Evolution Wealth Advisors, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,373 filers reported holding VANGUARD INDEX FDS in Q2 2021. The put-call ratio across all filers is 0.35 and the average weighting 0.9%.

Quarter-by-quarter ownership
Evolution Wealth Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$8,041,714
-4.7%
42,533
+0.2%
1.80%
-3.7%
Q2 2023$8,442,682
+4.6%
42,449
-0.3%
1.86%
-3.7%
Q1 2023$8,068,432
+3.1%
42,564
-0.2%
1.94%
-1.8%
Q4 2022$7,829,449
+7.7%
42,658
+0.3%
1.97%
-1.0%
Q3 2022$7,270,000
-24.0%
42,538
-21.7%
1.99%
-17.7%
Q2 2022$9,568,000
-17.0%
54,317
+0.1%
2.42%
+2.2%
Q1 2022$11,534,000
-59.1%
54,252
-56.5%
2.37%
-44.3%
Q4 2021$28,180,000
+16.0%
124,686
+12.3%
4.26%
-18.2%
Q3 2021$24,284,000
-24.1%
111,052
-21.8%
5.20%
-20.0%
Q2 2021$31,997,000
+3.5%
142,031
-1.6%
6.50%
-5.7%
Q1 2021$30,902,000
+14.7%
144,346
+4.3%
6.90%
+13.5%
Q4 2020$26,952,000
+132.0%
138,444
+83.3%
6.08%
+91.4%
Q3 2020$11,618,00075,5393.18%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2021
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