Iron Horse Wealth Management, LLC - 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
Iron Horse Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$9,446,737
-0.9%
49,964
+4.2%
4.64%
-1.0%
Q2 2023$9,536,822
-12.6%
47,950
-16.7%
4.68%
-14.1%
Q1 2023$10,912,734
+107872.0%
57,568
+4.5%
5.45%
-0.1%
Q4 2022$10,107
-99.7%
55,066
+143.2%
5.46%
-2.3%
Q3 2022$3,870,000
-58.0%
22,644
-56.7%
5.59%
+6.6%
Q2 2022$9,206,000
-6.1%
52,275
+13.3%
5.24%
-2.6%
Q1 2022$9,804,000
+4.2%
46,134
+10.9%
5.38%
+1.8%
Q4 2021$9,406,000
+15.1%
41,617
+11.3%
5.28%
+4.2%
Q3 2021$8,173,000
+5.4%
37,377
+8.6%
5.07%
-0.9%
Q2 2021$7,754,000
+14.9%
34,417
+9.2%
5.11%
+1.2%
Q1 2021$6,747,000
+11.3%
31,518
+1.2%
5.05%
+4.1%
Q4 2020$6,060,00031,1294.85%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Centered Wealth LLC dba Miller Equity Capital Advisors 270,794$53,858,11927.31%
Aufman Associates Inc 147,943$29,424,40424.27%
Investments & Financial Planning, LLC 107,417$21,364,11418.50%
MBE Wealth Management, LLC 148,264$29,488,32515.85%
Whelan Financial 125,604$24,981,37513.06%
Family Investment Center, Inc. 99,242$19,738,14812.63%
BLUESTEM FINANCIAL ADVISORS, LLC 103,586$20,602,25812.46%
McCarthy Grittinger Financial Group, LLC 158,607$31,545,34212.20%
BCK Partners, Inc. 96,331$19,159,17311.98%
Brown Financial Advisory 71,177$14,156,48111.55%
View complete list of VANGUARD INDEX FDS shareholders