Waterfront Wealth Inc. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,383 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.16 and the average weighting 0.9%.

Quarter-by-quarter ownership
Waterfront Wealth Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$224,214
-24.4%
1,253
-12.7%
0.07%
-17.0%
Q2 2023$296,403
-9.6%
1,436
-17.0%
0.09%
-17.8%
Q1 2023$328,007
-1.6%
1,730
+3.8%
0.11%
-7.0%
Q4 2022$333,291
-8.4%
1,667
-14.5%
0.12%
-16.7%
Q3 2022$364,000
+19.7%
1,949
+12.8%
0.14%
+12.2%
Q2 2022$304,000
-0.7%
1,728
+17.2%
0.12%
+13.9%
Q1 2022$306,000
-3.5%
1,475
+5.2%
0.11%
-14.3%
Q4 2021$317,000
+5.3%
1,402
+1.9%
0.13%
-13.1%
Q3 2021$301,000
+2.4%
1,376
+5.4%
0.14%
+4.3%
Q2 2021$294,000
+35.5%
1,306
+31.0%
0.14%
+27.5%
Q1 2021$217,0009970.11%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2021
NameSharesValueWeighting ↓
Aufman Associates Inc 144,136$25,384,00024.13%
Investments & Financial Planning, LLC 89,095$15,691,00016.17%
Centered Wealth LLC dba Miller Equity Capital Advisors 106,534$18,762,00016.02%
MBE Wealth Management, LLC 126,873$22,344,00015.59%
Chandler Asset Management, Inc. 297,125$52,326,675,00014.79%
Scott Capital Advisors, LLC 112,455$19,804,00013.40%
Whelan Financial 106,846$18,817,00012.73%
Emerson Wealth, LLC 109,251$19,240,00012.60%
BLUESTEM FINANCIAL ADVISORS, LLC 97,848$17,232,00011.98%
BCK Partners, Inc. 93,787$16,517,00011.56%
View complete list of VANGUARD INDEX FDS shareholders