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

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,505 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
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 Q3 2022
NameSharesValueWeighting ↓
Trinity Financial Advisors LLC 214,530$45,776,00030.62%
Aufman Associates Inc 142,058$31,064,00025.55%
Chandler Asset Management, Inc. 284,345$62,178,00016.28%
MBE Wealth Management, LLC 122,106$26,701,00013.60%
Emerson Wealth, LLC 109,619$23,970,00013.36%
BLUESTEM FINANCIAL ADVISORS, LLC 90,893$19,876,00012.99%
McCarthy Grittinger Financial Group, LLC 151,364$33,098,74212.73%
BCK Partners, Inc. 88,920$19,444,00012.35%
Ellenbecker Investment Group 155,596$34,024,00010.64%
Whelan Financial 51,149$11,185,00010.22%
View complete list of VANGUARD INDEX FDS shareholders