PRW Wealth Management LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 962 filers reported holding VANGUARD INDEX FDS in Q3 2019. The put-call ratio across all filers is 0.45 and the average weighting 0.7%.

Quarter-by-quarter ownership
PRW Wealth Management LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q1 2023$200,047
-2.4%
1,068
-8.3%
0.08%
-35.0%
Q2 2022$205,000
-80.3%
1,165
-81.4%
0.12%
-89.8%
Q4 2019$1,039,000
-3.3%
6,273
-10.2%
1.18%
-9.6%
Q3 2019$1,075,000
-14.7%
6,982
-13.2%
1.31%
-6.5%
Q2 2019$1,260,000
-50.7%
8,041
-52.0%
1.40%
-41.3%
Q1 2019$2,558,000
+19.9%
16,743
+3.5%
2.38%
-10.3%
Q4 2018$2,134,00016,1802.65%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2019
NameSharesValueWeighting ↓
Aufman Associates Inc 144,136$25,384,00024.13%
Investments & Financial Planning, LLC 89,095$15,691,00016.17%
Centered Wealth LLC dba Miller Equity Capital Advisors 106,534$18,762,00016.02%
MBE Wealth Management, LLC 126,873$22,344,00015.59%
Chandler Asset Management, Inc. 297,125$52,326,675,00014.79%
Scott Capital Advisors, LLC 112,455$19,804,00013.40%
Whelan Financial 106,846$18,817,00012.73%
Emerson Wealth, LLC 109,251$19,240,00012.60%
BLUESTEM FINANCIAL ADVISORS, LLC 97,848$17,232,00011.98%
BCK Partners, Inc. 93,787$16,517,00011.56%
View complete list of VANGUARD INDEX FDS shareholders