MA Private Wealth - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,346 filers reported holding VANGUARD INDEX FDS in Q1 2021. The put-call ratio across all filers is 0.56 and the average weighting 1.0%.

Quarter-by-quarter ownership
MA Private Wealth ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$3,410,804
-62.0%
18,040
-60.0%
0.81%
-61.3%
Q2 2023$8,979,994
+5.1%
45,151
+0.1%
2.08%
+0.2%
Q1 2023$8,546,633
-12.9%
45,087
-15.7%
2.08%
-12.2%
Q4 2022$9,811,612
-14.6%
53,458
-16.7%
2.37%
-17.2%
Q3 2022$11,491,000
+1.3%
64,184
+0.6%
2.86%
+3.4%
Q2 2022$11,342,000
-23.1%
63,814
-8.1%
2.76%
+2.7%
Q1 2022$14,750,000
-21.6%
69,403
-16.6%
2.69%
-20.3%
Q4 2021$18,803,000
+11.1%
83,196
+7.5%
3.38%
+1.6%
Q3 2021$16,919,000
+48.5%
77,373
+53.0%
3.32%
+46.7%
Q2 2021$11,392,000
+8.0%
50,567
+2.6%
2.26%
+3.0%
Q1 2021$10,548,000
+15.5%
49,270
+5.0%
2.20%
+5.3%
Q4 2020$9,133,000
-40.5%
46,913
-53.0%
2.09%
-42.4%
Q3 2020$15,358,000
+6.0%
99,854
+0.5%
3.62%
+0.1%
Q2 2020$14,482,000
+4526.8%
99,382
+3565.9%
3.62%
+3835.9%
Q1 2020$313,000
-32.0%
2,711
-2.4%
0.09%
-34.8%
Q4 2019$460,000
-73.7%
2,779
-75.6%
0.14%
-71.3%
Q3 2019$1,750,000
-18.1%
11,372
-16.6%
0.49%
-21.0%
Q2 2019$2,136,000
+1.7%
13,637
-0.8%
0.62%
-6.6%
Q1 2019$2,101,000
+52.0%
13,749
+31.4%
0.67%
+27.3%
Q4 2018$1,382,00010,4670.52%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 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