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 ↓
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