Williams Jones Wealth Management, LLC. - VANGUARD INDEX FDS ownership

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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%.

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Quarter-by-quarter ownership
Williams Jones Wealth Management, LLC. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$2,521,022
-7.2%
13,334
-2.3%
0.04%
-4.9%
Q2 2023$2,715,423
+2.0%
13,653
-2.8%
0.04%
-2.4%
Q1 2023$2,663,127
+3.4%
14,049
+0.1%
0.04%
-2.3%
Q4 2022$2,576,514
-5.2%
14,038
-11.8%
0.04%
-8.5%
Q3 2022$2,719,000
-3.0%
15,908
-0.1%
0.05%
+4.4%
Q2 2022$2,804,000
-17.1%
15,923
+0.1%
0.04%
-4.3%
Q1 2022$3,382,000
-6.3%
15,914
-0.4%
0.05%
+4.4%
Q4 2021$3,610,000
+14.0%
15,972
+10.3%
0.04%
+2.3%
Q3 2021$3,168,000
-2.1%
14,486
+0.8%
0.04%
-2.2%
Q2 2021$3,237,000
+10.1%
14,368
+4.6%
0.04%
-2.2%
Q1 2021$2,940,000
+9.2%
13,734
-0.7%
0.05%
+4.5%
Q4 2020$2,692,000
+27.5%
13,826
+0.7%
0.04%
+12.8%
Q3 2020$2,112,000
+8.6%
13,734
+3.0%
0.04%
-2.5%
Q2 2020$1,944,000
+0.3%
13,339
-20.5%
0.04%
-21.6%
Q1 2020$1,938,000
-32.6%
16,784
-3.3%
0.05%
-7.3%
Q4 2019$2,875,000
+20.0%
17,357
+11.5%
0.06%
+12.2%
Q3 2019$2,396,000–15,571–0.05%–
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Other shareholders
VANGUARD INDEX FDS shareholders Q4 2021
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