Advisor OS, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,383 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.16 and the average weighting 0.9%.

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 Q3 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