BELLEVUE ASSET MANAGEMENT, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,594 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.20 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 Q1 2023
NameSharesValueWeighting ↓
Centered Wealth LLC dba Miller Equity Capital Advisors 270,794$53,858,11927.31%
Aufman Associates Inc 147,943$29,424,40424.27%
Investments & Financial Planning, LLC 107,417$21,364,11418.50%
MBE Wealth Management, LLC 148,264$29,488,32515.85%
Whelan Financial 125,604$24,981,37513.06%
Family Investment Center, Inc. 99,242$19,738,14812.63%
BLUESTEM FINANCIAL ADVISORS, LLC 103,586$20,602,25812.46%
McCarthy Grittinger Financial Group, LLC 158,607$31,545,34212.20%
BCK Partners, Inc. 96,331$19,159,17311.98%
Brown Financial Advisory 71,177$14,156,48111.55%
View complete list of VANGUARD INDEX FDS shareholders