Tolleson Wealth Management, Inc. - 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
Tolleson Wealth Management, Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$333
-4.9%
1,7610.0%0.08%
-4.8%
Q2 2023$350
+4.8%
1,7610.0%0.08%
-2.3%
Q1 2023$334
+3.4%
1,7610.0%0.09%
-1.1%
Q4 2022$323
-99.9%
1,7610.0%0.09%
-4.4%
Q3 2022$301,000
-15.0%
1,761
-12.4%
0.09%
-9.0%
Q2 2022$354,000
-17.1%
2,0110.0%0.10%
-21.3%
Q1 2022$427,000
+7.3%
2,011
+14.2%
0.13%
+18.7%
Q4 2021$398,000
+3.4%
1,7610.0%0.11%
-1.8%
Q3 2021$385,000
-3.0%
1,7610.0%0.11%
+1.9%
Q2 2021$397,000
+5.3%
1,7610.0%0.11%
-6.1%
Q1 2021$377,000
+9.9%
1,7610.0%0.11%0.0%
Q4 2020$343,000
+26.6%
1,7610.0%0.11%
+4.6%
Q3 2020$271,000
+5.4%
1,7610.0%0.11%
-2.7%
Q2 2020$257,000
+26.6%
1,7610.0%0.11%
+25.8%
Q1 2020$203,000
-30.5%
1,7610.0%0.09%
-36.9%
Q4 2019$292,000
+7.7%
1,7610.0%0.14%
-4.7%
Q3 2019$271,0001,7610.15%
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