Center for Financial Planning, Inc. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,100 filers reported holding VANGUARD INDEX FDS in Q3 2020. The put-call ratio across all filers is 0.64 and the average weighting 0.8%.

Quarter-by-quarter ownership
Center for Financial Planning, Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$21,440,934
-2.3%
113,402
+2.8%
4.63%
+0.6%
Q2 2023$21,935,121
+6.2%
110,288
+1.2%
4.60%
-3.4%
Q1 2023$20,655,665
+3.6%
108,966
+0.3%
4.76%
-1.7%
Q4 2022$19,939,456
+9.0%
108,638
+1.5%
4.85%
-0.8%
Q3 2022$18,301,000
-0.9%
107,078
+2.1%
4.88%
+4.1%
Q2 2022$18,476,000
-23.8%
104,912
-8.0%
4.69%
-5.5%
Q1 2022$24,232,000
-0.3%
114,022
+6.0%
4.97%
-0.2%
Q4 2021$24,304,000
+4.8%
107,537
+1.4%
4.98%
-11.7%
Q3 2021$23,187,000
+1.5%
106,037
+4.6%
5.64%
+0.3%
Q2 2021$22,842,000
+6.3%
101,392
+1.0%
5.62%
+0.2%
Q1 2021$21,492,000
+7.4%
100,392
-2.3%
5.61%
-1.0%
Q4 2020$20,004,000
+25.0%
102,755
-1.2%
5.67%
+10.1%
Q3 2020$16,001,000
+8.5%
104,038
+2.8%
5.15%
-0.1%
Q2 2020$14,741,000
+49.4%
101,157
+18.4%
5.15%
+54.4%
Q1 2020$9,864,000
-11.9%
85,451
+26.5%
3.34%
+19.0%
Q4 2019$11,193,00067,5752.80%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2020
NameSharesValueWeighting ↓
Centered Wealth LLC dba Miller Equity Capital Advisors 222,168$40,776,62326.46%
Aufman Associates Inc 149,369$27,415,15825.34%
Investments & Financial Planning, LLC 96,867$17,778,90317.42%
MBE Wealth Management, LLC 139,195$25,547,88416.49%
Chandler Asset Management, Inc. 309,915$52,96815.26%
Scott Capital Advisors, LLC 121,434$22,287,99912.63%
Brown Financial Advisory 66,496$12,204,75612.59%
Whelan Financial 111,378$20,442,28112.34%
BLUESTEM FINANCIAL ADVISORS, LLC 101,561$18,640,50212.26%
McCarthy Grittinger Financial Group, LLC 159,978$29,362,45112.04%
View complete list of VANGUARD INDEX FDS shareholders