BELLEVUE ASSET MANAGEMENT, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,271 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 0.70 and the average weighting 0.9%.

Quarter-by-quarter ownership
BELLEVUE ASSET MANAGEMENT, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$26,896
-4.8%
1420.0%0.02%0.0%
Q2 2023$28,253
+5.1%
142
+0.7%
0.02%0.0%
Q1 2023$26,889
+4.1%
1410.0%0.02%
-10.0%
Q4 2022$25,821
+3.3%
1410.0%0.02%
+5.3%
Q3 2022$25,0000.0%1410.0%0.02%
+5.6%
Q2 2022$25,000
-16.7%
141
+0.7%
0.02%0.0%
Q1 2022$30,000
-6.2%
1400.0%0.02%
-5.3%
Q4 2021$32,000
+3.2%
1400.0%0.02%0.0%
Q3 2021$31,000
-3.1%
1400.0%0.02%
-5.0%
Q2 2021$32,000
+6.7%
1400.0%0.02%
+5.3%
Q1 2021$30,000
+3.4%
1400.0%0.02%
+5.6%
Q4 2020$29,000
+31.8%
1400.0%0.02%
+20.0%
Q3 2020$22,000
+10.0%
1400.0%0.02%
-28.6%
Q2 2020$20,000
+11.1%
1400.0%0.02%
+10.5%
Q1 2020$18,000
-21.7%
1400.0%0.02%
+5.6%
Q4 2019$23,0001400.02%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Trinity Financial Advisors LLC 221,702$47,432,00033.22%
Aufman Associates Inc 143,772$32,389,00024.98%
Chandler Asset Management, Inc. 287,915$64,861,00016.94%
Emerson Wealth, LLC 109,699$24,713,00013.62%
BLUESTEM FINANCIAL ADVISORS, LLC 88,273$19,886,00013.40%
McCarthy Grittinger Financial Group, LLC 136,444$30,738,17213.37%
MBE Wealth Management, LLC 112,879$25,429,00013.17%
BCK Partners, Inc. 85,967$19,367,00012.81%
Axiom Financial Strategies, LLC 105,847$23,845,00011.00%
Ellenbecker Investment Group 142,982$32,211,00010.57%
View complete list of VANGUARD INDEX FDS shareholders