HOWARD WEALTH MANAGEMENT, 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
HOWARD WEALTH MANAGEMENT, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$6,049,672
-4.4%
31,997
+0.6%
5.58%
+1.7%
Q2 2023$6,325,100
+1.2%
31,802
-3.6%
5.48%
+5.2%
Q1 2023$6,251,310
+2.1%
32,978
-1.1%
5.21%
+3.8%
Q4 2022$6,120,141
+8.1%
33,345
+0.6%
5.02%
+25.2%
Q3 2022$5,663,000
+0.6%
33,138
+3.6%
4.01%
-32.8%
Q2 2022$5,630,000
-19.9%
31,973
-3.4%
5.96%
+55.7%
Q1 2022$7,032,000
-5.9%
33,089
+0.0%
3.83%
-2.9%
Q4 2021$7,475,000
+6.8%
33,078
+3.3%
3.94%
+0.8%
Q3 2021$7,001,000
-2.1%
32,018
+0.9%
3.91%
-0.5%
Q2 2021$7,150,000
+8.4%
31,739
+3.0%
3.93%
+2.0%
Q1 2021$6,597,000
+13.6%
30,816
+3.3%
3.86%
+6.5%
Q4 2020$5,805,000
+26.4%
29,819
-0.2%
3.62%
+10.5%
Q3 2020$4,593,000
-4.7%
29,869
-9.7%
3.28%
-16.8%
Q2 2020$4,820,000
+37.3%
33,079
+8.8%
3.94%
+6.7%
Q1 2020$3,510,000
-29.6%
30,411
+1.0%
3.69%
-11.4%
Q4 2019$4,989,00030,1224.17%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Centered Wealth LLC dba Miller Equity Capital Advisors 270,794$53,858,11927.31%
Aufman Associates Inc 147,943$29,424,40424.27%
Investments & Financial Planning, LLC 107,417$21,364,11418.50%
MBE Wealth Management, LLC 148,264$29,488,32515.85%
Whelan Financial 125,604$24,981,37513.06%
Family Investment Center, Inc. 99,242$19,738,14812.63%
BLUESTEM FINANCIAL ADVISORS, LLC 103,586$20,602,25812.46%
McCarthy Grittinger Financial Group, LLC 158,607$31,545,34212.20%
BCK Partners, Inc. 96,331$19,159,17311.98%
Brown Financial Advisory 71,177$14,156,48111.55%
View complete list of VANGUARD INDEX FDS shareholders