Total Wealth Planning, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,619 filers reported holding VANGUARD INDEX FDS in Q4 2022. The put-call ratio across all filers is 0.16 and the average weighting 0.9%.

Quarter-by-quarter ownership
Total Wealth Planning, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$446,039
-12.6%
2,359
-8.1%
0.09%
-14.2%
Q2 2023$510,593
+4.7%
2,567
-0.2%
0.11%
-1.9%
Q1 2023$487,584
+3.9%
2,572
+0.6%
0.11%
-6.9%
Q4 2022$469,299
+7.6%
2,557
+0.3%
0.12%
-6.5%
Q3 2022$436,000
-34.1%
2,549
-32.2%
0.12%
-35.4%
Q2 2022$662,000
-9.2%
3,757
+9.5%
0.19%
-2.5%
Q1 2022$729,0003,4320.20%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2022
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