PRW Wealth Management LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,034 filers reported holding VANGUARD INDEX FDS in Q1 2020. The put-call ratio across all filers is 0.47 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 Q1 2020
NameSharesValueWeighting ↓
Aufman Associates Inc 161,884$23,590,00026.77%
Chandler Asset Management, Inc. 294,740$42,950,00018.69%
Water Oak Advisors LLC 124,171$18,094,00018.46%
McCarthy Grittinger Financial Group, LLC 163,716$23,856,69614.15%
Acorns Advisers, LLC 2,390,400$348,329,00013.45%
BLUESTEM FINANCIAL ADVISORS, LLC 98,732$14,387,00013.16%
Emerson Wealth, LLC 119,166$17,365,00012.28%
Unified Trust Company, N.A. 101,312$14,763,00011.11%
Heartwood Wealth Advisors LLC 367,893$53,609,00010.61%
VISTA CAPITAL PARTNERS, INC. 363,565$52,979,00010.32%
View complete list of VANGUARD INDEX FDS shareholders