Accel Wealth Management - 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
Accel Wealth Management ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$558,260
-4.7%
2,560
-0.1%
0.22%
-10.4%
Q1 2024$585,729
+7.2%
2,5620.0%0.25%
-9.1%
Q4 2023$546,551
+13.7%
2,562
+0.7%
0.27%
+2.2%
Q3 2023$480,805
+11.1%
2,543
+16.9%
0.27%
+12.6%
Q2 2023$432,785
+476.5%
2,176
+449.5%
0.24%
+667.7%
Q1 2023$75,066
-2.4%
396
-5.5%
0.03%
-16.2%
Q4 2022$76,903
-12.6%
419
-12.9%
0.04%
-21.3%
Q3 2022$88,0000.0%481
-2.6%
0.05%
-7.8%
Q2 2022$88,000
-17.8%
494
-0.8%
0.05%
-7.3%
Q1 2022$107,000
-28.7%
498
-25.1%
0.06%
-25.7%
Q4 2021$150,000
+14.5%
665
+11.4%
0.07%
-12.9%
Q3 2021$131,000
+8.3%
597
+11.2%
0.08%
+6.2%
Q2 2021$121,000
+15.2%
537
+9.1%
0.08%
-5.9%
Q1 2021$105,000
+23.5%
492
+12.3%
0.08%
+7.6%
Q4 2020$85,0004380.08%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2023
NameSharesValueWeighting ↓
VISTA CAPITAL PARTNERS, INC. 366,577$40,870,00012.56%
Water Oak Advisors LLC 99,758$11,122,0009.96%
Fiduciary Wealth Partners, LLC 70,335$7,842,0008.24%
Advisory Alpha, LLC 117,725$13,118,0007.00%
INR ADVISORY SERVICES LLC 291,976$32,552,0006.04%
MOLLER WEALTH PARTNERS 90,672$10,109,0005.93%
Stonehearth Capital Management, LLC 59,776$6,664,0005.82%
US FINANCIAL ADVISORS, LLC 28,033$3,125,0005.44%
Ruggie Capital Group 45,572$5,081,0005.15%
Cranberry Lake Advisors LLC 70,000$7,804,0005.03%
View complete list of VANGUARD INDEX FDS shareholders