CBIZ Investment Advisory Services, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,567 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%.

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 Q1 2022
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