Investment Research & Advisory Group, Inc. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,087 filers reported holding VANGUARD INDEX FDS in Q4 2019. The put-call ratio across all filers is 0.25 and the average weighting 0.7%.

Quarter-by-quarter ownership
Investment Research & Advisory Group, Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$2,525,887
+48.6%
13,360
+56.3%
1.43%
+45.6%
Q2 2023$1,699,673
+1.2%
8,546
-3.5%
0.98%
-8.6%
Q1 2023$1,678,948
-55.6%
8,857
-57.1%
1.08%
-56.7%
Q4 2022$3,785,609
+176.9%
20,625
+158.0%
2.49%
+143.0%
Q3 2022$1,367,000
-5.9%
7,995
-3.0%
1.02%
-2.6%
Q2 2022$1,452,000
+51.6%
8,245
+83.0%
1.05%
+75.0%
Q1 2022$958,000
-34.0%
4,506
-29.8%
0.60%
-31.9%
Q4 2021$1,451,000
+72.7%
6,420
+68.5%
0.88%
+59.6%
Q3 2021$840,000
-0.4%
3,811
+1.8%
0.55%
-0.7%
Q2 2021$843,000
+2.7%
3,742
-2.5%
0.56%
-7.8%
Q1 2021$821,000
+13.9%
3,836
+3.6%
0.60%
+12.7%
Q4 2020$721,000
+38.1%
3,704
+9.1%
0.54%
+23.6%
Q3 2020$522,000
-3.5%
3,396
-8.6%
0.43%
-10.9%
Q2 2020$541,000
-88.6%
3,714
-90.9%
0.49%
-88.9%
Q1 2020$4,727,000
+272.8%
40,951
+434.9%
4.38%
+274.1%
Q4 2019$1,268,0007,6561.17%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2019
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