VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,525 filers reported holding VANGUARD INDEX FDS in Q3 2022. The put-call ratio across all filers is 0.34 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2024 | $1,241,178 | +21.7% | 5,430 | +13.6% | 0.37% | -5.8% |
Q4 2023 | $1,019,991 | +12.5% | 4,781 | -0.3% | 0.40% | 0.0% |
Q3 2023 | $906,515 | -5.1% | 4,795 | -0.1% | 0.40% | +5.3% |
Q2 2023 | $954,884 | +4.9% | 4,801 | 0.0% | 0.38% | -17.2% |
Q1 2023 | $910,008 | -0.9% | 4,801 | -4.1% | 0.45% | +7.6% |
Q4 2022 | $918,509 | -2.5% | 5,004 | -9.2% | 0.42% | -11.9% |
Q3 2022 | $942,000 | -2.3% | 5,514 | +0.7% | 0.48% | -2.0% |
Q2 2022 | $964,000 | -33.6% | 5,475 | -19.9% | 0.49% | -24.2% |
Q1 2022 | $1,452,000 | -6.3% | 6,832 | -0.4% | 0.64% | +3.4% |
Q4 2021 | $1,550,000 | +3.2% | 6,859 | -0.2% | 0.62% | -11.2% |
Q3 2021 | $1,502,000 | -1.6% | 6,870 | +1.4% | 0.70% | +1.3% |
Q2 2021 | $1,526,000 | +5.0% | 6,773 | +0.7% | 0.69% | -3.1% |
Q1 2021 | $1,454,000 | +13.9% | 6,724 | +2.9% | 0.72% | -0.7% |
Q4 2020 | $1,276,000 | +18.1% | 6,533 | -5.3% | 0.72% | +11.8% |
Q3 2020 | $1,080,000 | – | 6,896 | – | 0.64% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Centered Wealth LLC dba Miller Equity Capital Advisors | 295,404 | $64,409,779 | 26.79% |
Aufman Associates Inc | 149,181 | $32,527,413 | 23.15% |
Investments & Financial Planning, LLC | 152,955 | $33,350,408 | 22.39% |
MBE Wealth Management, LLC | 116,944 | $25,498,451 | 15.44% |
Brown Financial Advisory | 78,310 | $17,074,641 | 13.13% |
Whelan Financial | 131,262 | $28,620,350 | 12.78% |
Chandler Asset Management, Inc. | 285,830 | $62,322,373 | 12.63% |
BLUESTEM FINANCIAL ADVISORS, LLC | 113,418 | $24,729,607 | 12.50% |
McCarthy Grittinger Financial Group, LLC | 165,515 | $36,091,889 | 11.39% |
BCK Partners, Inc. | 100,048 | $21,814,531 | 11.28% |