BLUESTEM FINANCIAL ADVISORS, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,620 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
BLUESTEM FINANCIAL ADVISORS, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$20,165,426
-2.1%
106,656
+3.0%
12.30%
-1.3%
Q2 2023$20,602,258
+4.6%
103,586
-0.3%
12.46%
+2.7%
Q1 2023$19,696,303
+5.7%
103,905
+2.3%
12.13%
-1.1%
Q4 2022$18,640,502
+9.7%
101,561
+2.2%
12.26%
+2.0%
Q3 2022$16,985,000
-1.4%
99,377
+1.6%
12.02%
+0.3%
Q2 2022$17,232,000
-8.3%
97,848
+10.6%
11.98%
+1.6%
Q1 2022$18,798,000
-7.8%
88,453
-1.9%
11.79%
-6.9%
Q4 2021$20,388,000
+2.6%
90,210
-0.8%
12.67%
-2.4%
Q3 2021$19,876,000
-0.1%
90,893
+3.0%
12.99%
-3.1%
Q2 2021$19,886,000
-6.2%
88,273
-10.8%
13.40%
-11.1%
Q1 2021$21,190,000
+4.8%
98,984
-4.7%
15.08%
+1.8%
Q4 2020$20,226,000
+29.0%
103,896
+1.9%
14.82%
+12.2%
Q3 2020$15,685,000
+9.0%
101,986
+3.3%
13.21%
+0.4%
Q2 2020$14,387,000
+20.9%
98,732
-4.2%
13.16%
+2.8%
Q1 2020$11,899,000
-30.5%
103,078
-0.3%
12.80%
-17.7%
Q4 2019$17,124,000103,37915.55%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 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