Windward Private Wealth Management Inc. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,621 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.31 and the average weighting 0.9%.

Quarter-by-quarter ownership
Windward Private Wealth Management Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$241,253
-5.7%
1,276
-0.9%
0.11%
-3.5%
Q2 2023$255,971
-10.4%
1,287
-14.6%
0.11%
-7.4%
Q1 2023$285,667
+2.2%
1,507
-1.1%
0.12%
-1.6%
Q4 2022$279,531
+6.3%
1,523
-0.9%
0.12%
-2.4%
Q3 2022$263,000
-1.1%
1,537
+1.7%
0.13%
+4.1%
Q2 2022$266,000
-15.6%
1,512
+2.1%
0.12%
-6.2%
Q1 2022$315,0001,4810.13%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 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