Element Wealth, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,271 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 0.70 and the average weighting 0.9%.

Quarter-by-quarter ownership
Element Wealth, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$102,098
-4.9%
5400.0%0.07%
-1.3%
Q2 2023$107,401
+4.9%
5400.0%0.08%
-1.3%
Q1 2023$102,362
-10.5%
540
-13.3%
0.08%
-18.3%
Q4 2022$114,345
+17.9%
623
+10.1%
0.09%
+4.5%
Q3 2022$97,000
+2.1%
566
+4.8%
0.09%
-6.3%
Q2 2022$95,000
-17.4%
5400.0%0.10%
+2.2%
Q1 2022$115,000
-5.7%
5400.0%0.09%
+1.1%
Q4 2021$122,000
+3.4%
5400.0%0.09%
-2.1%
Q3 2021$118,000
-3.3%
5400.0%0.09%
-1.1%
Q2 2021$122,000
+5.2%
5400.0%0.10%
-1.0%
Q1 2021$116,000
+10.5%
5400.0%0.10%
-1.0%
Q4 2020$105,000
+26.5%
5400.0%0.10%
+9.0%
Q3 2020$83,000
+5.1%
5400.0%0.09%
-2.2%
Q2 2020$79,000
+27.4%
5400.0%0.09%
+5.8%
Q1 2020$62,000
-36.1%
540
-7.5%
0.09%
-13.1%
Q4 2019$97,0005840.10%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
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