
Q3 2021$6,122,000
+2.8%
27,995
+0.6%
2.75%
-13.6%
Q1 2021$5,955,000
+15.5%
27,817
+5.0%
3.18%
+11.4%
Q4 2020$5,158,000
+23.5%
26,493
-2.4%
2.86%
+10.3%
Q3 2020$4,175,000
+4.2%
27,145
-1.3%
2.59%
-0.8%
Q2 2020$4,008,000
+34.9%
27,503
+6.9%
2.61%
+9.7%
Q1 2020$2,971,00025,7332.38%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
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