VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,619 filers reported holding VANGUARD INDEX FDS in Q4 2022. The put-call ratio across all filers is 0.16 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $983,506 | +18.7% | 5,202 | +24.8% | 0.42% | +18.2% |
| Q2 2023 | $828,719 | +29.6% | 4,167 | +23.5% | 0.36% | +17.0% |
| Q1 2023 | $639,316 | -7.1% | 3,373 | -10.1% | 0.30% | -12.9% |
| Q4 2022 | $688,374 | +4.3% | 3,751 | -2.9% | 0.35% | -4.6% |
| Q3 2022 | $660,000 | -5.7% | 3,864 | -2.8% | 0.37% | +1.4% |
| Q2 2022 | $700,000 | -26.2% | 3,977 | -10.9% | 0.36% | -18.5% |
| Q1 2022 | $948,000 | -17.2% | 4,462 | -11.9% | 0.44% | -16.2% |
| Q4 2021 | $1,145,000 | +7.2% | 5,064 | +3.7% | 0.53% | -2.2% |
| Q3 2021 | $1,068,000 | -0.7% | 4,884 | +2.4% | 0.54% | -10.3% |
| Q2 2021 | $1,075,000 | +9.6% | 4,771 | +4.1% | 0.60% | -1.0% |
| Q1 2021 | $981,000 | +13.0% | 4,582 | +2.7% | 0.61% | -0.5% |
| Q4 2020 | $868,000 | +116.5% | 4,460 | +70.9% | 0.61% | +79.8% |
| Q3 2020 | $401,000 | +10.2% | 2,609 | +4.4% | 0.34% | -0.6% |
| Q2 2020 | $364,000 | +17.4% | 2,500 | -6.9% | 0.34% | -3.9% |
| Q1 2020 | $310,000 | -26.9% | 2,684 | +4.9% | 0.36% | -6.8% |
| Q4 2019 | $424,000 | +4.4% | 2,558 | -3.1% | 0.38% | -10.9% |
| Q3 2019 | $406,000 | -1.9% | 2,641 | 0.0% | 0.43% | -3.6% |
| Q2 2019 | $414,000 | – | 2,641 | – | 0.45% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Aufman Associates Inc | 161,884 | $23,590,000 | 26.77% |
| Chandler Asset Management, Inc. | 294,740 | $42,950,000 | 18.69% |
| Water Oak Advisors LLC | 124,171 | $18,094,000 | 18.46% |
| McCarthy Grittinger Financial Group, LLC | 163,716 | $23,856,696 | 14.15% |
| Acorns Advisers, LLC | 2,390,400 | $348,329,000 | 13.45% |
| BLUESTEM FINANCIAL ADVISORS, LLC | 98,732 | $14,387,000 | 13.16% |
| Emerson Wealth, LLC | 119,166 | $17,365,000 | 12.28% |
| Unified Trust Company, N.A. | 101,312 | $14,763,000 | 11.11% |
| Heartwood Wealth Advisors LLC | 367,893 | $53,609,000 | 10.61% |
| VISTA CAPITAL PARTNERS, INC. | 363,565 | $52,979,000 | 10.32% |