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

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,620 filers reported holding VANGUARD INDEX FDS in Q2 2023. The put-call ratio across all filers is 0.38 and the average weighting 0.9%.

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$2,396,00015,5710.05%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2023
NameSharesValueWeighting ↓
Chandler Asset Management, Inc. 202,014$29,858,00026.30%
MOLLER WEALTH PARTNERS 256,159$37,860,00014.41%
Water Oak Advisors LLC 128,923$19,055,00014.10%
ACORNS SECURITIES, LLC 625,796$92,493,00014.02%
FIDUCIENT ADVISORS LLC 132,646$19,605,00012.48%
VISTA CAPITAL PARTNERS, INC. 350,718$51,836,00011.74%
Millburn Ridgefield Corp 1,474,968$218,000,00011.45%
Annex Advisory Services, LLC 304,378$44,987,0008.50%
Cranberry Lake Advisors LLC 87,761$12,971,0008.30%
Catalyst Capital Advisors LLC 1,473,210$217,740,0008.06%
View complete list of VANGUARD INDEX FDS shareholders