TRANSCEND CAPITAL ADVISORS, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,271 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 0.70 and the average weighting 0.9%.

Quarter-by-quarter ownership
TRANSCEND CAPITAL ADVISORS, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,543,806
-2.1%
8,165
+3.0%
0.15%0.0%
Q2 2023$1,576,698
+5.2%
7,927
+0.3%
0.15%
-3.8%
Q1 2023$1,498,909
-5.2%
7,907
-8.2%
0.16%
-9.3%
Q4 2022$1,581,381
+14.6%
8,616
+6.7%
0.17%
+12.4%
Q3 2022$1,380,000
-6.1%
8,073
-3.2%
0.15%0.0%
Q2 2022$1,469,000
-19.9%
8,341
-3.4%
0.15%
-6.7%
Q1 2022$1,835,000
-3.9%
8,634
+2.2%
0.16%
-3.0%
Q4 2021$1,910,000
-0.2%
8,452
+1.6%
0.17%
-1.7%
Q3 2021$1,914,000
-4.0%
8,317
-6.0%
0.17%
-40.1%
Q2 2021$1,994,000
+100.8%
8,849
+90.6%
0.29%
+141.2%
Q1 2021$993,000
+16.4%
4,642
+6.0%
0.12%
+6.2%
Q4 2020$853,000
+32.7%
4,379
+4.7%
0.11%
-4.3%
Q3 2020$643,000
+7.3%
4,182
-19.5%
0.12%
-35.0%
Q1 2020$599,000
+132.2%
5,192
+232.8%
0.18%
+160.9%
Q4 2019$258,0001,5600.07%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Centered Wealth LLC dba Miller Equity Capital Advisors 270,794$53,858,11927.31%
Aufman Associates Inc 147,943$29,424,40424.27%
Investments & Financial Planning, LLC 107,417$21,364,11418.50%
MBE Wealth Management, LLC 148,264$29,488,32515.85%
Whelan Financial 125,604$24,981,37513.06%
Family Investment Center, Inc. 99,242$19,738,14812.63%
BLUESTEM FINANCIAL ADVISORS, LLC 103,586$20,602,25812.46%
McCarthy Grittinger Financial Group, LLC 158,607$31,545,34212.20%
BCK Partners, Inc. 96,331$19,159,17311.98%
Brown Financial Advisory 71,177$14,156,48111.55%
View complete list of VANGUARD INDEX FDS shareholders