Wellspring Financial Advisors, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,621 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.31 and the average weighting 0.9%.

Quarter-by-quarter ownership
Wellspring Financial Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,195,239
-10.4%
6,322
-5.8%
0.35%
-7.4%
Q2 2023$1,334,163
-25.7%
6,708
-29.2%
0.38%
-29.3%
Q1 2023$1,796,292
+3.3%
9,476
+0.0%
0.53%
-7.9%
Q4 2022$1,739,014
+7.4%
9,475
+0.0%
0.58%
-3.2%
Q3 2022$1,619,000
-3.6%
9,473
-0.7%
0.60%
+2.2%
Q2 2022$1,680,000
-50.8%
9,540
-40.6%
0.58%
-41.8%
Q1 2022$3,412,000
-23.0%
16,054
-18.2%
1.00%
-18.6%
Q4 2021$4,433,000
+3.0%
19,614
-0.3%
1.24%
-4.7%
Q3 2021$4,302,000
-18.3%
19,673
-15.8%
1.30%
-21.7%
Q2 2021$5,266,000
-24.8%
23,377
-61.4%
1.66%
-50.9%
Q1 2021$6,999,000
+32.3%
60,632
+123.1%
3.38%
+82.7%
Q4 2020$5,292,000
-1.0%
27,182
-21.8%
1.85%
-11.8%
Q3 2020$5,344,000
-9.6%
34,745
-14.3%
2.09%
-14.1%
Q2 2020$5,910,000
-15.6%
40,557
-33.1%
2.44%
-27.7%
Q1 2020$6,999,00060,6323.38%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
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