Golden State Wealth Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,621 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.31 and the average weighting 0.9%.

Quarter-by-quarter ownership
Golden State Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q1 2022$674,000
-2.3%
3,172
+3.9%
0.13%
+10.9%
Q4 2021$690,000
+7.8%
3,054
+4.4%
0.12%
-14.4%
Q3 2021$640,000
-2.9%
2,9250.0%0.14%
-4.1%
Q2 2021$659,000
-8.0%
2,925
-12.6%
0.14%
-38.6%
Q1 2021$716,000
+28.8%
3,346
+17.1%
0.24%
+46.6%
Q4 2020$556,000
+47.5%
2,857
+16.7%
0.16%
+27.8%
Q3 2020$377,000
-53.8%
2,449
-56.7%
0.13%
-39.7%
Q2 2020$816,000
+225.1%
5,662
+160.4%
0.21%
+88.3%
Q1 2020$251,000
-31.0%
2,174
-8.1%
0.11%
-7.5%
Q3 2019$364,000
+4.6%
2,365
+6.2%
0.12%
+9.1%
Q2 2019$348,000
+10.5%
2,226
+8.1%
0.11%
+4.8%
Q1 2019$315,0002,0600.10%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 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