CALIBER WEALTH MANAGEMENT, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,385 filers reported holding VANGUARD INDEX FDS in Q2 2021. The put-call ratio across all filers is 0.35 and the average weighting 0.9%.

Quarter-by-quarter ownership
CALIBER WEALTH MANAGEMENT, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q1 2024$6,681,168
+10.6%
29,228
+3.3%
3.55%
+0.1%
Q4 2023$6,038,422
+12.8%
28,306
+0.0%
3.55%
-1.4%
Q3 2023$5,350,921
-3.7%
28,301
+1.3%
3.60%
-3.3%
Q2 2023$5,557,048
+7.1%
27,940
+2.1%
3.72%
-4.1%
Q1 2023$5,187,352
+48.9%
27,365
+44.2%
3.88%
+45.9%
Q4 2022$3,483,882
+3.2%
18,982
-3.9%
2.66%
-0.1%
Q3 2022$3,377,000
+2.9%
19,758
+6.0%
2.67%
+4.3%
Q2 2022$3,283,000
-9.9%
18,641
+8.7%
2.56%
+9.8%
Q1 2022$3,644,000
+22.6%
17,147
+26.7%
2.33%
+13.2%
Q4 2021$2,973,000
+47.4%
13,530
+52.3%
2.05%
+44.5%
Q3 2021$2,017,000
+7.0%
8,884
+6.2%
1.42%
+6.4%
Q2 2021$1,885,000
+110.6%
8,367
+100.1%
1.34%
+105.4%
Q1 2021$895,000
+15.8%
4,181
+5.3%
0.65%
-14.2%
Q4 2020$773,0003,9710.76%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2021
NameSharesValueWeighting ↓
Centered Wealth LLC dba Miller Equity Capital Advisors 295,404$64,409,77926.79%
Aufman Associates Inc 149,181$32,527,41323.15%
Investments & Financial Planning, LLC 152,955$33,350,40822.39%
MBE Wealth Management, LLC 116,944$25,498,45115.44%
Brown Financial Advisory 78,310$17,074,64113.13%
Whelan Financial 131,262$28,620,35012.78%
Chandler Asset Management, Inc. 285,830$62,322,37312.63%
BLUESTEM FINANCIAL ADVISORS, LLC 113,418$24,729,60712.50%
McCarthy Grittinger Financial Group, LLC 165,515$36,091,88911.39%
BCK Partners, Inc. 100,048$21,814,53111.28%
View complete list of VANGUARD INDEX FDS shareholders