GREAT VALLEY ADVISOR GROUP, INC. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,271 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 0.70 and the average weighting 0.9%.

Quarter-by-quarter ownership
GREAT VALLEY ADVISOR GROUP, INC. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$13,887,704
-10.5%
73,452
-5.9%
0.58%
-11.5%
Q2 2023$15,525,339
+6.3%
78,058
+1.3%
0.65%
-4.4%
Q1 2023$14,603,367
-0.7%
77,038
-3.8%
0.68%
-9.3%
Q4 2022$14,702,121
+12.1%
80,103
+4.4%
0.75%
+2.3%
Q3 2022$13,111,000
-6.7%
76,715
-3.9%
0.73%
-5.0%
Q2 2022$14,057,000
+21.4%
79,819
+49.1%
0.77%
+14.5%
Q1 2022$11,577,000
-3.9%
53,544
-0.4%
0.68%
-9.4%
Q4 2021$12,052,000
+5.1%
53,759
+2.5%
0.74%
-5.7%
Q3 2021$11,463,000
-7.8%
52,423
-6.2%
0.79%
-14.1%
Q2 2021$12,438,000
+175.5%
55,864
+164.9%
0.92%
+112.0%
Q1 2021$4,515,000
+67.3%
21,092
+52.2%
0.43%
+55.6%
Q4 2020$2,699,000
+55.6%
13,862
+22.8%
0.28%
+31.0%
Q3 2020$1,735,000
+4.1%
11,284
-1.6%
0.21%
-22.0%
Q2 2020$1,666,000
+47.3%
11,463
+16.9%
0.27%
-9.0%
Q1 2020$1,131,000
-34.1%
9,802
-5.4%
0.30%
-21.5%
Q4 2019$1,715,000
+8.1%
10,358
+0.4%
0.38%
-0.3%
Q3 2019$1,586,000
-1.7%
10,313
+0.1%
0.38%
-5.4%
Q2 2019$1,613,000
+620.1%
10,301
+601.2%
0.40%
+470.4%
Q1 2019$224,0001,4690.07%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Centered Wealth LLC dba Miller Equity Capital Advisors 270,794$53,858,11927.31%
Aufman Associates Inc 147,943$29,424,40424.27%
Investments & Financial Planning, LLC 107,417$21,364,11418.50%
MBE Wealth Management, LLC 148,264$29,488,32515.85%
Whelan Financial 125,604$24,981,37513.06%
Family Investment Center, Inc. 99,242$19,738,14812.63%
BLUESTEM FINANCIAL ADVISORS, LLC 103,586$20,602,25812.46%
McCarthy Grittinger Financial Group, LLC 158,607$31,545,34212.20%
BCK Partners, Inc. 96,331$19,159,17311.98%
Brown Financial Advisory 71,177$14,156,48111.55%
View complete list of VANGUARD INDEX FDS shareholders