Personal Wealth Partners - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,100 filers reported holding VANGUARD INDEX FDS in Q3 2020. The put-call ratio across all filers is 0.64 and the average weighting 0.8%.

Quarter-by-quarter ownership
Personal Wealth Partners ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q1 2022$457,000
-6.0%
2,1490.0%0.20%
-1.0%
Q4 2021$486,000
-12.7%
2,149
-15.7%
0.20%
-14.5%
Q3 2021$557,000
-0.4%
2,549
+2.7%
0.24%
+4.0%
Q2 2021$559,000
+5.3%
2,4820.0%0.23%
-5.8%
Q1 2021$531,000
+9.9%
2,4820.0%0.24%
+6.2%
Q4 2020$483,000
+26.4%
2,4820.0%0.23%
+13.0%
Q3 2020$382,000
+5.5%
2,4820.0%0.20%
+1.0%
Q2 2020$362,000
+156.7%
2,482
+190.6%
0.20%
+224.6%
Q4 2019$141,000
+7.6%
8540.0%0.06%
+1.7%
Q3 2019$131,000
+47.2%
854
+50.6%
0.06%
+39.5%
Q2 2019$89,0005670.04%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2020
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