HighMark Wealth Management LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,619 filers reported holding VANGUARD INDEX FDS in Q4 2022. The put-call ratio across all filers is 0.16 and the average weighting 0.9%.

Quarter-by-quarter ownership
HighMark Wealth Management LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$6,648
-4.6%
350.0%0.01%
+20.0%
Q2 2023$6,966
-75.3%
35
-76.5%
0.01%
-77.3%
Q1 2023$28,223
+22.7%
149
+19.2%
0.02%
+29.4%
Q4 2022$22,994
+21.0%
125
+10.6%
0.02%
+6.2%
Q3 2022$19,000
+18.8%
113
+21.5%
0.02%
+23.1%
Q2 2022$16,000
-11.1%
93
+8.1%
0.01%
+8.3%
Q1 2022$18,000
-25.0%
86
+11.7%
0.01%
-20.0%
Q4 2021$24,000
+60.0%
77
+14.9%
0.02%
+36.4%
Q3 2021$15,000
+36.4%
67
+39.6%
0.01%
+37.5%
Q2 2021$11,000
-52.2%
48
-76.6%
0.01%
-71.4%
Q1 2020$23,000
-37.8%
205
-9.3%
0.03%
-28.2%
Q4 2019$37,0002260.04%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 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