Valtinson Bruner Financial Planning LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,346 filers reported holding VANGUARD INDEX FDS in Q1 2021. The put-call ratio across all filers is 0.56 and the average weighting 1.0%.

Quarter-by-quarter ownership
Valtinson Bruner Financial Planning LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,805,808
+5.0%
9,551
+10.5%
0.99%
+6.6%
Q2 2023$1,719,404
+9.2%
8,645
+4.1%
0.93%
+3.1%
Q1 2023$1,574,675
-25.2%
8,307
-23.7%
0.90%
-26.2%
Q4 2022$2,106,028
+9.8%
10,894
-2.9%
1.22%
+2.9%
Q3 2022$1,918,000
-22.7%
11,222
-20.4%
1.18%
-21.7%
Q2 2022$2,482,000
+40.0%
14,092
+65.1%
1.51%
+49.0%
Q1 2022$1,773,000
-15.9%
8,535
-8.4%
1.02%
-12.0%
Q4 2021$2,107,000
-5.6%
9,322
-4.1%
1.15%
-5.8%
Q3 2021$2,232,000
+27.5%
9,724
+21.6%
1.22%
+22.5%
Q2 2021$1,751,000
+8.4%
7,996
+9.2%
1.00%
+5.0%
Q1 2021$1,616,000
+15.3%
7,321
+6.4%
0.95%
+8.3%
Q4 2020$1,402,000
+42.3%
6,880
+11.4%
0.88%
+27.4%
Q3 2020$985,000
+175.1%
6,174
+172.3%
0.69%
+171.7%
Q2 2020$358,000
+28.3%
2,267
+4.2%
0.25%
+12.9%
Q1 2020$279,000
-11.1%
2,175
+14.6%
0.22%0.0%
Q4 2019$314,0001,8980.22%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2021
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