WealthOne, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,383 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.16 and the average weighting 0.9%.

Quarter-by-quarter ownership
WealthOne, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$5,580,874
-6.7%
29,518
-1.8%
2.25%
+2.7%
Q2 2023$5,978,845
+3.8%
30,061
-1.1%
2.19%
-2.4%
Q1 2023$5,760,468
+2.9%
30,389
-0.4%
2.25%
-1.0%
Q4 2022$5,600,138
+2.5%
30,512
-4.6%
2.27%
-3.7%
Q3 2022$5,465,000
-16.1%
31,976
-13.6%
2.36%
-11.5%
Q2 2022$6,515,000
-18.3%
36,994
-1.4%
2.66%
-5.1%
Q1 2022$7,974,000
-7.6%
37,522
-1.7%
2.81%
-5.7%
Q4 2021$8,626,000
-7.3%
38,166
-10.3%
2.98%
-14.6%
Q3 2021$9,304,000
-2.9%
42,549
+0.1%
3.49%
-6.8%
Q2 2021$9,577,000
+5.3%
42,509
+0.0%
3.74%
-4.2%
Q1 2021$9,096,000
+9.5%
42,488
-0.4%
3.91%
-2.4%
Q4 2020$8,304,000
+21.4%
42,652
-4.1%
4.01%
+4.0%
Q3 2020$6,841,000
+7.2%
44,483
+1.6%
3.85%
-1.6%
Q2 2020$6,380,000
+18.4%
43,786
-6.2%
3.92%
-5.2%
Q1 2020$5,390,000
-39.2%
46,692
-12.7%
4.13%
-25.2%
Q4 2019$8,864,000
+6.6%
53,515
-1.0%
5.52%
-7.3%
Q3 2019$8,319,000
+4.4%
54,060
+6.3%
5.95%
+5.6%
Q2 2019$7,970,000
+9.2%
50,873
+6.5%
5.64%
-31.6%
Q1 2019$7,297,000
+27.7%
47,752
+10.3%
8.24%
+64.7%
Q4 2018$5,713,00043,2875.00%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 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