High Note 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
High Note Wealth, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$7,821,411
-2.1%
41,368
+3.0%
3.23%
-0.7%
Q2 2023$7,990,936
+1.3%
40,178
-3.5%
3.26%
+0.1%
Q1 2023$7,892,059
+3.7%
41,634
+0.4%
3.25%
+2.1%
Q4 2022$7,611,124
-1.2%
41,468
-0.6%
3.19%
+3.6%
Q3 2022$7,701,000
+4.5%
41,723
-0.3%
3.08%
+7.0%
Q2 2022$7,369,000
-16.5%
41,843
+0.8%
2.88%
-7.6%
Q1 2022$8,823,000
-14.5%
41,520
-9.1%
3.11%
-10.6%
Q4 2021$10,321,000
+2.5%
45,666
-0.9%
3.48%
-4.1%
Q3 2021$10,074,000
-1.6%
46,059
+1.4%
3.63%
-2.2%
Q2 2021$10,233,000
+4.5%
45,442
-0.7%
3.72%
-2.4%
Q1 2021$9,796,000
+9.4%
45,761
-0.5%
3.81%
+0.1%
Q4 2020$8,956,00046,0043.80%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Centered Wealth LLC dba Miller Equity Capital Advisors 270,794$53,858,11927.31%
Aufman Associates Inc 147,943$29,424,40424.27%
Investments & Financial Planning, LLC 107,417$21,364,11418.50%
MBE Wealth Management, LLC 148,264$29,488,32515.85%
Whelan Financial 125,604$24,981,37513.06%
Family Investment Center, Inc. 99,242$19,738,14812.63%
BLUESTEM FINANCIAL ADVISORS, LLC 103,586$20,602,25812.46%
McCarthy Grittinger Financial Group, LLC 158,607$31,545,34212.20%
BCK Partners, Inc. 96,331$19,159,17311.98%
Brown Financial Advisory 71,177$14,156,48111.55%
View complete list of VANGUARD INDEX FDS shareholders