LIBERTY WEALTH MANAGEMENT LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,567 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 0.86 and the average weighting 0.9%.

Quarter-by-quarter ownership
LIBERTY WEALTH MANAGEMENT LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,732
-99.9%
9,160
-0.7%
0.43%
-4.9%
Q2 2023$1,834,635
+8.8%
9,227
+3.7%
0.45%
+30.2%
Q1 2023$1,686,566
-2.6%
8,897
-12.2%
0.35%
-24.7%
Q3 2022$1,732,000
-7.9%
10,134
-1.2%
0.46%
-39.4%
Q2 2022$1,880,000
-12.3%
10,253
+0.9%
0.76%
-1.4%
Q1 2022$2,144,000
-5.8%
10,165
+0.9%
0.77%
+681.8%
Q4 2021$2,276,000
+0.7%
10,077
-1.2%
0.10%
-87.7%
Q3 2021$2,260,000
+24.2%
10,198
+24.1%
0.81%
+14.0%
Q2 2021$1,819,000
-10.7%
8,217
-18.2%
0.71%
-28.9%
Q1 2021$2,038,0000.0%10,0510.0%1.00%
-0.2%
Q4 2020$2,038,000
+38.6%
10,051
+5.2%
1.00%
+15.0%
Q3 2020$1,470,000
+6.7%
9,558
+0.9%
0.87%
-10.6%
Q2 2020$1,378,000
+59.5%
9,474
+26.6%
0.97%
+28.5%
Q1 2020$864,000
-25.2%
7,485
+7.4%
0.76%
-17.0%
Q4 2019$1,155,000
+16.3%
6,972
+8.0%
0.91%
-3.2%
Q3 2019$993,000
+7.8%
6,454
+9.8%
0.94%
+16.3%
Q2 2019$921,000
+3.4%
5,878
+0.8%
0.81%
+20.4%
Q1 2019$891,000
+14.7%
5,834
-1.0%
0.67%
+15.9%
Q4 2018$777,0005,8910.58%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2022
NameSharesValueWeighting ↓
Centered Wealth LLC dba Miller Equity Capital Advisors 280,311$52,998,30627.45%
Aufman Associates Inc 148,212$28,022,42623.51%
Investments & Financial Planning, LLC 110,981$20,983,09618.71%
MBE Wealth Management, LLC 152,178$28,772,29716.52%
Whelan Financial 129,299$24,446,50012.89%
BLUESTEM FINANCIAL ADVISORS, LLC 106,656$20,165,42612.30%
McCarthy Grittinger Financial Group, LLC 162,338$30,693,29812.09%
Brown Financial Advisory 71,550$13,527,89711.99%
Chandler Asset Management, Inc. 256,945$48,580,58511.79%
BCK Partners, Inc. 98,548$18,632,52711.62%
View complete list of VANGUARD INDEX FDS shareholders