Marcum Wealth, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,525 filers reported holding VANGUARD INDEX FDS in Q3 2022. The put-call ratio across all filers is 0.34 and the average weighting 0.9%.

Quarter-by-quarter ownership
Marcum Wealth, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$41,354,472
-16.7%
189,665
-12.7%
4.15%
-17.7%
Q1 2024$49,658,803
+5.0%
217,240
-2.0%
5.04%
+0.0%
Q4 2023$47,310,381
+11.9%
221,771
-0.9%
5.03%
-1.0%
Q3 2023$42,297,304
-5.2%
223,712
-0.3%
5.08%
-2.9%
Q2 2023$44,625,600
+4.2%
224,373
-0.7%
5.24%
-1.9%
Q1 2023$42,811,585
-2.3%
225,847
-5.4%
5.34%
-8.1%
Q4 2022$43,816,621
+8.8%
238,731
+1.4%
5.81%
-4.8%
Q3 2022$40,258,000
+14.0%
235,550
+17.4%
6.11%
+15.5%
Q2 2022$35,322,000
-17.0%
200,570
+0.2%
5.29%
-10.0%
Q1 2022$42,560,000
+6.3%
200,264
+13.0%
5.87%
+5.5%
Q4 2021$40,040,000
+3.1%
177,159
-0.3%
5.57%
-8.8%
Q3 2021$38,851,000
-4.5%
177,669
-1.7%
6.10%
-7.6%
Q2 2021$40,697,000
+3.1%
180,651
-2.0%
6.61%
+1.6%
Q1 2021$39,469,000
+3.8%
184,367
-5.6%
6.50%
-27.2%
Q4 2020$38,033,000
+25.9%
195,361
-0.5%
8.93%
-3.6%
Q3 2020$30,199,000
-6.4%
196,354
-11.3%
9.26%
-6.8%
Q2 2020$32,275,000
+101.8%
221,487
+59.9%
9.93%
+60.3%
Q1 2020$15,995,000
+1177.6%
138,559
+1733.0%
6.19%
+1220.7%
Q4 2019$1,252,0007,5590.47%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2022
NameSharesValueWeighting ↓
VISTA CAPITAL PARTNERS, INC. 366,577$40,870,00012.56%
Water Oak Advisors LLC 99,758$11,122,0009.96%
Fiduciary Wealth Partners, LLC 70,335$7,842,0008.24%
Advisory Alpha, LLC 117,725$13,118,0007.00%
INR ADVISORY SERVICES LLC 291,976$32,552,0006.04%
MOLLER WEALTH PARTNERS 90,672$10,109,0005.93%
Stonehearth Capital Management, LLC 59,776$6,664,0005.82%
US FINANCIAL ADVISORS, LLC 28,033$3,125,0005.44%
Ruggie Capital Group 45,572$5,081,0005.15%
Cranberry Lake Advisors LLC 70,000$7,804,0005.03%
View complete list of VANGUARD INDEX FDS shareholders