Concord Wealth Partners - 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
Concord Wealth Partners ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$51,238
-20.7%
271
-16.6%
0.01%
-21.4%
Q2 2023$64,639
+1.2%
325
-3.6%
0.01%
-22.2%
Q1 2023$63,882
-42.3%
337
-44.1%
0.02%
-45.5%
Q4 2022$110,675
+7.5%
603
+3.1%
0.03%
+17.9%
Q2 2022$103,000
-16.9%
5850.0%0.03%
-12.5%
Q1 2022$124,000
-33.0%
585
-28.4%
0.03%
-28.9%
Q4 2021$185,000
+293.6%
817
+281.8%
0.04%
+136.8%
Q3 2021$47,000
-46.6%
214
-45.4%
0.02%
-24.0%
Q2 2021$88,000
-42.1%
392
-44.9%
0.02%
-51.0%
Q1 2021$152,000
+985.7%
711
+860.8%
0.05%
+363.6%
Q4 2020$14,000740.01%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2022
NameSharesValueWeighting ↓
Trinity Financial Advisors LLC 221,702$47,432,00033.22%
Aufman Associates Inc 143,772$32,389,00024.98%
Chandler Asset Management, Inc. 287,915$64,861,00016.94%
Emerson Wealth, LLC 109,699$24,713,00013.62%
BLUESTEM FINANCIAL ADVISORS, LLC 88,273$19,886,00013.40%
McCarthy Grittinger Financial Group, LLC 136,444$30,738,17213.37%
MBE Wealth Management, LLC 112,879$25,429,00013.17%
BCK Partners, Inc. 85,967$19,367,00012.81%
Axiom Financial Strategies, LLC 105,847$23,845,00011.00%
Ellenbecker Investment Group 142,982$32,211,00010.57%
View complete list of VANGUARD INDEX FDS shareholders