Tolleson Wealth Management, Inc. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,829 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is 0.12 and the average weighting 0.9%.

Quarter-by-quarter ownership
Tolleson Wealth Management, Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$385
-4.5%
1,7610.0%0.08%
-3.8%
Q1 2024$403
+7.2%
1,7610.0%0.08%
+2.6%
Q4 2023$376
+12.9%
1,7610.0%0.08%
-3.8%
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 ↓
Centered Wealth LLC dba Miller Equity Capital Advisors 295,404$64,409,77926.79%
Aufman Associates Inc 149,181$32,527,41323.15%
Investments & Financial Planning, LLC 152,955$33,350,40822.39%
MBE Wealth Management, LLC 116,944$25,498,45115.44%
Brown Financial Advisory 78,310$17,074,64113.13%
Whelan Financial 131,262$28,620,35012.78%
Chandler Asset Management, Inc. 285,830$62,322,37312.63%
BLUESTEM FINANCIAL ADVISORS, LLC 113,418$24,729,60712.50%
McCarthy Grittinger Financial Group, LLC 165,515$36,091,88911.39%
BCK Partners, Inc. 100,048$21,814,53111.28%
View complete list of VANGUARD INDEX FDS shareholders