PFG Private Wealth Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,346 filers reported holding VANGUARD INDEX FDS in Q1 2021. The put-call ratio across all filers is 0.56 and the average weighting 1.0%.

Quarter-by-quarter ownership
PFG Private Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$12,100
-65.0%
64
-63.2%
0.01%
-55.0%
Q2 2023$34,607
+185.3%
174
+171.9%
0.02%
+150.0%
Q1 2023$12,132
+93223.1%
64
-12.3%
0.01%0.0%
Q4 2022$13
-99.9%
730.0%0.01%0.0%
Q3 2022$12,000
-64.7%
73
-62.4%
0.01%
-57.9%
Q2 2022$34,000
-57.5%
194
-48.7%
0.02%
-53.7%
Q1 2022$80,000
-18.4%
378
-13.1%
0.04%
-19.6%
Q4 2021$98,000
-97.1%
435
-97.2%
0.05%
-97.5%
Q3 2021$3,420,000
+2.1%
15,641
+5.2%
2.00%
-7.9%
Q2 2021$3,351,000
+8.4%
14,874
+3.0%
2.17%
+2.2%
Q1 2021$3,091,00014,4402.13%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2021
NameSharesValueWeighting ↓
Trinity Financial Advisors LLC 214,530$45,776,00030.62%
Aufman Associates Inc 142,058$31,064,00025.55%
Chandler Asset Management, Inc. 284,345$62,178,00016.28%
MBE Wealth Management, LLC 122,106$26,701,00013.60%
Emerson Wealth, LLC 109,619$23,970,00013.36%
BLUESTEM FINANCIAL ADVISORS, LLC 90,893$19,876,00012.99%
McCarthy Grittinger Financial Group, LLC 151,364$33,098,74212.73%
BCK Partners, Inc. 88,920$19,444,00012.35%
Ellenbecker Investment Group 155,596$34,024,00010.64%
Whelan Financial 51,149$11,185,00010.22%
View complete list of VANGUARD INDEX FDS shareholders