Concord Wealth Partners - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,650 filers reported holding VANGUARD INDEX FDS in Q2 2023. The put-call ratio across all filers is 0.38 and the average weighting 0.9%.

Quarter-by-quarter ownership
Concord Wealth Partners ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$28,127
-4.6%
1290.0%0.01%0.0%
Q1 2024$29,488
+7.2%
1290.0%0.01%
-16.7%
Q4 2023$27,520
-46.3%
129
-52.4%
0.01%
-45.5%
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 Q2 2023
NameSharesValueWeighting ↓
Centered Wealth LLC dba Miller Equity Capital Advisors 295,404$64,409,77926.79%
Aufman Associates Inc 149,181$32,527,41323.15%
Investments & Financial Planning, LLC 152,955$33,350,40822.39%
MBE Wealth Management, LLC 116,944$25,498,45115.44%
Brown Financial Advisory 78,310$17,074,64113.13%
Whelan Financial 131,262$28,620,35012.78%
Chandler Asset Management, Inc. 285,830$62,322,37312.63%
BLUESTEM FINANCIAL ADVISORS, LLC 113,418$24,729,60712.50%
McCarthy Grittinger Financial Group, LLC 165,515$36,091,88911.39%
BCK Partners, Inc. 100,048$21,814,53111.28%
View complete list of VANGUARD INDEX FDS shareholders