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 1,621 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.31 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 2023
NameSharesValueWeighting ↓
Centered Wealth LLC dba Miller Equity Capital Advisors 258,800$49,058,03327.42%
Aufman Associates Inc 148,061$28,066,35423.89%
Investments & Financial Planning, LLC 103,364$19,593,70617.98%
MBE Wealth Management, LLC 140,161$26,568,89515.64%
Whelan Financial 122,311$23,185,25912.86%
Brown Financial Advisory 67,451$12,786,09512.31%
BLUESTEM FINANCIAL ADVISORS, LLC 103,905$19,696,30312.13%
Family Investment Center, Inc. 92,753$17,582,31212.08%
McCarthy Grittinger Financial Group, LLC 157,695$29,892,59111.85%
Chandler Asset Management, Inc. 262,837$49,823,32511.83%
View complete list of VANGUARD INDEX FDS shareholders