Shorepoint Capital Partners LLC - VANGUARD INDEX FDS ownership

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
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 Q3 2023
NameSharesValueWeighting ↓
Trinity Financial Advisors LLC 221,702$47,432,00033.22%
Aufman Associates Inc 143,772$32,389,00024.98%
Chandler Asset Management, Inc. 287,915$64,861,00016.94%
Emerson Wealth, LLC 109,699$24,713,00013.62%
BLUESTEM FINANCIAL ADVISORS, LLC 88,273$19,886,00013.40%
McCarthy Grittinger Financial Group, LLC 136,444$30,738,17213.37%
MBE Wealth Management, LLC 112,879$25,429,00013.17%
BCK Partners, Inc. 85,967$19,367,00012.81%
Axiom Financial Strategies, LLC 105,847$23,845,00011.00%
Ellenbecker Investment Group 142,982$32,211,00010.57%
View complete list of VANGUARD INDEX FDS shareholders