Cresset Asset Management, 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
Cresset Asset Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$6,415,058
-18.7%
33,930
-14.5%
0.02%
+150.0%
Q2 2023$7,890,507
+25.9%
39,673
+20.0%
0.01%
-92.0%
Q1 2023$6,267,262
-85.8%
33,061
-86.4%
0.12%
-77.6%
Q4 2022$44,193,211
+6.7%
242,576
+0.1%
0.56%
+6.7%
Q3 2022$41,412,000
-1.1%
242,303
+0.7%
0.52%
+1.9%
Q2 2022$41,865,000
-17.6%
240,603
+0.6%
0.51%
-2.7%
Q1 2022$50,806,000
-3.1%
239,068
+3.1%
0.53%
+4.3%
Q4 2021$52,418,000
+7.5%
231,923
+4.0%
0.51%
-22.9%
Q3 2021$48,761,000
-2.1%
222,989
+0.9%
0.66%
-7.1%
Q2 2021$49,803,000
+10.5%
221,072
+5.0%
0.71%
-1.0%
Q1 2021$45,053,000
+11.3%
210,452
+1.2%
0.71%
+8.5%
Q4 2020$40,487,000
+57.9%
207,965
+24.8%
0.66%
+37.2%
Q3 2020$25,633,000
+7.0%
166,668
+1.4%
0.48%
-8.9%
Q2 2020$23,962,000
-2.8%
164,438
-23.0%
0.53%
-29.8%
Q1 2020$24,641,000
+91.3%
213,451
+174.5%
0.75%
+114.6%
Q4 2019$12,878,000
+21.6%
77,748
+12.9%
0.35%
+7.7%
Q3 2019$10,593,000
+36.9%
68,837
+39.8%
0.32%
+34.4%
Q2 2019$7,738,000
+3.4%
49,244
+0.9%
0.24%
-16.9%
Q1 2019$7,484,000
+98.5%
48,826
+70.9%
0.29%
+29.5%
Q4 2018$3,771,00028,5720.22%
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