NICOLET ADVISORY SERVICES, 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
NICOLET ADVISORY SERVICES, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$7,179,621
-8.0%
39,022
-2.4%
0.80%
-7.1%
Q2 2023$7,803,401
+6.1%
39,978
+0.5%
0.86%
+1.1%
Q1 2023$7,351,477
+2.4%
39,781
+6.9%
0.85%
-10.7%
Q4 2022$7,178,408
+18.2%
37,211
+6.9%
0.95%
-4.2%
Q3 2022$6,075,000
+18.6%
34,797
+23.7%
0.99%
+30.2%
Q2 2022$5,124,000
-9.7%
28,128
+2.4%
0.76%
+2.7%
Q1 2022$5,673,000
+11.0%
27,467
+21.4%
0.74%
+17.8%
Q4 2021$5,113,000
-5.7%
22,624
-8.8%
0.63%
-8.6%
Q3 2021$5,424,000
-1.9%
24,805
+1.1%
0.69%
-4.6%
Q2 2021$5,530,000
+4.7%
24,547
-0.5%
0.72%
-2.7%
Q1 2021$5,283,000
-2.8%
24,679
-11.6%
0.74%
-2.8%
Q4 2020$5,435,000
+13.3%
27,918
-10.5%
0.76%
+2.1%
Q3 2020$4,798,000
+3.6%
31,199
-1.9%
0.75%
+4.8%
Q2 2020$4,632,000
+66.2%
31,788
+31.7%
0.71%
+45.0%
Q1 2020$2,787,000
-29.2%
24,141
+1.6%
0.49%
-20.6%
Q4 2019$3,936,000
+1.8%
23,762
-5.4%
0.62%
+5.5%
Q3 2019$3,866,000
-4.1%
25,119
-2.4%
0.59%
-4.7%
Q2 2019$4,031,000
-8.3%
25,731
-10.5%
0.62%
-17.6%
Q1 2019$4,395,00028,7600.75%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2023
NameSharesValueWeighting ↓
Aufman Associates Inc 161,884$23,590,00026.77%
Chandler Asset Management, Inc. 294,740$42,950,00018.69%
Water Oak Advisors LLC 124,171$18,094,00018.46%
McCarthy Grittinger Financial Group, LLC 163,716$23,856,69614.15%
Acorns Advisers, LLC 2,390,400$348,329,00013.45%
BLUESTEM FINANCIAL ADVISORS, LLC 98,732$14,387,00013.16%
Emerson Wealth, LLC 119,166$17,365,00012.28%
Unified Trust Company, N.A. 101,312$14,763,00011.11%
Heartwood Wealth Advisors LLC 367,893$53,609,00010.61%
VISTA CAPITAL PARTNERS, INC. 363,565$52,979,00010.32%
View complete list of VANGUARD INDEX FDS shareholders