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

Back to all holdings Add to watchlist

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,567 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 0.86 and the average weighting 0.9%.

Links
Filings
External links
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%–
 Download
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2022
NameSharesValueWeighting ↓
Trinity Financial Advisors LLC 221,702$47,432,00033.22%
Aufman Associates Inc 143,772$32,389,00024.98%
Chandler Asset Management, Inc. 287,915$64,861,00016.94%
Emerson Wealth, LLC 109,699$24,713,00013.62%
BLUESTEM FINANCIAL ADVISORS, LLC 88,273$19,886,00013.40%
McCarthy Grittinger Financial Group, LLC 136,444$30,738,17213.37%
MBE Wealth Management, LLC 112,879$25,429,00013.17%
BCK Partners, Inc. 85,967$19,367,00012.81%
Axiom Financial Strategies, LLC 105,847$23,845,00011.00%
Ellenbecker Investment Group 142,982$32,211,00010.57%
View complete list of VANGUARD INDEX FDS shareholders