TrueWealth Advisors, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,594 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.20 and the average weighting 0.9%.

Quarter-by-quarter ownership
TrueWealth Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$434,882
-5.5%
2,300
-0.6%
0.18%
-3.2%
Q2 2023$460,221
-9.6%
2,314
-13.9%
0.19%
-11.7%
Q1 2023$509,308
+2.2%
2,687
-1.1%
0.21%
-1.8%
Q4 2022$498,426
+3.2%
2,716
-3.8%
0.22%
-4.8%
Q3 2022$483,000
-13.6%
2,824
-11.1%
0.23%
-11.9%
Q2 2022$559,000
-78.1%
3,176
-71.9%
0.26%
-77.4%
Q1 2022$2,557,0000.0%11,3140.0%1.15%0.0%
Q4 2021$2,557,000
+8.2%
11,314
+4.7%
1.15%
-13.7%
Q3 2021$2,364,000
+14.3%
10,809
+17.7%
1.33%
+10.2%
Q2 2021$2,068,000
+16.5%
9,180
+11.6%
1.21%
+4.7%
Q1 2021$1,775,000
+97.9%
8,224
+86.9%
1.15%
+49.5%
Q4 2020$897,0004,4010.77%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 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