PBMares Wealth Management LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,525 filers reported holding VANGUARD INDEX FDS in Q3 2022. The put-call ratio across all filers is 0.34 and the average weighting 0.9%.

Quarter-by-quarter ownership
PBMares Wealth Management LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q4 2023$233,497
+5.6%
1,095
-6.3%
0.07%
-12.5%
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 Q3 2022
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