PBMares Wealth Management LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,591 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 0.40 and the average weighting 0.9%.

Quarter-by-quarter ownership
PBMares Wealth Management LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$221,091
+2.3%
1,169
+7.6%
0.08%
+3.9%
Q2 2023$216,070
+3.8%
1,086
-1.1%
0.08%0.0%
Q1 2023$208,137
-7.8%
1,098
-10.8%
0.08%
-15.4%
Q4 2022$225,856
+4.6%
1,231
-2.8%
0.09%
-3.2%
Q3 2022$216,000
-1.4%
1,266
+1.7%
0.09%0.0%
Q2 2022$219,000
-30.7%
1,245
-16.2%
0.09%
-51.8%
Q1 2022$316,000
+9.3%
1,486
+16.4%
0.20%
+59.8%
Q4 2021$289,000
+7.0%
1,277
+3.6%
0.12%
-5.4%
Q3 2021$270,000
-2.5%
1,233
+0.2%
0.13%
-14.6%
Q2 2021$277,000
-46.5%
1,231
-49.2%
0.15%
-64.3%
Q1 2021$518,0002,4210.42%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2021
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