CARY STREET PARTNERS INVESTMENT ADVISORY LLC - 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
CARY STREET PARTNERS INVESTMENT ADVISORY LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$3,956,294
+5.0%
20,925
+10.5%
0.21%
-12.0%
Q2 2023$3,767,222
+6.9%
18,941
+1.9%
0.24%
-4.3%
Q1 2023$3,524,575
+4.4%
18,593
+1.0%
0.25%
+1.6%
Q4 2022$3,377,294
+8.2%
18,401
+0.8%
0.25%
-3.1%
Q3 2022$3,121,000
-3.9%
18,263
-1.0%
0.26%
-6.5%
Q2 2022$3,248,000
+10.0%
18,440
+32.8%
0.28%
-66.1%
Q1 2022$2,952,000
+40.4%
13,889
+49.3%
0.81%
+39.1%
Q4 2021$2,102,000
+5.0%
9,300
+1.6%
0.58%
-11.1%
Q3 2021$2,001,000
-4.7%
9,150
-1.8%
0.66%
-3.4%
Q2 2021$2,100,000
+16.7%
9,322
+10.9%
0.68%
-8.4%
Q1 2021$1,799,000
+11.7%
8,405
+1.6%
0.74%
+139.0%
Q4 2020$1,611,000
+13.3%
8,276
-10.5%
0.31%
+3.0%
Q3 2020$1,422,000
+49.8%
9,245
+41.9%
0.30%
-77.6%
Q2 2020$949,000
+65.3%
6,513
+30.9%
1.35%
+0.5%
Q1 2020$574,000
-67.3%
4,974
-53.1%
1.34%
-30.4%
Q4 2019$1,756,000
+258.4%
10,603
+185.6%
1.92%
+304.2%
Q4 2018$490,0003,7130.48%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2019
NameSharesValueWeighting ↓
Aufman Associates Inc 161,884$23,590,00026.77%
Chandler Asset Management, Inc. 294,740$42,950,00018.69%
Water Oak Advisors LLC 124,171$18,094,00018.46%
McCarthy Grittinger Financial Group, LLC 163,716$23,856,69614.15%
Acorns Advisers, LLC 2,390,400$348,329,00013.45%
BLUESTEM FINANCIAL ADVISORS, LLC 98,732$14,387,00013.16%
Emerson Wealth, LLC 119,166$17,365,00012.28%
Unified Trust Company, N.A. 101,312$14,763,00011.11%
Heartwood Wealth Advisors LLC 367,893$53,609,00010.61%
VISTA CAPITAL PARTNERS, INC. 363,565$52,979,00010.32%
View complete list of VANGUARD INDEX FDS shareholders