Outlook Wealth Advisors, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,605 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 0.40 and the average weighting 0.9%.

Quarter-by-quarter ownership
Outlook Wealth Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$1,618,064
+184.5%
2,4880.0%0.50%
+186.9%
Q1 2024$568,732
-9.4%
2,488
-15.4%
0.18%
-20.0%
Q4 2023$627,617
+12.6%
2,942
-0.2%
0.22%
+3.3%
Q3 2023$557,567
-5.5%
2,949
-0.5%
0.21%
-4.5%
Q2 2023$589,709
-41.5%
2,965
-49.7%
0.22%
-50.7%
Q3 2022$1,008,000
-6.8%
5,897
-4.0%
0.45%
+2.3%
Q2 2022$1,081,000
-29.3%
6,140
-14.7%
0.44%
-13.7%
Q1 2022$1,530,000
-4.6%
7,200
+1.5%
0.51%
+8.7%
Q4 2021$1,604,000
+11.7%
7,097
+8.0%
0.47%
+0.2%
Q3 2021$1,436,000
-3.4%
6,569
-0.5%
0.47%
-1.1%
Q2 2021$1,487,000
+14.7%
6,599
+9.0%
0.48%
+5.6%
Q1 2021$1,296,000
+57.1%
6,053
+42.8%
0.45%
+50.0%
Q4 2020$825,000
+64.3%
4,238
+29.7%
0.30%
+50.0%
Q3 2020$502,000
+4.6%
3,267
-0.9%
0.20%
-1.5%
Q2 2020$480,000
+5.5%
3,296
-16.3%
0.20%
-21.0%
Q1 2020$455,000
-29.6%
3,938
+0.9%
0.26%
-29.4%
Q4 2019$646,000
+1.1%
3,902
-6.0%
0.36%
-4.5%
Q3 2019$639,000
-2.3%
4,151
-0.5%
0.38%
-11.6%
Q2 2019$654,000
+17.2%
4,173
+14.3%
0.43%
-6.3%
Q1 2019$558,0003,6510.46%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2021
NameSharesValueWeighting ↓
Centered Wealth LLC dba Miller Equity Capital Advisors 295,404$64,409,77926.79%
Aufman Associates Inc 149,181$32,527,41323.15%
Investments & Financial Planning, LLC 152,955$33,350,40822.39%
MBE Wealth Management, LLC 116,944$25,498,45115.44%
Brown Financial Advisory 78,310$17,074,64113.13%
Whelan Financial 131,262$28,620,35012.78%
Chandler Asset Management, Inc. 285,830$62,322,37312.63%
BLUESTEM FINANCIAL ADVISORS, LLC 113,418$24,729,60712.50%
McCarthy Grittinger Financial Group, LLC 165,515$36,091,88911.39%
BCK Partners, Inc. 100,048$21,814,53111.28%
View complete list of VANGUARD INDEX FDS shareholders