CBIZ Investment Advisory Services, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,383 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.16 and the average weighting 0.9%.

Quarter-by-quarter ownership
CBIZ Investment Advisory Services, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$57,314,154
-7.3%
303,137
-2.5%
5.26%
-0.1%
Q2 2023$61,839,377
+7.8%
310,923
+2.8%
5.27%
+5.1%
Q1 2023$57,345,365
+2036.0%
302,518
+1968.1%
5.02%
+380.0%
Q4 2022$2,684,750
-95.0%
14,628
-95.2%
1.04%
-78.7%
Q2 2022$53,512,000
-22.5%
303,853
-0.5%
4.90%
-9.0%
Q4 2021$69,024,000
+4.9%
305,400
+1.5%
5.39%
-2.5%
Q3 2021$65,770,000
+0.2%
300,774
+3.3%
5.52%
-1.2%
Q2 2021$65,623,000
+3.0%
291,293
-2.2%
5.59%
+82.6%
Q1 2021$63,738,000
-1.9%
297,733
-10.8%
3.06%
-49.1%
Q4 2020$64,991,000
+19.0%
333,794
-6.0%
6.02%
+6.0%
Q3 2020$54,606,000
+0.5%
355,007
-4.8%
5.68%
-5.2%
Q2 2020$54,344,000
+26.7%
372,937
+0.4%
5.99%
+9.3%
Q1 2020$42,891,000
-17.9%
371,546
+19.4%
5.48%
-1.3%
Q4 2019$52,250,000311,2735.55%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2021
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