Evergreen Advisors, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,271 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 0.70 and the average weighting 0.9%.

Quarter-by-quarter ownership
Evergreen Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2021$342,000
-2.3%
1,563
-4.5%
0.12%
-19.7%
Q2 2021$350,0000.0%1,6360.0%0.15%
+13.4%
Q1 2021$350,000
+10.1%
1,636
+0.2%
0.13%
+2.3%
Q4 2020$318,000
+34.7%
1,633
+6.7%
0.13%
+21.3%
Q3 2020$236,000
+5.8%
1,531
+0.1%
0.11%0.0%
Q2 2020$223,000
-27.4%
1,529
-17.6%
0.11%
-37.9%
Q4 2019$307,000
+8.1%
1,855
+0.5%
0.17%0.0%
Q3 2019$284,000
-1.0%
1,845
+0.6%
0.17%
-3.3%
Q2 2019$287,000
-1.7%
1,834
-3.9%
0.18%
-26.8%
Q1 2019$292,000
+15.9%
1,9080.0%0.25%
-1.6%
Q4 2018$252,0001,9080.25%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Trinity Financial Advisors LLC 214,530$45,776,00030.62%
Aufman Associates Inc 142,058$31,064,00025.55%
Chandler Asset Management, Inc. 284,345$62,178,00016.28%
MBE Wealth Management, LLC 122,106$26,701,00013.60%
Emerson Wealth, LLC 109,619$23,970,00013.36%
BLUESTEM FINANCIAL ADVISORS, LLC 90,893$19,876,00012.99%
McCarthy Grittinger Financial Group, LLC 151,364$33,098,74212.73%
BCK Partners, Inc. 88,920$19,444,00012.35%
Ellenbecker Investment Group 155,596$34,024,00010.64%
Whelan Financial 51,149$11,185,00010.22%
View complete list of VANGUARD INDEX FDS shareholders