IEQ CAPITAL, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,591 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 0.40 and the average weighting 0.9%.

Quarter-by-quarter ownership
IEQ CAPITAL, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$2,354,972
+42.4%
12,456
+49.9%
0.05%
+45.5%
Q2 2023$1,653,199
+21.0%
8,312
+15.3%
0.03%
+3.1%
Q1 2023$1,365,940
+13.0%
7,206
+9.5%
0.03%
-5.9%
Q4 2022$1,208,324
-3.7%
6,583
-10.4%
0.03%0.0%
Q3 2022$1,255,000
+6.8%
7,346
+10.2%
0.03%
-5.6%
Q2 2022$1,175,000
-31.2%
6,669
-17.0%
0.04%
-12.2%
Q1 2022$1,707,000
+14.9%
8,033
+22.2%
0.04%
+20.6%
Q4 2021$1,486,000
+9.8%
6,573
+6.2%
0.03%
-5.6%
Q3 2021$1,353,000
-0.3%
6,187
+2.7%
0.04%
-10.0%
Q2 2021$1,357,000
-39.6%
6,025
-42.6%
0.04%
-57.0%
Q1 2021$2,248,000
+723.4%
10,499
+461.4%
0.09%
+416.7%
Q2 2020$273,000
-19.9%
1,870
-36.7%
0.02%
-33.3%
Q1 2020$341,000
-43.3%
2,955
-18.6%
0.03%
-49.1%
Q4 2019$601,0003,6280.05%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2021
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