Advisor OS, LLC - 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
Advisor OS, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$4,288,956
-7.8%
22,684
-3.0%
0.64%
-15.5%
Q2 2023$4,652,366
+13.9%
23,391
+8.5%
0.76%
-22.4%
Q1 2023$4,085,762
+2.7%
21,553
-0.6%
0.98%
-7.2%
Q4 2022$3,979,134
-2.4%
21,680
-9.2%
1.06%
-14.0%
Q3 2022$4,078,000
-2.3%
23,864
+0.7%
1.23%
+0.9%
Q2 2022$4,174,000
-15.2%
23,700
+2.3%
1.22%
-14.5%
Q1 2022$4,922,000
-61.9%
23,161
-59.4%
1.42%
-45.9%
Q4 2021$12,908,000
+16.0%
57,106
+12.2%
2.63%
+8.8%
Q3 2021$11,125,000
-23.5%
50,874
-21.2%
2.42%
-19.8%
Q2 2021$14,538,000
-21.6%
64,531
-25.5%
3.02%
-28.3%
Q1 2021$18,554,000
+353.0%
86,674
+208.3%
4.21%
+72.2%
Q2 2020$4,096,00028,1092.44%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2021
NameSharesValueWeighting ↓
Centered Wealth LLC dba Miller Equity Capital Advisors 258,800$49,058,03327.42%
Aufman Associates Inc 148,061$28,066,35423.89%
Investments & Financial Planning, LLC 103,364$19,593,70617.98%
MBE Wealth Management, LLC 140,161$26,568,89515.64%
Whelan Financial 122,311$23,185,25912.86%
Brown Financial Advisory 67,451$12,786,09512.31%
BLUESTEM FINANCIAL ADVISORS, LLC 103,905$19,696,30312.13%
Family Investment Center, Inc. 92,753$17,582,31212.08%
McCarthy Grittinger Financial Group, LLC 157,695$29,892,59111.85%
Chandler Asset Management, Inc. 262,837$49,823,32511.83%
View complete list of VANGUARD INDEX FDS shareholders