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

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,621 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
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 Q3 2023
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