LAKE STREET PRIVATE WEALTH, LLC - VANGUARD INDEX FDS ownership

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
LAKE STREET PRIVATE WEALTH, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$201,395
-4.6%
1,062
+0.1%
0.04%
-2.7%
Q2 2023$211,019
+4.0%
1,061
-0.9%
0.04%
-2.6%
Q1 2023$202,931
-1.9%
1,071
-5.0%
0.04%
-11.6%
Q4 2022$206,892
-37.3%
1,127
-41.6%
0.04%
-43.4%
Q3 2022$330,000
-11.3%
1,931
-8.7%
0.08%
-2.6%
Q2 2022$372,000
-15.3%
2,114
+2.3%
0.08%
-1.3%
Q1 2022$439,000
-6.0%
2,0660.0%0.08%
-3.7%
Q4 2021$467,000
+21.0%
2,066
+17.2%
0.08%
-12.8%
Q3 2021$386,000
+13.9%
1,763
+18.0%
0.09%
+9.3%
Q2 2021$339,000
+2.7%
1,494
-3.1%
0.09%
-5.5%
Q1 2021$330,000
+10.7%
1,542
+0.6%
0.09%
+5.8%
Q4 2020$298,0001,5330.09%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2023
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