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 ↓
Chandler Asset Management, Inc. 202,014$29,858,00026.30%
MOLLER WEALTH PARTNERS 256,159$37,860,00014.41%
Water Oak Advisors LLC 128,923$19,055,00014.10%
ACORNS SECURITIES, LLC 625,796$92,493,00014.02%
FIDUCIENT ADVISORS LLC 132,646$19,605,00012.48%
VISTA CAPITAL PARTNERS, INC. 350,718$51,836,00011.74%
Millburn Ridgefield Corp 1,474,968$218,000,00011.45%
Annex Advisory Services, LLC 304,378$44,987,0008.50%
Cranberry Lake Advisors LLC 87,761$12,971,0008.30%
Catalyst Capital Advisors LLC 1,473,210$217,740,0008.06%
View complete list of VANGUARD INDEX FDS shareholders