Bay Harbor Wealth Management, 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
Bay Harbor Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$4,654,714
-6.6%
24,619
-1.8%
1.96%
-3.7%
Q2 2023$4,984,382
+2.9%
25,061
-1.9%
2.03%
-1.2%
Q1 2023$4,842,120
+96878.2%
25,544
-6.1%
2.06%
-8.1%
Q4 2022$4,993
-99.9%
27,206
-1.6%
2.24%
+0.6%
Q3 2022$4,723,000
-2.9%
27,636
+0.0%
2.22%
+1.3%
Q2 2022$4,866,000
-21.0%
27,631
-4.7%
2.20%
-11.8%
Q1 2022$6,163,000
+2.6%
28,999
+0.1%
2.49%
+3.0%
Q4 2021$6,009,000
-0.6%
28,984
+4.8%
2.42%
-5.2%
Q3 2021$6,045,000
-2.5%
27,645
+0.5%
2.55%
-3.4%
Q2 2021$6,197,000
+7.3%
27,507
+1.9%
2.64%
-0.3%
Q1 2021$5,777,000
+11.6%
26,984
+1.5%
2.65%
+12.8%
Q4 2020$5,177,000
+29.8%
26,591
+2.5%
2.35%
+18.3%
Q3 2020$3,989,000
+8.5%
25,939
+2.8%
1.99%
+1.3%
Q2 2020$3,675,000
+27.9%
25,221
+1.3%
1.96%
+12.4%
Q1 2020$2,873,000
-24.0%
24,889
+9.1%
1.74%
-14.6%
Q4 2019$3,780,000
+14.5%
22,820
+6.4%
2.04%
+3.4%
Q3 2019$3,301,000
+1.1%
21,452
+2.9%
1.97%
-2.6%
Q2 2019$3,266,000
+11.2%
20,850
+8.4%
2.02%
+1.1%
Q1 2019$2,938,000
+20.3%
19,228
+3.9%
2.00%
+3.0%
Q4 2018$2,443,00018,5091.94%
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