Outlook Wealth Advisors, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,567 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 0.86 and the average weighting 0.9%.

Quarter-by-quarter ownership
Outlook Wealth Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
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 Q1 2022
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