CALIBER 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
CALIBER WEALTH MANAGEMENT, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
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 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