Sound View Wealth Advisors Group, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,383 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.16 and the average weighting 0.9%.

Quarter-by-quarter ownership
Sound View Wealth Advisors Group, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$960,921
+8.1%
5,082
+13.7%
0.12%
+2.6%
Q2 2023$888,676
+7.2%
4,468
+2.1%
0.12%
+2.6%
Q1 2023$829,364
+104.4%
4,375
+97.9%
0.11%
+32.6%
Q4 2022$405,800
-12.5%
2,211
-18.5%
0.09%
-17.3%
Q3 2022$464,000
-2.7%
2,713
+0.2%
0.10%
+4.0%
Q2 2022$477,000
-40.7%
2,707
-28.5%
0.10%
-34.6%
Q1 2022$804,000
+0.4%
3,784
+6.8%
0.15%
+1.3%
Q4 2021$801,000
+42.3%
3,543
+37.6%
0.15%
+28.0%
Q3 2021$563,000
+4.3%
2,574
+7.4%
0.12%
+3.5%
Q2 2021$540,000
+10.9%
2,397
+5.3%
0.11%
+0.9%
Q1 2021$487,000
+136.4%
2,276
+72.8%
0.11%
+85.2%
Q2 2019$206,0001,3170.06%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 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