CAROLINAS WEALTH CONSULTING LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,567 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 0.86 and the average weighting 0.9%.

Quarter-by-quarter ownership
CAROLINAS WEALTH CONSULTING LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,115,222
-61.5%
6,264
-57.0%
0.28%
-51.6%
Q2 2023$2,894,065
+9.7%
14,551
+4.5%
0.57%
+2.3%
Q1 2023$2,638,644
+3.5%
13,920
+0.2%
0.56%
-2.8%
Q4 2022$2,549,711
+6.5%
13,892
-0.8%
0.58%
-4.6%
Q3 2022$2,394,000
-2.8%
14,007
+0.2%
0.60%
-1.1%
Q2 2022$2,463,000
-17.0%
13,983
+0.2%
0.61%
-6.7%
Q1 2022$2,967,000
-6.2%
13,960
-0.2%
0.66%
-4.8%
Q4 2021$3,163,000
-0.7%
13,994
-3.9%
0.69%
-7.1%
Q3 2021$3,184,000
-2.7%
14,559
+0.2%
0.74%
+3.2%
Q2 2021$3,272,000
+4.8%
14,523
-0.4%
0.72%
-5.4%
Q1 2021$3,123,000
+10.0%
14,5880.0%0.76%
-0.5%
Q4 2020$2,840,000
+81.4%
14,588
+43.2%
0.76%
+45.0%
Q3 2020$1,566,000
-19.2%
10,185
-23.4%
0.53%
-30.9%
Q2 2020$1,937,000
+87.0%
13,293
+48.0%
0.76%
+36.0%
Q1 2020$1,036,000
+1038.5%
8,980
+1518.0%
0.56%
+490.5%
Q4 2019$91,0005550.10%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2022
NameSharesValueWeighting ↓
Aufman Associates Inc 144,136$25,384,00024.13%
Investments & Financial Planning, LLC 89,095$15,691,00016.17%
Centered Wealth LLC dba Miller Equity Capital Advisors 106,534$18,762,00016.02%
MBE Wealth Management, LLC 126,873$22,344,00015.59%
Chandler Asset Management, Inc. 297,125$52,326,675,00014.79%
Scott Capital Advisors, LLC 112,455$19,804,00013.40%
Whelan Financial 106,846$18,817,00012.73%
Emerson Wealth, LLC 109,251$19,240,00012.60%
BLUESTEM FINANCIAL ADVISORS, LLC 97,848$17,232,00011.98%
BCK Partners, Inc. 93,787$16,517,00011.56%
View complete list of VANGUARD INDEX FDS shareholders