TrueWealth Advisors, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 46 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.0%.

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 Q4 2023
NameSharesValueWeighting ↓
Trinity Financial Advisors LLC 214,530$45,776,00030.62%
Aufman Associates Inc 142,058$31,064,00025.55%
Chandler Asset Management, Inc. 284,345$62,178,00016.28%
MBE Wealth Management, LLC 122,106$26,701,00013.60%
Emerson Wealth, LLC 109,619$23,970,00013.36%
BLUESTEM FINANCIAL ADVISORS, LLC 90,893$19,876,00012.99%
McCarthy Grittinger Financial Group, LLC 151,364$33,098,74212.73%
BCK Partners, Inc. 88,920$19,444,00012.35%
Ellenbecker Investment Group 155,596$34,024,00010.64%
Whelan Financial 51,149$11,185,00010.22%
View complete list of VANGUARD INDEX FDS shareholders