VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 46 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $817,274 | +34.7% | 4,323 | +41.7% | 0.07% | +32.7% |
| Q2 2023 | $606,735 | -19.2% | 3,051 | -23.0% | 0.05% | -25.7% |
| Q1 2023 | $751,330 | -30.2% | 3,964 | -32.4% | 0.07% | -36.4% |
| Q4 2022 | $1,076,045 | -38.2% | 5,862 | -41.4% | 0.11% | +10.0% |
| Q3 2022 | $1,742,000 | +46.6% | 9,998 | +49.6% | 0.10% | +47.1% |
| Q2 2022 | $1,188,000 | -11.3% | 6,685 | +6.1% | 0.07% | +4.6% |
| Q1 2022 | $1,340,000 | +37.6% | 6,302 | +45.9% | 0.06% | -32.3% |
| Q4 2021 | $974,000 | +94.0% | 4,318 | +94.5% | 0.10% | +84.6% |
| Q2 2021 | $502,000 | +117.3% | 2,220 | +47.7% | 0.05% | +36.8% |
| Q3 2020 | $231,000 | +6.0% | 1,503 | +14.2% | 0.04% | +15.2% |
| Q4 2019 | $218,000 | +5.3% | 1,316 | -2.4% | 0.03% | -23.3% |
| Q3 2019 | $207,000 | -5.0% | 1,348 | -2.4% | 0.04% | +48.3% |
| Q2 2019 | $218,000 | – | 1,381 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Aufman Associates Inc | 161,884 | $23,590,000 | 26.77% |
| Chandler Asset Management, Inc. | 294,740 | $42,950,000 | 18.69% |
| Water Oak Advisors LLC | 124,171 | $18,094,000 | 18.46% |
| McCarthy Grittinger Financial Group, LLC | 163,716 | $23,856,696 | 14.15% |
| Acorns Advisers, LLC | 2,390,400 | $348,329,000 | 13.45% |
| BLUESTEM FINANCIAL ADVISORS, LLC | 98,732 | $14,387,000 | 13.16% |
| Emerson Wealth, LLC | 119,166 | $17,365,000 | 12.28% |
| Unified Trust Company, N.A. | 101,312 | $14,763,000 | 11.11% |
| Heartwood Wealth Advisors LLC | 367,893 | $53,609,000 | 10.61% |
| VISTA CAPITAL PARTNERS, INC. | 363,565 | $52,979,000 | 10.32% |