Paradigm Financial Partners, 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
Paradigm Financial Partners, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$373,097
-11.9%
2,037
-4.3%
0.10%
-10.4%
Q2 2023$423,437
-26.2%
2,129
-29.6%
0.12%
-25.8%
Q1 2023$573,419
+4.6%
3,025
+3.4%
0.16%
-3.1%
Q4 2022$548,204
+10.5%
2,925
+6.4%
0.16%
+3.9%
Q3 2022$496,000
-18.6%
2,749
-17.8%
0.15%
-15.8%
Q2 2022$609,000
-20.0%
3,343
-8.7%
0.18%
+8.3%
Q1 2022$761,000
-5.6%
3,662
+2.7%
0.17%0.0%
Q4 2021$806,000
-2.2%
3,565
-3.3%
0.17%
-13.8%
Q3 2021$824,000
-1.0%
3,687
-0.2%
0.20%
-5.3%
Q2 2021$832,000
+26.1%
3,693
+19.8%
0.21%
+16.3%
Q1 2021$660,000
-14.7%
3,082
-18.8%
0.18%
-20.5%
Q4 2020$774,000
+61.2%
3,795
+21.7%
0.22%
+31.8%
Q3 2020$480,000
+3.9%
3,119
-0.6%
0.17%
-7.1%
Q2 2020$462,000
+5.0%
3,137
-13.6%
0.18%
-19.0%
Q1 2020$440,000
-67.7%
3,629
-55.9%
0.23%
-57.3%
Q4 2019$1,362,000
+8.4%
8,223
-1.8%
0.53%
-8.2%
Q3 2019$1,257,000
-38.2%
8,376
-35.4%
0.58%
-36.4%
Q2 2019$2,033,000
+3.2%
12,974
+0.6%
0.91%
-1.5%
Q1 2019$1,970,000
+26.0%
12,894
+8.8%
0.92%
-3.1%
Q4 2018$1,564,00011,8510.95%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2021
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