Wolff Financial Management LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,373 filers reported holding VANGUARD INDEX FDS in Q2 2021. The put-call ratio across all filers is 0.35 and the average weighting 0.9%.

Quarter-by-quarter ownership
Wolff Financial Management LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$19,432
+9.7%
102,774
+9.9%
6.63%
+7.4%
Q1 2023$17,721
+9.0%
93,483
+5.5%
6.17%
+2.6%
Q4 2022$16,265
-99.8%
88,619
+55.9%
6.02%
+35.7%
Q3 2022$9,715,000
+1.8%
56,846
+4.9%
4.44%
+4.4%
Q2 2022$9,547,000
-15.0%
54,213
+2.6%
4.25%
-4.8%
Q1 2022$11,229,000
-4.4%
52,836
+1.6%
4.46%
+0.3%
Q4 2021$11,749,000
+30.3%
51,985
+23.5%
4.45%
+7.6%
Q1 2021$9,014,000
+22.3%
42,107
+11.2%
4.13%
+6.9%
Q4 2020$7,373,000
+31.5%
37,873
+3.9%
3.86%
+16.2%
Q3 2020$5,607,000
+3.9%
36,459
-1.6%
3.33%
-3.1%
Q2 2020$5,398,000
+30.2%
37,043
+3.1%
3.43%
+9.6%
Q1 2020$4,147,000
-27.6%
35,923
+3.9%
3.13%
-17.5%
Q4 2019$5,725,000
+11.8%
34,561
+3.8%
3.80%
+1.6%
Q3 2019$5,123,000
+1.0%
33,287
+2.9%
3.74%
-4.2%
Q2 2019$5,070,000
+19.7%
32,362
+16.8%
3.90%
+11.0%
Q1 2019$4,235,000
+39.5%
27,716
+20.5%
3.51%
+19.0%
Q4 2018$3,035,00022,9932.95%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2021
NameSharesValueWeighting ↓
Aufman Associates Inc 161,884$23,590,00026.77%
Chandler Asset Management, Inc. 294,740$42,950,00018.69%
Water Oak Advisors LLC 124,171$18,094,00018.46%
McCarthy Grittinger Financial Group, LLC 163,716$23,856,69614.15%
Acorns Advisers, LLC 2,390,400$348,329,00013.45%
BLUESTEM FINANCIAL ADVISORS, LLC 98,732$14,387,00013.16%
Emerson Wealth, LLC 119,166$17,365,00012.28%
Unified Trust Company, N.A. 101,312$14,763,00011.11%
Heartwood Wealth Advisors LLC 367,893$53,609,00010.61%
VISTA CAPITAL PARTNERS, INC. 363,565$52,979,00010.32%
View complete list of VANGUARD INDEX FDS shareholders