IAG Wealth Partners, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,829 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is 0.12 and the average weighting 0.9%.

Quarter-by-quarter ownership
IAG Wealth Partners, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$437,605
+89.0%
2,007
+98.1%
0.09%
+76.0%
Q1 2024$231,563
+6.7%
1,013
-0.4%
0.05%0.0%
Q4 2023$216,957
+14.6%
1,017
+1.6%
0.05%
-5.7%
Q3 2023$189,260
-18.2%
1,001
-13.9%
0.05%
-13.1%
Q2 2023$231,312
+0.1%
1,163
-4.6%
0.06%
-4.7%
Q1 2023$231,074
+9.0%
1,219
+5.5%
0.06%
+3.2%
Q4 2022$211,989
+3.9%
1,155
-3.1%
0.06%
-8.8%
Q3 2022$204,000
+15.9%
1,192
+19.4%
0.07%
+17.2%
Q2 2022$176,000
+49.2%
998
+79.2%
0.06%
+56.8%
Q1 2022$118,000
-7.1%
557
-0.9%
0.04%
-9.8%
Q4 2021$127,000
-17.5%
562
-19.8%
0.04%
-25.5%
Q3 2021$154,000
-11.0%
701
-8.2%
0.06%
-11.3%
Q2 2021$173,000
-19.2%
764
-23.5%
0.06%
-24.4%
Q1 2021$214,000
-12.3%
999
-20.3%
0.08%
-18.0%
Q4 2020$244,000
+15.1%
1,253
-9.1%
0.10%
+2.0%
Q3 2020$212,000
-14.9%
1,378
-19.3%
0.10%
-19.0%
Q2 2020$249,000
-22.7%
1,708
-38.7%
0.12%
-43.7%
Q1 2020$322,000
-43.9%
2,785
-19.6%
0.22%
-42.7%
Q4 2019$574,0003,4640.38%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 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