Geneos Wealth Management Inc. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 956 filers reported holding VANGUARD INDEX FDS in Q1 2019. The put-call ratio across all filers is 0.33 and the average weighting 0.7%.

Quarter-by-quarter ownership
Geneos Wealth Management Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$871,363
-5.2%
4,609
-0.3%
0.04%
-6.2%
Q2 2023$919,034
+72.4%
4,621
+64.3%
0.05%
+50.0%
Q1 2023$533,222
+9.9%
2,813
+6.4%
0.03%
+10.3%
Q4 2022$485,282
+6.7%
2,644
-0.8%
0.03%
-6.5%
Q3 2022$455,000
-29.2%
2,665
-26.0%
0.03%
-3.1%
Q2 2022$643,000
-18.0%
3,602
-2.4%
0.03%
-5.9%
Q1 2022$784,000
+18.3%
3,690
+25.8%
0.03%
+36.0%
Q4 2021$663,000
-1.0%
2,933
-2.8%
0.02%
-3.8%
Q3 2021$670,000
-4.8%
3,019
-3.2%
0.03%
-3.7%
Q2 2021$704,000
-86.4%
3,118
-86.6%
0.03%
-81.2%
Q1 2021$5,158,000
+694.8%
23,185
-2.3%
0.14%
+453.8%
Q4 2020$649,000
+78.8%
23,738
+884.6%
0.03%
+36.8%
Q3 2020$363,000
-28.7%
2,411
-33.3%
0.02%
-32.1%
Q2 2020$509,000
+10.2%
3,617
-10.5%
0.03%
-9.7%
Q1 2020$462,000
-28.0%
4,043
+4.3%
0.03%
-8.8%
Q4 2019$642,000
+7.5%
3,875
-0.5%
0.03%
-5.6%
Q3 2019$597,000
+5.1%
3,894
+7.3%
0.04%
+2.9%
Q2 2019$568,000
+14.1%
3,628
+11.3%
0.04%
+6.1%
Q1 2019$498,000
+20.0%
3,260
+2.5%
0.03%
+6.5%
Q4 2018$415,000
-27.3%
3,179
-9.5%
0.03%
-18.4%
Q3 2018$571,000
+24.4%
3,512
+19.0%
0.04%
+5.6%
Q2 2018$459,000
+2.5%
2,951
-3.4%
0.04%
-7.7%
Q1 2018$448,000
+1.6%
3,055
+2.3%
0.04%0.0%
Q4 2017$441,000
+2.6%
2,986
-1.9%
0.04%
-9.3%
Q3 2017$430,000
+6.4%
3,043
+1.9%
0.04%
+4.9%
Q2 2017$404,000
+61.0%
2,987
+58.5%
0.04%
+57.7%
Q1 2017$251,000
+2.4%
1,885
-0.8%
0.03%
-18.8%
Q4 2016$245,0000.0%1,901
-5.4%
0.03%
-3.0%
Q3 2016$245,000
+60.1%
2,009
+51.4%
0.03%
+50.0%
Q2 2016$153,000
-20.7%
1,327
-23.3%
0.02%
-26.7%
Q1 2016$193,0001,7310.03%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2019
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