Emerson Wealth, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,621 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.31 and the average weighting 0.9%.

Quarter-by-quarter ownership
Emerson Wealth, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2022$19,240,000
-16.2%
109,251
+1.1%
12.60%
-0.9%
Q1 2022$22,961,000
-4.5%
108,041
+1.5%
12.71%
+1.4%
Q4 2021$24,051,000
+0.3%
106,416
-2.9%
12.53%
-6.2%
Q3 2021$23,970,000
-3.0%
109,619
-0.1%
13.36%
-1.8%
Q2 2021$24,713,000
+3.8%
109,699
-1.4%
13.62%
-3.8%
Q1 2021$23,811,000
+5.8%
111,225
-3.8%
14.16%
+6.4%
Q4 2020$22,511,000
+25.5%
115,629
-0.8%
13.30%
+10.0%
Q3 2020$17,934,000
+3.3%
116,603
-2.2%
12.09%
-1.5%
Q2 2020$17,365,000
+36.5%
119,166
+8.1%
12.28%
+8.6%
Q1 2020$12,726,000
+342.5%
110,239
+534.9%
11.30%
+483.2%
Q4 2019$2,876,000
+8.1%
17,362
+0.5%
1.94%
-1.2%
Q3 2019$2,660,000
-2.3%
17,282
-0.6%
1.96%
-2.1%
Q2 2019$2,724,000
+3.9%
17,387
+1.3%
2.00%
+0.1%
Q1 2019$2,623,000
+163.9%
17,168
+128.1%
2.00%
+108.8%
Q4 2018$994,0007,5280.96%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
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